Who We Are
Dave Kaplan
Financial Consultant
636.397.6201
Dave Kaplan has served the St. Louis area as a financial advisor since 1996. Dave’s focus is on helping individuals and small businesses build and preserve wealth, while also planning for inter-generational wealth transfers. Dave...
Michele Touchette
Administrative Assistant
Michele Touchette works closely with Dave Kaplan to ensure clients receive the personal service they desire. She has a genuine interest in helping others and is focused on providing excellent support with a smile. Clients are often in...
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