Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families.

Davie Kaplan was named a 2023 Top Workplace in Rochester for the 7th consecutive year, and ranks as one of the Best Companies to Work for in New York in 2023.

Member of FINRA, SIPC (www.FINRA.org, www.SIPC.org)
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Investment advisory services offered through Avantax Advisory Services℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.


Investment Management

Accounting

Davie Kaplan, CPA, P.C.

Scott Kogler

Sean Wegman

Jennifer Jones

Sheila Monachino

Ryan Fuller

Accounting and Finance

Partnership Team

Administrative Support

Operations Team

Davie Kaplan, CPA, P.C.

Org chart

Teams

Accounting and Finance

Partnership Team

Administrative Support

Operations Team

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