Jeremy Kaplan is a CFP®-certified financial advisor with two years of industry experience, currently associated with Oxford Harriman Private Wealth Management in Bloomfield Hills, MI. His prior roles include positions at Lincoln Investment and Thurston Springer Financial. Outside of advisory work, he has provided consulting services to an e-commerce company focused on product initiatives. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach that includes a variety of securities and alternative investments, utilizing third-party managers and platform services for execution and custody.

Jeffrey Kaplan is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Oxford Harriman Private Wealth Management and has previously worked at Lincoln Investment and Thurston Springer Financial. Kaplan is also involved in estate planning through a family LLC and serves as a trustee on various matters. Oxford Harriman Private Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm uses a tailored, multi-asset investment approach with continuous monitoring, offering a range of services from asset management to financial planning and retirement consulting.

Scott Goldberg is a financial advisor at Oxford Harriman Private Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Equity Planning Group, Inc. for 26 years. In addition to his advisory role, he is independently licensed as a mortgage loan officer. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm offers a tailored, multi-asset investment approach, comprehensive portfolio management, financial planning, and consulting services, utilizing third-party managers and custodial platforms for execution and administration.