Kaplan CFO Referral Partners

Our Referral Partners are those business professionals with whom we have developed a high level of trust and who recognize the benefits of partnering with Kaplan CFO.  They represent a wide range of service industries: accounting, legal, banking, insurance, human resources, marketing and more; each one is qualified and sponsored by a Kaplan CFO Partner. Working together, we pool our insights and experience in order to create more value for all our clients. 

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Referral Partner News & Insights

Qualified Referral Partners are invited to contribute their news and insights. Simply email your content to [email protected] for consideration. Posts that appear on our website will also be reposted on LinkedIn.

This Month’s Featured Referral Partners

Click on a Referral Partner to find out more about that individual.


David Goldstein

Alliance Funding Group

Banking: Lending

One of the largest privately held direct lenders in the nation. Transaction sizes from $25,000.00 to $25,000,000.00.


Adrian Vassallo

DHG Wealth Advisors LLC

Wealth Advisor

Our firm, DHG, offers various accounting, tax, assurance and wealth advising services to our clients. We strive to support our clients in achieving their goals with financial clarity.


John Kimberly

Carolina Alliance Bank

Banking: Commercial

Commercial banking to include lending, leasing, and treasury management services for businesses as well as personal banking and mortgage products for individuals.


Aaron Slate


Banking: Lending

Commercial banker that supports businesses with their lending, depository and ancillary needs. Provides a consultative approach in supporting businesses' growth and cash flow needs.


Annice Brown

Annice Brown, Inc.

Business Consulting

- Business planning (including writing a bankable plan)
- Strategic Planning facilitation
- Best Year Yet coaching
- Economic Development Projects

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