Jules A. Klose, CFP^® CRPC^®

As a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, and Chartered Retirement Planning Specialist™, Jules partners with entrepreneurs, helping to align their business, personal, and financial goals. 

While his primary focus is on providing business, personal, and financial planning for owners, he continues to serve individuals and families who value professional advice in planning for a successful future. 

Jules gets to know each of his clients on a personal basis and understands the emotional impact he can make. "I've witnessed the transformation that occurs when someone decides to take control of their finances," said Jules. "Being involved in that is by far the best part of this job."

Raised by a commercial banker and middle school math teacher, Jules has been around numbers his entire life. His first stint in the financial services industry began during his Senior year at Roanoke College when he interned with a successful advisor at Morgan Stanley. After graduating in 2014, he started with AXA Advisors where he learned the essentials of being a proficient advisor. In 2017, he was introduced to one of Tide Creek's managing partners and founders, Chris Varlotta. A few months later, Jules joined the firm.

In the fall of 2024, Jules earned his Certified Exit Planning Advisor designation, a credential to help business owners plan for their personal finances and business transitions. In early 2022, Jules earned his CERTIFIED FINANCIAL PLANNER™ certification, the standard of excellence in financial planning. Since 2016, Jules has held the Chartered Retirement Planning Counselor™ designation. In 2014, he graduated from Roanoke College where he studied Business Administration, with concentrations in both accounting and finance. 

Jules currently resides in Locust Point, a quiet neighborhood in Baltimore, MD, with his wife Megan and black lab, Ozzy. In his spare time, Jules enjoys playing golf, practicing yoga, and spending time with friends and family.

Education

                 • Roanoke College, B.S. in Business Administration, Accounting & Finance, 2014

                 • Mount Saint Joseph High School, 2010

Designations & Awards

                 • CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)

                 • Certified Exit Planning Advisor (CEPA)

                 • Chartered Retirement Planning Counselor (CRPC®)

                 • Investment Advisor Representative of MML Investors Services, LLC