Meet Our Team

Our Team

JLFranklin Wealth Planning takes a team approach to working with clients whose financial lives we can impact the most. We specialize in tax planning as well as planning for stock options and other equity awards, helping our clients to meet their goals and live their dreams.

Joyce Franklin CPA, CFP®

Founder & Lead Advisor

Tarren Schaar, CFP®

Wealth Manager & Operations Director

Samantha Beauvais

Support Advisor

Ashley Rittershaus, CFP®

Financial Planner

Lizet Ramirez

Client Service & Operations Manager

Karen Sulkis​

Writer & Editor

Natalie Silverman

Social Media Intern