Wealth Care Advisors Team
As a client of Davie Kaplan Wealth Care Advisors, LLC, you have the distinct advantage of knowing that you are working with not only a team of seasoned investment professionals who have achieved the CERTIFED FINANCIAL PLANNER™ certification but are also joined by Certified Public Accountants to provide you and your family with extensive professional expertise in matters pertaining to your financial well-being.
This team approach to working on your financial well-being is unique in investment and tax related practices.
Meet our team of investment professionals:
Francis Ostrom, III, CFP®, CBEC®
Fran has been a member of the Wealth Care Team since 2013 and has more than 40 years of financial service experience. Learn more about Francis here.
Christopher Sassone, CFP®, CLTC®
Chris has been a member of the Wealth Care Team since 2009. Learn more about Christopher here.
Samuel Irvine, CFP®, CRPC®
Sam has been a member of the Wealth Care team since 2014. Learn more about Samuel here.
Angella O’Hara, ChFC®, FPQP™
Angella has been a member of the Wealth Care team since 2016. Learn more about Angella here.
Glenna has been a member of the Wealth Care team since 2020. Learn more about Glenna here.
Anne joined Davie Kaplan in 2021 and is a Wealth Care Assistant. Learn more about Anne here.