Randy Kaufmann entered the Insurance and Financial Services industry in 1976. Randy began to develop Business clients throughout Central PA and expanded to the North East (Scranton and Wilkesbarre area). in 1978 he hired his first Marketing Assistant.

Randy joined Prudential Financial Services and began to develop a more comprehensive planning organization - specifically around Qualified Retirement Plans, Business Continuation, and Executive Benefits

Randy was appointed Managing Director of Prudential Financial Services in the Greater Harrisburg Agency. In 1997 he returned to personal production and continues to service his clients.

In 2005 our DBA, Kaufmann & Associates, LLC was created.

Greg Kane joined us in 2009 and began working with our clients, where his primary focus is building and managing their investment portfolio.

We welcomed Maryann Hermann to the team, as another advisor in 2017. Having 20+ years of experience, Maryann brought additional value in creating relationships in both the personal and business markets.

We continue to grow and have added another advisor to the team, Adam Schopp, as well as two marketing assistants Philip Walby and Kelsey Schopp, for a total of 4 advisors, working specifically in the Business Market, in Insurance and Financial Services, including fee-based planning.