I founded Caplan Financial Group in 1992 and currently serve as the Chief Investment Officer. My background in accounting and law, together with over 25 years of experience in asset management and the insurance field, enables me to address the issues faced by clients in today's complex investment, estate planning and tax environment. I actively serve all domestic and international clients of the firm.

I began my career with the international accounting firm KPMG in Washington, DC, and was responsible for auditing and tax planning for individual and corporate clients. I entered law school in 1990, concentrating my studies in tax, estate and corporate law. During my final year of law school, I created the predecessor firm to Caplan Financial Group, LLC. I earned my Bachelor of Accountancy degree with distinction from George Washington University in 1985 and my law degree with honors from University of Maryland School of Law in 1993.