Randye Kaplan, CPA, CFP®
Senior Wealth Advisor

Randye is responsible for client servicing and new client development and has counseled and educated individuals on numerous financial planning issues. Previously, she served as the Chief Financial Officer for an innovative consumer products company and as an Associate in investment banking.   She graduated summa cum laude with an undergraduate degree in Accounting from the State University of New York at Albany, earned an MBA in Finance from the University of Chicago, holds the Certified Financial Planner™ designation and is licensed as a Certified Public Accountant.