Our Team

Our dedicated team drives our culture and investing success.

Executives

Susan Kaplan, CFP^®, MBA President

Lawrence Kaplan, CFP^®, MSFP Executive Vice President

Ann DeCaprio, CFP^®, MBA VP Strategy and Operations

Jamie C. Freidhof, CFP^®, APMA™, CMFC™ VP Investment Research

Directors

Danielle Page, CFP^®, CTFA Director Tax and Estate Planning Support

Scott Korn Director Financial Planning Services

Associates

Daniel Roundy, FPQP™ Communications Officer

Jessica Pimenta, FPQP^® Client Services Associate

Macvies “Mac” Ekeanyanwu, MBA, FPQP^® Client Services Associate

Lisa Vaillancourt Client Services Associate

Sarah Dunworth

Sarah Dunworth Client Services Associate

Richelle Camilo

Richelle Camilo Client Services Associate

Office Management

Mary Yanke Administrative Assistant