Testimonials are provided by current Lockshield Partners clients and they were not compensated for their testimonial.


The Lockshield Approach

From those who have taken it

Our company has had the pleasure of working alongside some of the most genuine, intentional, and kind-hearted clients over the years. Here are some who have shared how taking the Lockshield approach has impacted their lives.

Amy Stambaugh

We’ve been with Dan for years for financial advising, and we’ve used his team for taxes for the last several years too! They’re a great team and treat our assets with care. We don’t make any big financial decisions without first seeking the advice of Lockshield. They’re helping us grow our assets so our retirement accounts will be comfortable when that time comes.

Ann McLellan

My name is Ann McLellan & I have been with Dan Klein, Lockshield Partners for over 20 years! In all the years I have known him as my financial advisor and friend, he always looks out for my best interest & here for me when I need him in any situation! The Lockshield Partners Group are a team that you should experience for your financial advisors! They are compassionate & caring!& trustworthy! I have always felt so comfortable having my investments with this wonderful group! I would not ever be with anyone else!

Annette Robertson

Regardless of life circumstances I have learned we still need socialization. Working with the team has shown me this through warm welcoming environments, coffee, and good conversations with folks just like me. I have met new friends and formed new relationships, and something I look forward to.

Charlotte Vibbert

I have been working with LPL Financial (Lockshield Partners) since 2014. This group of people are energetic and have a positive influence on those who they interact with. Their passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional advisor. It is a real pleasure to work with this group. Personally I do not have the knowledge of a good investment. This can be very complicated with a vast array of investment choices. My investments would be more of an impulse decision. Investing in products that would not be suitable for my risk tolerance. A financial advisor can help me adjust my plans as circumstances change.

Cheri Tolle

Even though I’ve been with Dan for many years, he and Jodi were instrumental in helping me through a major life change both financially and personally. I’ve always felt confident with his advice and direction. I feel great confidence in the financial direction of my life due to Dan’s management of my investments. Dan always takes time to make certain I understand all aspects of my accounts and I always feel supported.

Christina Dougal

Clark and the team at Lockshield have been incredible to work with over the last several years. They are available, reliable, and trustworthy. Lockshield has given me a lot of confidence and also allowed me to plan for mine and my family's future effectively and without additional stress.

Christopher Areephanthu

The team is excellent at checking in, answering impromptu questions and generally giving me a feeling that my financial portfolio is being taken care of. Through my quarterly meetings with Clark, I can see how my portfolio has grown over the last several years and in a safe and diversified manner. I am very confident that if I am able to stick with the investment plans outlined by my team I will be able to achieve my financial and retirement goals.

Danny and Loretta Dickson

They’re down to earth, easy to talk with, and certainly understand our goals and concerns. We feel that our financial success is their top priority. Choosing Dan and his crew to oversee our retirement assets has proven to be the right decision. It has allowed us to meet our goals for retirement and certainly has given us more time to do the things that are most important to us.

Danny and Teresa Bishop

That day in the fall of 2006 when we met Dan Klein, not only did we get a trusted financial advisor, we got a lifetime friend. He has managed our retirement for 18 years and we are very pleased. Dan is honest, caring, and highly-educated and trained in his field. His staff of Jeremiah, Clark, and Jodi have the same personal and professional qualifications. When you are thinking about investments and retirement, you would benefit from giving them a call and having a sit-down, heart-to-heart conversation. You will be impressed. It is comforting to know that the Lockshield team constantly monitors our account and will contact us immediately with suggested changes specifically for us. We worked for our retirement resources and Lockshield works to protect and build those resources. We are thankful for all they have done and will continue to do for us.

Eunice Allen

Should you be looking for a way to invest some money now for retirement–This is for you. Dan Klein and the staff at Lockshield stay on top of the manhunt in order to discuss with you how to invest your money now for a better retirement financial lifestyle. Give them a call.

Gary and Teresa Huddleston

It's always a great experience when working with the Lockshield team. Dan and his team always keep the goals of my family and our financial security as their top priority. They are always available to answer questions and provide expert advice in a friendly and timely manner. I feel like the financial future of my family is in great hands as a result of being a client of Lockshield Partners for many years. The advice that Dan and team has given us along the way has been invaluable and has positioned us for a long and secure retirement.

Jackie Royse

Meeting with Dan in the spring of 2010 was one of the best decisions we made. He quickly assessed our situation, made suggestions on debt management, and investments, and recommended available resources. His guidance, care, and compassion have better prepared us for this next stage of our lives! Thanks to the entire team for all you do!

