Davie Kaplan, CPA, P.C.
Johnny Koppen is an Audit Associate at Davie Kaplan, CPA, P.C. since September 2023, having previously served as an Accounting Intern at the same firm earlier in 2023. Other professional experiences include accounting internships at Seabreeze Amusement Park and a role as an Associate at The Links at Greystone. Prior positions also include Front Desk Associate at St. John Fisher University and Overnight Stocker at Lowe's Companies, Inc., along with a tenure as a Stock Clerk at Kohl's. Johnny Koppen earned a Bachelor's degree in Accounting from St. John Fisher University, completing studies in 2023.
Davie Kaplan, CPA, P.C.
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) Please visit www.avantaxwealthmanagement.com/social_policy/ for more information 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.