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Professional Education and Training
• Enrolled Agent (EA) - US Treasury (learn more
about EAs here
and here)
• Certified Financial Planner – College of
Financial Planning
• Doctor of Dental Surgery – Emory University
School of Dentistry
• Bachelor of Science, Biology – Emory College
Work and Relevant Experience
•
Cambridge Wealth Counsel, 2005– Present
Chief Investment Officer•
Cambridge Wealth Counsel, 2003 – Present
Financial Planner •
The Goldman Sachs Group, Inc.
(The Ayco Co., L.P.), 2000 – 2003
Financial Planner •
Kaplan, Kaplan, and Wieder (Investment
Partnership), 1993 – Present
Managing Partner •
Greenbriar Dental Care, P.C.
, 1987 – 2000
President •
Kaplan, Kaplan, and Kaplan (Investment
Partnership), 1986 – Present
Managing Partner •
Practicing Dentist, 1981
– 1999
D.D.S.
Associations and Boards
•
National Association of Personal Financial Advisors (NAPFA)
•
Member, Financial Planning Association (FPA)
• Member, National Association of Enrolled Agents
• Member, National Association of Tax Professionals
• Life Member, American Association of Individual Investors
• Board of Directors, Wyngrove Homeowners Association
• Member, American Dental Association
• Member, Georgia Dental Association
• Member, Northern District Dental Society
• Member, American Society of Retired Dentists
• Member. Congregation Etz Chaim
Charitable/Community Organizations Supported
•
Pancreatic Cancer Action Network
• The Davis Academy
• Atlanta Jewish Federation
• Emory University
• Crohns and Colitis Foundation
• Atlanta Speech School
• Congregation Etz Chaim
• The Epstein School
• The Greenfield Hebrew Academy
• Jewish Family and Career Services
• Marcus Jewish Community Center
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WABE |
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