DAVIE KAPLAN - Key Persons
A Rochester native, Sheila resides in Pittsford New York with her husband and her three German Shepherds. She enjoys quiet time at home reading, gardening and visiting her son Anthony and his extended family. She also enjoys traveling to visit her daughter in Mississippi where she is currently finishing up medical school. Outside of tax season, she also volunteers at the Friendly Home of Rochester.
Job Titles:
- ChFC®, FPQP™, Advisor / Operations Manager
- Member of the Wealth Care Team
Since joining Davie Kaplan in 2016, Angella has obtained the Chartered Financial Consultant™ and the Financial Paraplanner Qualified Professional™ designation and has moved from being a licensed assistant to a trusted Advisor and the key person for Davie Kaplan Wealth Care Advisor's compliance.
Angella prides herself on giving her clients a strong holistic financial plan that helps them plan for their futures. "Education of my clients is very important to me. Many of my clients find planning for their future scary or new to them, and I strive to end the fear of the unknown." In addition to meeting with clients, Angella works behind the scene to make sure that every client receives the best white glove service that Davie Kaplan is proud to offer. If asked, anyone on the Wealth Care team would say that Angella has a strong focus in documentation, processes, and effective solutions, all of which strengthen our relationships with our clients and communication with each other. Each challenge for Angella is a learning opportunity and a way to strengthen our knowledge base.
She is currently registered and has a Series 6, 7, 63 and 66 securities licenses as well as a New York State Life, Accident and Health Insurance License. She has specific training and expertise in the circumstances of divorced and widowed clients.
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.
As a partner, Brian coordinates and reviews various firm engagements including audits and financial statements, tax planning and consulting services. He has expertise in cost segregation consulting, peer review and auditing retirement plans.
Brian builds trusted relationships with his clients and has earned a reputation for his responsiveness. He understands that each client is unique and that there are different approaches to success. Through careful planning he works with his clients to achieve results.
Brian began his career in 2002 and joined the firm in 2004. Brian stays involved in the community as a board member of the YMCA and Rochester Hearing & Speech Center. He was a recipient of the Rochester Business Journal ‘Forty Under 40' award in 2014.
In his earlier days, Brian went bungee jumping, sky diving, mountain climbing, repelling and parasailing. He has been on numerous adventures, but we will never really know as Brian enjoys being in the moment and rarely takes pictures. He feels that pausing takes away from the beauty and significance of that moment.
Job Titles:
- Member of the Firm 's Audit Department
Bryan is a member of the Firm's Audit Department. He began his career at Davie Kaplan in the fall of 2019.
Education
B.S. Accounting, The University of New York at Geneseo
Job Titles:
- Member of the Firm 's Audit
Cassandra is member of the Firm's Audit and Accounting Department. She has experience working with audits, business processes, internal controls documentation and tax preparation for a wide variety of clients.
After completing the SUNY Geneseo Master's Program, Cassandra began her career at Davie Kaplan in 2014.
Education
M.S. Accounting and Minor in Mathematics, The State University of New York at Geneseo
Affiliations
AICPA - American Institute of Certified Public Accountants
Job Titles:
- CFP®, CLTC®, Financial Consultant / Investment Advisor
- Member of the Wealth Care Team
As an advisor, Chris works with the partners at Davie Kaplan to provide clients with comprehensive financial and investment planning. Having obtained his Certified Financial Planner ™ certification, Chris feels that the backbone to an individual's financial success, is a financial plan. The financial plan provides a framework for selecting investments and other vehicles necessary in achieving those goals and objectives.
Chris is passionate about helping clients navigate the sometimes complex world of planning, insurance and investments. In addition to his CFP®, Chris also has his Certified for Long Term Care® (CLTC®) designation. He specializes in walking clients through the different types of Long Term Care insurance and helping them choose a solution that is right for them.
