Meet Our Leadership Team
Jeff Kleiner
Founder & President
Jeff’s journey in real estate began early, he saved diligently throughout high school to purchase his first property at just 18 years old. Since then, he’s spent more than 35 years immersed in the industry. He got his start with a major mortgage finance company in his hometown of Appleton, Wisconsin, where he gained hands-on experience in financing, underwriting, and collections.
By 1993, Jeff had advanced to managing a bank branch, where he was entrusted with leading the bank’s wholesale mortgage operations across Wisconsin. Under his leadership, the division expanded into new markets. His passion for helping renters become homeowners inspired him to start his own mortgage brokerage firm in 1995. That company quickly became one of the largest brokerage and mortgage banking operations in Wisconsin.
In 2004, Jeff founded Home Path Financial with a focus on long-term growth and expansion, eventually moving into markets like Arizona. Narrowly navigating the 2008 housing crisis reinforced his belief in the importance of diversification and became the catalyst for his vision: a family of interrelated companies that could adapt to market shifts and support one another’s success. That mission drove Jeff to establish the Home Path Family of Companies.
As CEO of the Home Path Family, Jeff leads six dynamic businesses that work together to bring his vision to life—creating opportunity for those who rely on his leadership and helping more people achieve the dream of homeownership.
Tracie Kleiner
Chief Operations Officer
As Chief Operating Officer, Tracie leads Business Operations—accounting, finance, HR, technology, marketing, and administration—while providing executive oversight to five operating divisions. She joined Home Path Financial in 2006 and has spent nearly two decades building the operational infrastructure, policies, and teams that support the company's vision and growth.
Before HPF, Tracie spent 15 years in banking and finance at Fortune 500 institutions and growing investment firms. She held both front-line and back-office roles including Banking Officer, Series 7 Stockbroker, Registered Investment Advisor, Vice President of Investments, and Compliance Principal—where she built a compliance department from the ground up. She holds FINRA Series 7, 24, 6, 26, 63, and 66 licenses, as well as Life and Health Insurance licenses.
Tracie graduated Summa Cum Laude with a Bachelor's degree in Psychology and was promoted to her first management role at age 19. That early combination of leadership instinct and analytical rigor has defined her career ever since.
As the company's EOS Integrator, Tracie is responsible for turning vision into execution—building accountability structures, developing leaders, and ensuring the company operates with discipline and clarity.
Outside of work, she can be found spending time with her husband, her adult sons, and her dogs, RV traveling, off-roading in her Jeep, or staying active through hiking, watersports, skiing, and fitness.