Jan Morgan

Lockshield partners are amazing to work with. They provide you with a personalized experience that is focused on your individual goals. They make you feel like neighbors! I no longer have to worry about retirement and my financial future as Dan always guides me in the right direction to meet my goals and secure my future.

Jerry Lundin

Lockshield Partners consists of a team of professional, trustworthy and caring individuals. Their knowledge of the financial world is apparent when meeting with them and the patience they have as they explain the intricacies of the financial world is invaluable. They certainly have the heart of a teacher. The return on our investments has exceeded my expectations. Consequently, I sleep better at night and look forward to the days ahead.

Jessica Mason

Working with Lockshield has been a pleasure. From their professionalism to their genuine concern for our financial well-being, every interaction has been both enlightening and reassuring. Their expertise and personalized approach have transformed our financial outlook, instilling confidence and peace of mind for the future.We believe our future will be significantly brighter as a result of working with Lockshield. Their guidance and strategic planning have laid a solid foundation for our financial journey. We are confident we will exceed our long-term financial goals, providing security and peace of mind for ourselves and our loved ones.

Judy Gossett

It has been an awesome experience for me to be part of your company. Always keeping me informed and up to date on my account. At my age, I believe they have me on the right track for my life.

Judy and Joe Downing

Dan, Clark, and Jodi are very knowledgeable and have tons of patience with Judy and I and always have taken whatever time is necessary to explain things to us and answer all of our questions. They always treat us as if we are their most important clients. We appreciate them so much!  - Joe Downing

I have always left all financial situations to Joe and when the time came he would try to explain what was going on with our investments so I could sign papers but I was lost. Dan, Clark, and Jodi have been as patient with us using terms I could understand. They have been a huge help getting all our financials in order for our kids when that time comes. They have it all in order at their office so all our kids will need to do is meet with them and they will relay our wishes to them. My biggest relief is to know, if Joe goes first, I'll have them to guide me in the most beneficial way for me to continue on with my lifestyle. Thanks for always taking time with us to explain again & again if needed! - Judy Downing

Martha Rogers

Dan Klein and his staff are very easy to work with. I have worked with him for 25 years and he has been knowledgeable and trustworthy. He has given me sound financial advice that will result in growth of funds for a secure retirement.

Melody Ossello

We have been working with Dan at Lockshield for many years. We’ve always been treated well. We love that we can be in contact with them anytime and questions are answered quickly and clearly. Enjoying our retirement because of our Lockshield friends! I am convinced things will keep getting better!

Melvin and Kathy Croley

Dan, Jodi, and the entire team at Lockshield are the best. Their primary concern is that we do well, not how well they do. So blessed to have these folks helping us manage our retirement.

Michael Lonak

My experience with working with Lockshield Partners has been fantastic; My father had set up an account for me through Lockshield which is what introduced me to them. Since doing business with Lockshield for a couple years, I decided to open a Roth IRA through Lockshield as well, which has been handled great. Since I've been getting older and having more money questions, many of the people at Lockshield have been more than helpful with all of the questions I've had and have explained everything about complex money scenarios clearly to me, which has been extremely helpful to me as I transition into young adulthood. Because of my partnership with Lockshield and the team there, I believe I am significantly more prepared for life because of the advice I am given for the money I have now and what to do with it to make sure I am set for life. With the advice I am given and the resources that are provided, I believe that I will have no money issues throughout my entire life and will be prepared for anything that occurs.

Peggy Goforth

Dan has been my financial advisor for over 20 years. He keeps in touch with me about my accounts and we meet at least twice a year to review my investments. I would highly recommend Lockshield Partners for investment guidance. Dan always has my best interest in mind. I am getting close to retirement and feel Dan has made good choices for me that will allow me to retire as soon as I am ready for that next step in my life.

Rich Everett

Working with Dan has been incredible. He has offered great advice. He has opened my eyes to the best way to protect our assets and stretch them out over time. Because of Dan, I believe we will be able to enjoy travel in our retirement years and also leave a legacy after we pass.

Ronnie Pedigo

Working with your team over a long-term has been a very good experience. It’s reassuring to work with people you trust and they don’t make financial promises. I’m more than just a client, I feel like I’m working with close friends and family. I know based on past experiences that you have me set for the future. You (we) will make changes as needed. I rate LOCKSHIELD partners as a 5 star Team !!!!

