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. 

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.


Tyler Howard

Boys Arnold Wealth Management

Wealth Advisor

Our team works closely with each client to develop integrated financial solutions that are customized to their goals, and backed by insightful research, thoughtful innovation, and decades of experience.


Charley White

Charley White 3, LLC

Business Consulting

Professional EOS (entrepreneur operating system) implementation. I facilitate full day off-site sessions to get owners and their leadership teams strong in 6 key components of their business (Vision, People, Data, Issues, Process and Traction).


Kemper W. Brown, Jr.

The Electronic Office


For more than 38 years, The Electronic Office has strived to be the trusted technology advisor of each client we serve. We provide managed IT services and forward-thinking IT strategy to keep our clients' data and I.T. systems secure and reliable.


Jim Rasmussen

Morrow Insurance Agency, Inc.

Insurance: Healthcare

We take a holistic approach in developing better benefit decisions, providing efficiencies and lower costs, helping clients avoid regulatory penalties and help clients experience a more engaged and productive workforce.


Mark McLaughlin

McLaughlin Strategy


McLaughlin Strategy works with enterprise leaders to build and protect the brand. I link financial management with marketing to improve margins, grow market share and manage risks.