Meet Our Leadership Team

Jeff Kleiner - President

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 - COO

Tracie Kleiner

Chief Operations Officer

Responsible for the efficiency of the business, Tracie uses her talent for systems, analysis, and passion for perfection in overseeing the Operations Team as well as the implementation of HPF’s policies and procedures. Prior to spending several years in corporate finance, she was promoted to her first managerial role at the age of 19. This led her to the finance industry where she spent time in both back office positions such as Auditor, Compliance Principal, & Portfolio Analyst; as well as front line positions of Banking Officer, Corporate Lending Officer, Series 7 Stockbroker, Registered Investment Advisor and Vice President of Investments.

In addition to graduating Summa Cum Laude with a Bachelor’s degree in Psychology, Tracie had obtained several of the FINRA securities licenses over the years including the Series 7, 24, 6, 26, 63, and 66 as well as the State of WI Life & Health Insurance licenses.

Spending 15+ years in banking and finance operations for larger Fortune 500 companies, as well as small and growing investment companies, has given Tracie the perfect blend of experience to create systems and strategies to support HPF’s bottom line, which she has been doing since 2006. Tracie’s professional details can be found here on LinkedIn and she welcomes the connection there as well.

In her downtime, she is usually found enjoying time with her dogs, RV traveling, reading, hiking, kayaking, skiing, & fitness.

Skip to content