Georgia Kline

Georgia Kline, Client Service Administrator, joined the Wealth Planning Group in 2020. She attended Mercy College in Dobbs Ferry, NY, where she graduated with her Bachelor of Science in Business Administration from the Westchester Business Institute.

Georgia prioritizes delivering exceptional client service and care as her number one business objective. She strives to provide each client with a personalized experience by paying close attention to details and is well known for her client-first approach. Her dedication to providing timely and efficient services to our clients makes her an essential part of the team.

Georgia has been a Ft. Myers resident since 1990, and absolutely loves the weather. When she's not in the office, she cherishes spending time with her four daughters and grandchildren. In the evenings, she and her husband enjoy playing pickleball and taking long walks with their corgi, Cooper.