New Team Member!

Linda Kaplan serves as the Operational Assistant to Kendyl Roundtree, supporting the firm’s day-to-day operations and helping ensure a seamless, high-touch client experience.

With a background as Vice President and Office Manager at Jeff Kaplan Construction, Linda brings significant operational leadership experience, strong organizational discipline, and a practical, solutions-oriented approach to her role. She is accustomed to managing complex workflows, coordinating priorities, and maintaining structure in fast-paced environments—skills that translate directly into supporting the detailed and client-focused work at Roundtree Financial.

At the firm, Linda works closely behind the scenes to coordinate scheduling, manage administrative processes, and support client service needs. Her attention to detail and commitment to execution help ensure that every client interaction is handled efficiently and professionally.

Known for her responsiveness and reliability, Linda is often a key point of contact for administrative support, logistics, and service-related inquiries. Her work plays an important role in maintaining the consistency and care that define the Roundtree Financial client experience.

Linda provides administrative support services only and does not provide investment, tax, or legal advice.