Our Firm

James D. Kaplan, CLU, Principal. James Kaplan is the founder of KB Financial Partners and has been a financial advisor since graduating from Lehigh University in 1983. As President of the Group, Jim serves to develop the overall strategy and services of KB Financial Partners. Jim is a recognized expert in the area of sophisticated estate and investment planning and is a frequent speaker at industry meetings, law firms and investment banking firms, focusing on concepts of estate planning, investment planning and sophisticated uses of life insurance. Jim is a Certified Life Underwriter and serves on the Board of Directors for The Equitable Agents Reinsurance Company (EARC) and The Alliance for Young Artists and Writers. Jim lives in Princeton, New Jersey with his daughter and son.

Email Jim: jkaplan@kbfinancialpartners.com.

William H. Damora, CLU, ChFC, CFP, Principal. Co-founder of KB Financial Partners and Kingsbridge Financial Group, Bill has worked in the Wealth Management industry since 1975, specializing in sophisticated planning techniques for high net worth individuals and successful businesses. A graduate of Montclair State University and the American College, he has lectured worldwide and has been published in numerous magazines including Medical Economics. The Journal of Financial Services Professionals, and Brokers World. Bill and his wife Joan have two grown children and reside in New Jersey and Martha’s Vineyard.

Erik Mosholt, CFP®, Director, Chief Investment Officer. Erik is the firm’s senior investment professional and oversees the Group’s investment services. He has over 15 years of investment experience. Prior to joining KB Financial Partners he was Senior Vice President and Director of Investment Products at AXA Advisors, LLC in New York. He started his career with Prudential Bache in 1990 where his last position prior to joining AXA Advisors was as Vice President, Director of Mutual Fund Advisory Products. He is a Certified Financial Planner® professional and received his B.S. from Boston College in 1990. He lives in Middletown, New Jersey with his wife Lina and two children.

Email Erik: emosholt@kbfinancialpartners.com.

Louis C. Fancher III, CFP®, Director. Louis has broad experience with estate and wealth planning, executive benefit planning, asset allocation and sophisticated life insurance planning. Louis is a principal of the KB Financial Partners. His accreditation includes Certified Financial Planner®, a Certified Life Underwriter and a Chartered Financial Consultant. Louis completed his MBA in 1994 with a thesis on "Investment Strategies". Louis has been with the firm since 1996. Prior to joining KB Financial Partners, Louis worked for ALCOA and served as an Infantry Officer (82nd Airborne Division) and Airborne Ranger in the United States Army. Louis and his wife Lee Ann live in Bucks County Pennsylvania with their two young sons.

Email Louis: lfancher@kbfinancialpartners.com.

Daniel J. Furiness, CFP®, Director of Financial Planning. Dan is responsible for the execution and delivery of the Firm’s insurance and financial planning services to its Clients. He has broad experience in sophisticated insurance case design and analysis, cash flow modeling, employee stock option valuation, and executive equity compensation. Prior to joining KB Financial Partners, Dan was a management consultant for The Hayes Group International focused primarily on mergers and acquisitions and corporate strategic planning. Dan began his career as a project manager for ABB in the electric power industry. Dan graduated with a BS in Electrical Engineering from Lehigh University in 1988 and completed his MBA in Finance at Rutgers University in 2000. He lives in Yardley, Pennsylvania with his wife Laurie and their son and two daughters.

Email Dan: dfuriness@kbfinancialpartners.com.

Brad K. Heindel, CFP®, Director of Investment Research. Brad is responsible for investment research and due diligence, portfolio design and implementation. He has broad experience in investment management, asset allocation modeling and financial planning. Prior to joining KB Financial Partners, Brad served as a financial planner for Morgan Stanley and Carnegie Wealth Management. Brad is a Certified Financial Planner® professional and holds a BS in Finance from Bloomsburg University. He currently resides in Newtown, Pennsylvania with his wife Erin and their two children.

Email Brad: bheindel@kbfinancialpartners.com.

