ABOUT US
We’re invested in you.
Our mission is to develop relationships with individuals, families, and businesses by providing holistic financial and accounting services that meet each client’s unique goals. We guide our clients on growing and protecting their assets, providing tax free retirement plans and nursing home funding, college savings, estate planning, and self-employment/small business needs. Perhaps most importantly, we always keep tax liability top of mind.
Ron Koplan — Founder
‘I have been in this business for 4 decades! I am a Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, Chartered Global Management Accountant and Accredited Estate Planner. I am a dog lover, daily exerciser, and skier, and my favorite dessert is cheesecake.’
OUR TEAM
Anne Koplan — CPA, MBA
‘I’ve been doing corporate taxes since mid-2006 when I joined Ernst & Young LLP. I stayed there for two years and then joined BlueCross BlueShield of Tennessee in the tax department. I was there for two years and then joined Ron in his firm. I earned my CPA license in 2009.
My undergraduate degree was in Computer Science from Indiana University of Pennsylvania. I also earned an MBA from UTC .
Fun fact – I LOVE dogs and like to garden and cook.’
