Our Team

I have been a financial professional for over nine years and licensed in many states including all of the northeast corridor.  As a fiduciary and advisor I take a holistic approach to retirement planning with a focus on small businesses, pre/post retirees, helping young families and wealth protection.  Analysis and preparation is the key to financial success and we explore this thoroughly so your mind is at ease when you think about your future.  I maintain an agency relationship with New York Life and the Boston General Office but am not exclusively restricted to their products.

In my free time I enjoy the company of my wife and three kids, going to the theater and visiting Disney as much as possible.  I can be reached at jason@kaplanfamilyfinancial.com

After a thirty year career at Verizon I retired in 2022 to be a full time office manager with Kaplan Family Financial.  I assist Jason with scheduling, client requests and day to day operations.  I enjoy reading, spin classes, vacationing and most importantly spending time with family and friends.

As a full time finance major, a competitive NCAA gymnast and one of the youngest interns at New York Life my plate is certainly full.  I am either studying for an exam, training 3-4 hours a day or working with my dad learning the family practice.  I spend what little free time I have hanging out with my girl friend, Sara and watching sports.