Chris graduated from SUNY Fredonia in 1998 with a degree in business management and a minor in economics. He began his career in financial services in 2001 and joined Davie Kaplan in 2009. Chris enjoys giving back to his community and enjoys volunteering his time at The Ronald McDonald Charities of Rochester.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Chris is an avid sports fan (especially baseball) and follows the Red Sox, Bills and Sabres.
In college Chris was the Vice President of his Fredonia Blackhorse Rugby team which he played on for 3 years.
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.
Job Titles:
- Member of the Firm 's Audit
Claire is a member of the Firm's Audit and Accounting Department. She began her career with Davie Kaplan in October of 2017.
As a manager, Daniel's expertise is in understanding the needs of closely-held businesses and their owners. He has implemented many tax savings strategies for his clients in the real estate, manufacturing, restaurant and consulting industries. As a manager in the tax department, Daniel is responsible for coordinating and reviewing various firm engagements, including financial and tax planning, tax compliance compiled financial statements, and consulting.
Daniel always acts in the best interest of his clients. He is very conscientious about seeking out, presenting and implementing tax savings opportunities for them.
Daniel has been an integral part of Davie Kaplan's tax department since 2012 and has been in public accounting since 2004.
Dave assists clients in negotiating the purchase and sales of businesses, preparing financing packages, analyzing tax effects of alternative decisions, developing feasibility studies, and other related matters. He performs Peer Reviews of other CPA firms pursuant to the AICPA Peer Review Program. In addition, he has provided expert testimony and advice in a wide variety of malpractice, criminal, and civil cases. He represents clients before the Internal Revenue Service, New York State and other jurisdictions for audit and other tax matters.
Dave is a Board member and Treasurer of Nativity Preparatory Academy of Rochester; chairing the Finance Committee. He is also a Board member former Treasurer and Board Chair of Rochester Hearing and Speech Center. He is a past Chair and current member of the Peer Review Board of NYSSCPA. He recently joined the Peer Review Board of the Pennsylvania Institute of CPA's. He was a former Vice Chair, finance and governance Chair of McQuaid Jesuit and a past member of the Peer View Board and Joint Peer View Task Force of AICPA.
David joined the firm in 2005, and is a manager in the tax department.
David's background includes audits and reviews of financial statements and corporate, partnership, and individual tax matters including specialized tax services such as tax research, the New York State QETC and federal research credits , multi-state income tax preparation, and other state incentive programs and tax credits. David also specializes in audits of affordable housing developments including HUD, Rural Development and Low Income Housing Tax Credit properties.
Education
BA from the University of California at Berkeley
MBA coursework at Rochester Institute of Technology
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- CFP®, CBEC®, Director of Financial Services
- Director and Investment Committee Chair for the Rochester Rotary Charitable Trusts, Inc
- Director of Financial Services for Davie Kaplan Wealth Care Advisors
- Member of the Wealth Care Team
Fran is a Partner and Director of Financial Services for Davie Kaplan Wealth Care Advisors, LLC. He guides Davie Kapan's nineteen licensed professionals who provide wealth and financial planning services to the Firm's local, regional and national client base. Additionally, he provides business owners, executives and high net-worth individuals with strategic and creative plans. Through the design and implementation of plans such as ESOP's, management buyouts, family and third party exit strategies, business owners may successfully achieve their long-term financial goals.
Fran is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Business Exit Consultant™. He joined Davie Kaplan in 2013, but began his career in 1980. He specializes in Business Owner Exit Planning, Personal Financial Planning and Ownership Transition Strategies.
Fran is a Director and Investment Committee Chair for the Rochester Rotary Charitable Trusts, Inc. He is also a member of Rochester Rotary and the Rochester Estate Planning Council and a contributor to WealthManagement.com/Penton Media.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
With all of his travels, Fran has learned that sometimes the world can be a surprisingly small place. Fran met his wife in Washington, D.C. and later found out that the two families knew each other. Their wedding was a large family reunion!