Linda Valente, Investment Services Operations Manager. Linda is responsible for the day-to-day operations and processing of our investment management services. Her role includes account opening, implementation, trading, cash allocation, disbursements and customer service.  She acts as our liaison with Schwab and our third party money managers, and is responsible for client reporting as well. Linda joined KB Financial Partners in 2005 with more than 10 years of diverse operations and brokerage experience at First Investors Corporation, where she began her career.  She resides in Old Bridge, New Jersey with her husband Anthony and daughter.

Email Linda: lvalente@kbfinancialpartners.com.

Robyn J. Wollert, Assistant to the President. Robyn is responsible for client relations, insurance underwriting, and customer service. Prior to joining KB Financial Partners in 1997, she worked as an Assistant Vice President at a commodities trading company.

Email Robyn: rwollert@kbfinancialpartners.com.

John G. McCormick, JD, ChFC, Director. John is responsible for providing investment and financial services specifically to our law firm clients. Prior to joining KB Financial Partners in 2000, John was a commercial litigation partner with the Philadelphia-based law firm of Dilworth Paxon, LLP. With his experience, he brings a unique perspective to our team. He received his JD in 1990 from Temple University School of Law and he earned his BA from Georgetown University in 1987. John is a Chartered Financial Consultant and is a member of the Philadelphia Estate Planning Council. He serves on the Board of Directors of the Symphony in C. He lives in Haddonfield, New Jersey with his wife Dawn and their 8 children.

Email John: jmccormick@kbfinancialpartners.com.

Kristopher Grossman, Director - Kris joined KB Financial Partners in 2009 after spending five years as an investment banker, including four years with Barclays Capital, where his clients were healthcare companies ranging from startup to major Fortune 500 firms. While at Barclays, Kris worked on deals including mergers and acquisitions, bond offerings and IPOs. Kris graduated from Cornell University in 2004 with a degree in biology, which he applied to his experience covering healthcare companies. At KB Financial Partners, Kris helps individuals and business owners make smart decisions to protect and build wealth. Kris serves on the Board of Trustees for the Clara Maass Medical Center Foundation in Belleville, NJ, is an active Cornell alumnus, and an avid golfer and skier. Kris was raised in Nutley, NJ and currently lives in Hoboken, NJ with his wife, Meghan.

Email Kris: kgrossman@kbfinancialpartners.com.

Thea C. Kennedy, Executive Assistant - Thea is responsible for direct administrative support to the Principal of our firm. This includes client service and relations as well as overall office management. She supports the new business team, and the estate and investment planning teams, who are responsible for the design, implementation and administration of the plans for our clients. Thea joined KB Financial Partners in 2010 with more than 16 years of diverse experience in commercial property management where she worked as an assistant property manager and tenant relations coordinator. She currently resides in Bucks County, Pennsylvania.

Email Thea: tkennedy@kbfinancialpartners.com.

Alejandra E. Cabria, Administrative Assistant - Alejandra is responsible for supporting a team of financial professionals who are responsible for the design, implementation and administration of complex financial solutions for our clients. She is also the liaison for our Spanish speaking institutional and affluent clients in Europe and Latin America. Prior to joining KB Financial Partners in 2011, she worked as a Principal Financial Analyst for the International Finance Group at ConvaTec, Inc. and was responsible for the Latin America region. She currently resides in Hightstown, New Jersey.

Email Alejandra: acabria@kbfinancialpartners.com.

Hugo W. Scheeren, Analyst - Hugo is primarily responsible for analyzing potential alliances with institutional clients such as banks, accounting firms, and public companies. Additionally, his responsibilities include the development and implementation of business and marketing plans as well as assisting the principal with special projects. Hugo joined KB Financial Partners in 2011 after graduating from Dickinson College where he majored in International Business Management and minored in Spanish. Prior to joining KB Financial Partners, Hugo had also interned at the Wealth Management Branch of UBS. He currently resides in Princeton, New Jersey.

Email Hugo: hscheeren@kbfinancialpartners.com.