Francis L. Ostrom III, CFP®, CBEC™ has been admitted as an equity member of Davie Kaplan Wealth Care Advisors, LLC.
DAVIE KAPLAN, CPA, P.C. is proud to announce that Francis L. Ostrom, Ill, CFP®, CBEC™ has been admitted as an equity member of DAVIE KAPLAN Wealth Care Advisors, LLC. As the Director of Financial Services he participates on the Executive Committee and provides strategic and creative leadership to business growth initiatives, staff development and the daily operations.
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