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.
Gary strives to deliver timely and accurate advice to help businesses and individual clients become more successful. He specializes in trust, estate, individual taxation and retirement planning. As the Tax Department Chair, Gary manages the daily operations of the department and development of staff. He monitors policy, procedures and tax law updates.
Gary began his career at the firm in 1985. He likes to be involved in the community. He is the Treasurer and Chair of the Finance Committee for the Board of Governors at the Tennis Club of Rochester. He is also a member of the Estate Planning Council of Rochester. Gary was previously a Trustee and member of the Finance and Investment Committees for the Colgate Rochester Crozer Divinity School; a past Board of Management member and Chairman of its Finance Committee for the Northwest Branch of the YMCA; and a past co-chair of the United Way Success-by-Six Investment Team.
Job Titles:
- Client Operations Specialist
- Member of the Wealth Care Team
Glenna joined Davie Kaplan Wealth Care Advisors, LLC in 2020 as a Client Operations Specialist. She gathers onboarding information from clients, prepares monthly financial reports, and coordinates with financial institutions, such as broker dealers, custodian institutions, mutual fund companies, money managers and insurance companies. Prior to joining Davie Kaplan, she worked as an account executive at a commercial real estate firm performing due diligence, conducting financial evaluations for proposed loan collateral, and ensuring compliance with legal requirements for loan closings and litigation.
Education
B.S. Accounting, Grand Canyon University
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.
Greg has over twenty years of experience in the technology field.
As an Information Technology and Support Services Manager, Greg manages the IT operations within the firm. He also regularly advises clients with respect to their internal computer systems and overall IT matters.
Greg's specialties include system administration and network design and implementation. He is a Microsoft Certified Solutions Associate and a VMware Certified Professional.
As a partner, Greg works with his clients to help them reach their business and financial goals. He oversees accounting and auditing engagements and is very active in tax and other planning for business clients and their owners.
Greg builds trusting relationships. Clients rely on his guidance to help with business decisions ranging from the negotiation of financing packages to planning the transition of a family business to the next generation. He has earned a reputation for being a valuable resource in consulting with business owners and individuals to achieve successful results.
Greg began his career with the Firm in 1991. He has held several leadership roles within the Firm including Accounting and Auditing Department Head and Chair of the Quality Control Committee. Being active in the community is important to Greg. He is on the board of the Small Business Council of Rochester where he serves as Treasurer and chair of the ‘SBC Cares' program. Greg also serves as a board member and Treasurer of the Rochester Rotary Charitable Trust. He was a recipient of the Rochester Business Journal's ‘Forty Under 40' award in 2005.
Jim has many years of experience both in public accounting and working for a publicly traded corporation. During these years he gained in-depth knowledge and experience on many subjects which are important to small business owners and their families. As a result Jim is well suited for consulting on matters such as Succession Planning, Estate Planning and Financial Planning for owners of privately held companies and their families. While Jim has retired from Davie Kaplan he continues to work with clients of the firm and others on a consulting basis advising the clients on various tax, accounting, strategic and estate planning ideas. Many clients appreciate the continuity which results from Jim's continued involvement in these important matters because it enhances the service provided to them.
Jim welcomes consulting needs from existing clients and others who are searching for advice in the planning areas associated with privately held businesses.
Education
BS in Accounting from the State University of New York at Albany
Jim is a member of the Firm's Tax Department. He primarily works with business owners on a variety of bookkeeping and tax planning strategies.
Jim began his career at Davie Kaplan as a seasonal income tax processor and became a full-time employee in 2008. Prior to this, Jim spent 25 years as an exterior contractor.
Education
B.S. in Accounting, The State University of New York at Brockport
As the manager in charge of the tax department, Jeanette has over twenty years of experience with small to medium size companies. She has extensive knowledge of estate and trusts and also specializes in individual taxation.
