Mr. Klein joined Indiana Trust in 1999. With over 20 years of experience in the trust profession, including estate planning and advising closely-held corporations, Jeff serves as Vice President of Indiana Trust. His primary areas of responsibility include administration of retirement plans, serving as trust counsel, and compliance officer. Before coming to Indiana Trust Jeff served as vice president and trust officer at a regional bank, where he was responsible for account administration. He also spent several years in private practice, while also previously serving as a part-time state attorney for a county in North Dakota.
Jeff earned his Bachelor’s Degree from Rockhurst College, as well as a Juris Doctorate from the University of North Dakota Law School. He graduated with honors from the National Graduate Trust School at Northwestern University and also received the Certified Fiduciary and Investment Risk Specialist (CFIRSTM) designation from the Cannon Financial Institute.