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  • Our Team
  • Comprehensive Wealth Management
    • Estate Planning
    • Asset Management
    • Generational Wealth Planning
    • Retirement Planning
    • Tax Planning
    • Risk Analysis
    • Business Planning
  • Resources
  • Contact
Account Login
  • Our Team
  • Comprehensive Wealth Management
    • Estate Planning
    • Asset Management
    • Generational Wealth Planning
    • Retirement Planning
    • Tax Planning
    • Risk Analysis
    • Business Planning
  • Resources
  • Contact
Account Login

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 Freidhof, CFP®, 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
Lee Setzen, FPQP® Client Services Officer
Jessica Pimenta, FPQP® Client Services Associate
Macvies “Mac” Ekeanyanwu, MBA, FPQP® Client Services Associate
Mary Yanke Administrative Assistant

2 Newton Executive Park Ste 300

2227 Washington St.

Newton, MA 02462

(617) 527-1557

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

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