Jeanette focuses on team approach to accomplish her clients' goals and utilizes her experience, knowledge and the firm's wide variety of specialties to obtain the best outcome for them. She believes that this approach, when working with various attorneys, executors and trustees, creates the most beneficial results.
Jeanette began her career as an accountant in 1995. She worked with a variety of companies allowing her to gain a vast knowledge base in order to best serve her clients' needs. Jeanette is a graduate of Alfred State College and SUNY Brockport. She is on the Executive Committee of the Estate Planning Council and has presented at the Rochester Tax Institute and various other seminars and training programs.
Jeanne has been with the Firm since 1991 and is a shareholder in the Tax Department.
She specializes in taxes and tax planning for businesses and individuals, with a concentration in real estate and service related companies and the individuals that own them. She also is involved in estate planning, and has a special interest in eldercare issues and asset protection.
Jeanne has also developed an expertise in and heads up the Firm's activities with regard to Cost Segregation Studies.
Education
BS in Accounting from the State University of New York at Albany
MS in Taxation from the State University of New York at Albany
As a partner, Jennifer provides trusted advice to clients to help them achieve their personal and financial goals. Her industry expertise includes, but is not limited to; manufacturing, wholesale, real estate development and management and broker dealers. In addition, Jennifer is a team member on Peer Review engagements.
Jennifer delivers great value when working with clients to define and achieve their fiscal goals. Her experience in a wide range of industries, coupled with her intricate understanding of her clients businesses, makes her an integral part of their team.
Jennifer began her career at the Firm in 1994. She is member of the firm's internal Quality Control Committee and serves as the Accounting and Auditing department chair. She is a board member of the Canandaigua National Bank Advisory, the F.F. Thompson Hospital Foundation Board and a former member of the Finance Committee of the Big Brothers Big Sisters of Greater Rochester.
Jennifer is interested in anything and everything related to home décor. She draws inspiration from TV shows, and magazines to shopping. These inspirations often translate into her new home and redecoration projects.
Job Titles:
- Member of the Tax Department
- PFS
Jack's expertise is in tax planning for individuals and for the manufacturing, wholesale, construction, real estate, retail and healthcare fields.
Jack joined the firm in 1972 as a member of the Tax Department and became a shareholder in 1979.
Job Titles:
- Member of the Firm 's Small Business Department
Julia is a member of the Firm's Small Business Department and The BASE Team (Business Accounting and Support Experts). She enjoys working closely with business owners and staff to ensure that their accounting and bookkeeping needs are met.
Julia has over 19 years of consulting, accounting and taxation experience. Her extensive knowledge of QuickBooks and other business applications allow her to educate and assist clients with financial reporting to further advance their business.
Job Titles:
- Executive Assistant
- Member of the Firm 's Administrative Department
Karen is a member of the Firm's Administrative Department. She primarily supports Audit and Accounting partners and managers. Karen is a member of the Training Committee and is responsible for coordinating all internal trainings, as well as monitoring the staff's CPE requirements. She is also a member of the Business Development Committee. Additionally, Karen coordinates all large client events and seminars, including Davie Kaplan's annual two-day fall seminar.
Prior to joining Davie Kaplan, Karen worked as a Paralegal and Legal Assistant in corporate and legal settings. She brings over 25 years of experience supporting Attorneys and Senior Level staff.
Job Titles:
- Manager of the Firm 's Audit
Kirsten is a Manager of the Firm's Audit and Accounting Department. She leads engagement teams primarily in the manufacturing and construction industries. Additionally, Kirsten is involved in retirement plan audits.
Kirsten began her career at Davie Kaplan in 2012.
Education
B.S. and M.S. Accounting, State University of New York College at Brockport
Kristi began her career at Davie Kaplan in October 2020 as a member of the tax department. Kristi began her career at Davie Kaplan in October 2020 as a member of the tax department.
