Financial Education Team

Amy Klein, AFC®

Financial Educator


Amy Klein joined Concordia Plans as a Financial Educator in 2023. She brings to CPS 34 years of experience as a business and personal finance teacher at Lutheran high schools in New York, Michigan and Missouri. She feels blessed to now use her knowledge to help fellow LCMS workers improve their financial well-being.

She earned a Bachelor of Arts in Secondary Education from Concordia University Wisconsin, and a Master’s in Business Education from Eastern Michigan University. In addition, Amy is certified as an Accredited Financial Counselor®.

Amy, her husband and their son are members of Immanuel Lutheran Church in Olivette, MO, where they enjoy volunteering. The Kleins enjoy traveling and are working on fulfilling their goal of traveling to all 50 states. On the weekends, you’ll find Amy rolling up her sleeves to work on house and garden projects.

Amy’s favorite Bible verse: "Praise be to the God and Father of our Lord Jesus Christ! In his great mercy he has given us new birth into a living hope through the resurrection of Jesus Christ from the dead.”  1 Peter 1:3

How can you connect with a Financial Educator?

Their services are completely confidential and free to Concordia Plans members. If you would like to discuss financial wellness or retirement planning, click the link below to complete a simple online form. You’ll be paired up with a Financial Educator to help guide you on your journey. Don’t forget to include your questions so they can be better ready to assist you.

meet with a financial educator