Donald Kaplan

Our Retired Founding Partner

He laid the foundation of our family business in 1962 when he began his career in the securities industry. In 1981, he partnered with his nephew, Scott, to begin the family partnership.

In the 1990s, Donald recognized how offering unbiased, non-transaction oriented investment guidance may benefit his clients. As a result, he began to transition the practice to the broad, fee-based wealth management business it is today.  Donald retired in 2017.

Donald has been married for more than 50 years to his wife, Kathie, with whom he has three adult children and five grandchildren.