About Us

President
CPA, CFA

David Kaplan

Schedule Appointment

Vice President
Senior Accountant
Tax Advisor

Ethan Lappe

Senior Accountant
Tax Advisor

Angela Willis

Senior Accountant
Tax Advisor

Aaron Turner

Staff Accountant Specialist

McKenley Martin

Staff Accountant Specialist

Laurel Hill

Staff Accountant Specialist

Bianca Folescu

Staff Accountant
Tax Advisor

Sophia Chandramouli

Chief Bean Counter
Good Friend to All

Kona “Boo Bear”