Davie Kaplan Named a 2025 Top Avantax Firm

Representatives from Davie Kaplan were celebrated as Elite Financial Professionals of Avantax during the invitation-only Avantax Elite Summit 2025 in Banff, Alberta, Canada. Avantax is a community of tax-focused financial professionals within Cetera.

The small contingent of independent Avantax financial professionals invited to the Avantax Elite Summit, held June 1-4 at the Fairmont Banff Springs, was recognized for their exemplary commitment to serving their clients and overall business achievements from the previous year. They also had the opportunity to network with other leading firms in the Avantax Community and to meet with Avantax and Cetera leadership.

“We’re incredibly proud to be recognized among the top firms at Avantax,” said Fran Ostrom, Partner and Director of Financial Services at Davie Kaplan. “This achievement reflects the deep relationships we’ve built with our clients and the dedication our team brings to delivering thoughtful, personalized guidance every day. It’s an honor to be part of a community of advisors committed to excellence.”

Davie Kaplan is committed to changing clients’ lives by building trusted relationships and delivering the tax-focused financial planning and wealth management their clients need as they navigate their financial journey.

“Each year we look forward to our Elite Summit to celebrate the successes of our Avantax financial professionals and their teams,” said Avantax Community Leader Clint Brookshire. “This coveted experience is more than just a celebration – it’s a testament to the excellence, dedication and leadership our top-producing firms demonstrate every day. In the stunning setting of Banff, we were honored to recognize these outstanding financial professionals whose commitment continues to help shape the future of our unique tax-intelligent community, while being an example for our entire industry to follow.”