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 and has more than 19 years of financial service experience. Learn more about Christopher here.

Samuel Irvine, CFP®, CRPC®

Sam has been a member of the Wealth Care Team since 2014 and more than 8 years of financial service experience. Learn more about Samuel here.

Angella O’Hara, ChFC®, FPQP

Angella has been a member of the Wealth Care Team since 2016 and has over 6 years of financial service experience. Learn more about Angella here.

Glenna Shores

Glenna has been a member of the Wealth Care Team since 2020 and has more than 3 years of financial service experience. Learn more about Glenna here.