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

This Month’s Featured Referral Partners

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

Jim Rasmussen

Morrow Insurance Agency, Inc.

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.

Insurance: Healthcare

Jane B. Hatley

Self-Help Credit Union

We offer business loans of all sizes, including very small and very large, as well as technical services to entrepreneurs. Our credit builder loans help you create/build credit. Our specialty CD's allow you to invest your money for social impact.

Banking: Lending

Matt Groome

Colton Groome & Company

Colton Groome & Company is Western North Carolina's most established wealth management firm, specializing in Corporate Retirement Plans. We have helped individuals, families, and businesses succeed inter-generationally since October 1, 1950.

Retirement Plans

Derek J. Allen

Ward and Smith, P.A.

Ward and Smith, P.A. is a full-service law firm with more than 90 attorneys working as a team from five offices, from the coast to the mountains of North Carolina. Our goal is to provide exceptional service to our clients.


Drew Pollick

Craft HR Solutions, LLC

Craft HR Solutions, LLC offers fractional HR services to small and mid-sized businesses experiencing growth and scaling challenges. Experienced HR professionals provide services in recruiting, handbooks, engagement, training and more.

Human Resources

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.

September 26, 2019

In their most recent on-line newsletter, Kaplan CFO Referral Partner, The Platinum Group shared a story that perfectly reflects our view of how any community ensures success for all. 

There is a distinctive point in autumn when a noticeable shift hits the light. It hangs just a wee bit lower in the sky, telling of the darker days ahead. Instantly a mood is sparked and the adventure begins.

One tale that illuminates this so beaut...

As the country's business focus shifts to understanding the value of company culture and employee satisfaction, employee engagement has become a hot topic for managers and CEOs. Employee engagement is the level of commitment an employee feels toward the organization they're working for. While many businesses are working toward employee satisfaction with more flexible work hours and improved working conditions, employee engagem...

The following content is provided courtesy of Kaplan CFO's Referral Partners, a network of trusted service providers working with our CFOs on behalf of our clients. For more information, visit our Referral Partner page.   

The Consolidated Omnibus Budget Reconciliation Act (COBRA) has been a law for over 30 years, but many business owners still do not understand what it requires of them. The law, designed to make...

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