About Lori A. Klein

Lori A. Klein, Associate Agent

Lori Klein has over 20 years of experience in the legal industry working at various law firms in Tulsa, Oklahoma. Most recently, she was the office manager and certified paralegal for the Trustee of the Chapman Charitable Trusts. Lori’s areas of expertise include insurance defense, plaintiff’s practice, probate, oil and gas, estate planning, trust litigation, trust administration, and charitable trusts.

After taking time off in 2018 Lori made the decision to leave the legal industry behind and begin a new career by helping others plan for their retirement while preserving their income for the future.

Lori graduated in May 2019, from Oklahoma City University, Meinders School of Business with a master’s degree in energy legal studies.  Lori earned her bachelor’s degree in human resource management in May 2003 at Oklahoma Wesleyan University.

Lori has a passion for travel, learning about different cultures, and trying new cuisine. Lori has one son who lives in Dallas, Texas.

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