Education:
B.S. and M.S Accounting, University at Buffalo
Job Titles:
- Member of the Firm 's Audit
Lewis is a member of the Firm's Audit and Accounting Department. He primarily serves the manufacturing and construction industries.
Lewis began his career at Davie Kaplan in the fall of 2015.
Education
B.S. in Accounting and Finance, The State University of New York at Brockport
Job Titles:
- Administrative Assistant
- Member of the Firm 's Administrative Department
Marisol is a member of the Firm's Administrative Department. Prior to joining Davie Kaplan, Marisol worked in the real estate title insurance industry for almost 20 years.
Job Titles:
- Administrative Assistant
- Member of the Firm 's Administrative Department and a Part
Megan is a member of the Firm's Administrative Department and a part of the marketing committee.
Prior to joining Davie Kaplan, she worked on the management team at a local title company for over 8 years.
Education:
B.S. in Marketing, State University of New York at Fredonia
Job Titles:
- Senior Accountant
- Senior Accountant for the Firm
Michelle is a senior accountant for the Firm. She is responsible for the firm's invoicing, accounts payable, payroll, general ledger, and financial statements. Additionally, she is responsible for all accounting functions for our affiliated financial services entities.
Prior to joining Davie Kaplan in 2008, Michelle worked as an accountant at several local manufacturing companies.
Education
B.S. Accounting, Saint John Fisher College
As a partner, Nick is responsible for coordinating and reviewing various firm engagement including audits, reviews and compilations. He works with clients to develop tax and transition planning, and is also involved in the preparation and review of tax returns. Nick has an extensive background in various industries including manufacturing, transportation, non-for-profit and governmental.
Nick began his career in 2005 and joined the firm in 2013 as a manager in the audit and accounting department. He is a graduate of St. John Fisher College and is member of the finance committee for the New Community at the University of Rochester and of the Nativity Preparatory Academy of Rochester as well as a member of the Association of School Business Officials.
Job Titles:
- Member of the Wealth Care Team
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.
As a manager in the Accounting and Auditing department, Sarah leads engagement teams on audit, review, and compilation engagements in a variety of industries including real estate, manufacturing, construction, employee benefit plans, non-profit and broker dealers. In addition, she assists with corporate, partnership and individual income tax planning and preparation for her business clients and their owners.
Sarah began her career at Davie Kaplan in January 2012 after graduating from The College at Brockport. With a passion for understanding how things work and problem-solving, Sarah was drawn to the public accounting profession and found the perfect fit working with closely-held businesses and their owners.
As a manager, Sean works with clients on a range of attest and consulting services, as well as conducting tax planning, and filing responsibilities for those entities and their owners.
Sean is enthusiastic in consulting with his clients to help them meet and exceed their goals in all facets of their business. He spends time analyzing, listening and asking questions, and drawing on prior experience to provide advice and problem solving in areas including financial performance, internal process improvement and operational challenges.
Sean is a graduate of SUNY Geneseo and a member of their School of Business Advisory Council. He has over ten years of public accounting experience working with clients of all sizes in a variety of industries including real estate, manufacturing, distribution, transportation, gaming, health care, higher education and non-profits.
Sheila is a manager in the Firm's tax department and brings over 21 years of experience in public accounting. She works with closely held businesses, trusts and estates and also specializes in individual taxation. She enjoys working with various industries including real estate, retail, manufacturing and professional services. Sheila has found public accounting to be the perfect fit - each day brings something different. No two projects or tax returns are alike. She is also a certified Quick Books Pro Advisor.
Sheila is a graduate of Nazareth College.
Todd spent the first four years of his career at a "Big Four" accounting firm before leaving for a financial position in industry. He spent the next 20+ years at several companies in the Rochester area before returning to public accounting with Davie Kaplan in 2007. As CFO, Todd's responsibilities are internal to the firm rather than client services.
Todd received his B.S. in Accounting and MBA from the State University of New York at Buffalo. He is a member of the Rochester Chapter of the Financial Executives Institute.