Our Leadership

In February of 1979, Candi went looking for long-term career.

It was a challenging time for women to break into the financial industry.  After many difficult conversations, and interviews, Candi was hired by the Mutual Insurance Company of New York. 

While insurance was only a piece of the puzzle, it was an important first step because it taught Candi about risk first.  Candi became experienced in Disability Income Insurance, earned her RHU, and helped MONY write one of its Disability Income Insurance contracts. 

Quickly after her arrival, she understood that independence was important to her and being able to give her clients objective financial advice was paramount to her.  So, she and MONY agreed that she would move out of the agency and be independent while maintaining their affiliation.

Shortly after earning her independence, Candi recognized that Financial Planning was the future of the industry and in 1987, Candi earned her CERTIFIED FINANCIAL PLANNER^TM certification.

Many of Candi’s clients were key people or owners of companies and she was often asked to help take care of her client’s employees.  She launched Kaplan Benefits Group and today, we serve over 80 companies.

In 1993 Candi was honored by the Mutual Life Insurance Company of New York as their “Man of the Year”*.  She was only the third woman in MONY’s 150-year history to receive that prestigious award. She has been lucky enough to be honored with company and industry awards for leadership, sales performance and outstanding client service every year of her career.

Volunteer leadership is one of her passions and she is presently the Board President of the Jewish Social Service Agency (JSSA) of Washington.  She has also served as Chairman of the Dean’s Council of the Columbian College at George Washington University, and Chairman of the Council of Chairs, a member of the Planned Giving Committee of the University, as a proud graduate from GW earning her bachelor’s degree.

She has served as a member of the Financial Planning Association, XPX DC Metro, and the Congressional Bank Advisory Board.

As a Chartered Financial Consultant® Designee, she combines her passion for financial planning with her strategic acumen in business.  Businesses all over the region look to her for her advice and counsel.

She currently lives in Potomac, Maryland with her husband, Ron Lipsman.  While her daughter Sarah stayed close and lives nearby with her husband Nick, and their children, Asher and Charlotte, Candi also enjoys family time with her son Jonathan, his wife Doris, and their sons, Eli and Reed.

Candi feels that she has been blessed with a beautiful family who she adores, a 40-year career she is passionate about, and a wonderful community that she enjoys giving back to.

*1993 Man of the Year Award, created by Mutual Insurance of New York. Presented in 1993, based on the previous year’s sustained production, service to her community and contributions to the industry. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor.

Matt has been working in the financial industry for over 21 years. He grew-up in the Philadelphia area and spent his summers working in the New Jersey beach town of Ocean City. Matt earned his Bachelor of Science Degree from Perley Isaac Reed School at West Virginia University. He got his start in the industry as an Employee Benefits Specialist with the Principal Financial Group in 2000. 

Matt moved to the DC metro in 2001 where he earned his FINRA securities registration, Series 7 and Series 63 while working for First Financial Group as a registered representative. Matt worked as an individual investment broker guiding clients in planning for the financial hurdles they may encounter along the way. In 2007 he joined Kaplan to assist in servicing the group benefits clients.  In this new role he has continued to expand his understanding of the intricate and vast field of group benefits.

Currently, Matt oversees the operations of Kaplan Benefits Group where he works with owners and executives to create custom benefit offerings built to attract and retain top talent.  He also assists retirement plan trustees navigate their obligations as part of the services as acting as a retirement plan fiduciary. Matt works constantly to improve the interaction with clients, upgrade technology and tailoring Kaplan Benefit’s service model to meet their ever-changing needs.

Matt prides himself on the fact that over 90% of new business comes in the way of personal referrals and that many clients have engaged Kaplan Benefits for their employee’s needs for multiple ventures. 

Matt lives in Leesburg, VA with his wife Jackie and their 2 boys, where they are active in local community charities and assist with many of the area’s youth sports programs.  They are an avid outdoors family who enjoy sailing, surfing, skiing and hiking.

Matt has extensive experience in both the group and individual markets.  He is a Certified Plan Fiduciary Advisor (CPFA) as well as an Accredited Investment Fiduciary (AIF)® Designee. Matt also holds Life & Health and Variable licenses in MD, VA, DC, PA and NJ.

Paul joined the Kaplan team in February 2023.  As Director of Investments, Paul handles cashiering activities, trading and model management, and investment research.  Prior to working at Kaplan, Paul interned with Legacy Advisors in McLean VA and then spent 15 years with Mason Investment Advisory Services, an RIA located in Reston, VA.  While at Mason, Paul gained a wide range of experience working in the firm’s Operations and Portfolio Management departments.  He received his bachelor’s degree in Family Financial Management from Virginia Tech and holds his FINRA Series 7, 66, and 24 registrations. 

In his free time, Paul enjoys international travel and has been on trips to London, Beijing, Shanghai, Tokyo, Prague, Vienna, and several other world-class destinations around the world.  While abroad, Paul enjoys sampling the local cuisines and sightseeing.  In addition to his passion for international travel, he also enjoys playing his guitar and spending time with his wife and 1-year-old daughter.