Francis L. Ostrom III, CFP®, CBEC™ has been admitted as an equity member of Davie Kaplan Wealth Care Advisors, LLC.

DAVIE KAPLAN, CPA, P.C. is proud to announce that Francis L. Ostrom, Ill, CFP®, CBEC™ has been admitted as an equity member of DAVIE KAPLAN Wealth Care Advisors, LLC. As the Director of Financial Services he participates on the Executive Committee and provides strategic and creative leadership to business growth initiatives, staff development and the daily operations.

Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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