Runell Cotton

Lockshield Partners is a trustworthy, compassionate, and savvy group. Their expertise has been amazing and I truly appreciate their guidance from both the financial planning and accounting offices. The Lockshield team has provided peace of mind and security for my family for almost 20 years. My retirement has been worry free and I would highly recommend them.

Shelley Portugal

As self-employed owners of two small businesses, my husband and I constantly stay busy having to wear so many different hats. Juggling finances/taxes/planning for the future has always been one of the biggest pain points for us - constantly feeling worried about not being prepared for the future (or filing taxes incorrectly) was a feeling that was always looming over our heads. We are SO thankful to have been recommended to Lockshield two years ago because it truly feels like a one-stop shop for all of our financial pain points. We absolutely love that our financial planner, Clark, works closely with our CPA, Drew. Regular meetings with Clark and semi-annual meetings with both Clark & Drew help keep us focused on our financial goals (both for our businesses and for our personal lives). We feel prepared for the future and so well taken care of at Lockshield. The weight they have lifted off our shoulders is invaluable! In short, our long-term future goals (buying a house, saving for retirement) actually feel realistic & tangible now, whereas before working with Lockshield they felt kind of unattainable. Having knowledgeable professionals like Clark & Drew taking the time to explain/educate simple strategies for goal-setting/preparing for the future has truly been invaluable. Tax prep, investing, and planning for long-term goals always felt so confusing and vague to me, but not anymore. Even just having Clark look at our bank balances/investments every few months and offering guidance & validation has been SO helpful. I always felt like I was feeling around in the dark when it came to our finances, but now I feel well-equipped to handle them.

Steffan Stambaugh

I have known Dan for 18 years. He took me to lunch when I was still in college. Financially, I really had nothing to offer him but he sat with me and laid out my future. I really cannot explain how much that meant to me and helped to prepare me for the years to come. He has been so gracious to talk to me over the years to listen to my plans and provide sound advice. Dan and the team truly invest in you, your family and your future. We know that we are on the right financial track because of this team. Sound tax advice and comprehensive financial planning for over 18 years have placed us in a position ahead of our peer group.

Steve & Lori Webb

My wife and I have been with Lockshield since 2020. We have the utmost confidence in Dan, Jodi, Clark, and the rest of the team. Dan went with me to sign up for Social Security and that really helped ease my mind. They also handle our tax preparations every year. We highly recommend it. The piece of mind that Lockshield provides is priceless. Dan monitors our accounts and contacts us if he thinks changes are needed. After every meeting with Dan, I feel I've learned a little more about the complex financial world.

Steve Lee

Dan and his staff are very knowledgeable and friendly. We have been clients of Dan’s for more than 20 years. If you’re looking for a financial advisor, who offers timely, sound advice on all things financial, we highly recommend Dan and Lockshield Partners!

Susie Guthrie

My experience working with the Lockshield Team has been like working with a family friend. Not only are they compassionate and helpful, they truly care about our future and our desires to improve the financial stability of our future. I know that working with Dan and Jodie that we have been able to plan and lay out how to successfully navigate our retirement and include our desire to do the things that we hope to accomplish as we head into our later years. The work they do has helped to set us on a course to flourish in retirement and have a more realistic picture of what it will look like and how to financial afford our way of life.

Tom Parsly

The Lockshield team has been very helpful growing and protecting our nest egg. Dan Klein accompanied my wife and I to the Social Security office when it was time to apply for Social Security. He (Dan) was able to help us resolve right away an error in the SSA records that would have prevented my wife from receiving her benefits. The Lockshield team advised us to invest in ways that reduced our income tax while growing our retirement income.

Toni Sibalich

Working with the team at Lockshield Partners has been a wonderful experience. Dan and his team are knowledgeable, attentive, trustworthy and demonstrate the utmost in professionalism. My husband & I feel more prepared for the future since partnering with Dan and his team at Lockshield Partners. They have worked diligently with us to prepare a well rounded plan for our future. We now feel more at ease knowing we have this team on our side and available for any situation that could arise.

Wayne & Anne Leonard

We enjoy working with Lockshield Partners and Clark Hayden! The faith-based values of Lockshield Partners and their commitment to our financial growth and stability make it a perfect fit with our own personal values. Clark never leaves our home without making sure we have a clear understanding of how we can achieve our short and long term goals! Because of our partnership with Lockshield, Anne has been able to retire and we feel secure in knowing that as a couple we can comfortably enjoy our retirement years together! Lockshield Partners provides sound advice, they continually stay abreast of changes in the financial environment and treat us like family!

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