Randy Kaufmann began his career in the Insurance and Financial Services industry in 1976. Over the years, he built strong relationships with business clients throughout Central Pennsylvania, later expanding his reach into the Northeast region, including Scranton and Wilkes-Barre. In 1978, Randy took the next step in growing his practice by hiring his first Marketing Assistant, marking the beginning of what would become a long tradition of teamwork and client-centered service.

As his business continued to grow, Randy joined Prudential Financial Services, where he began shaping a more comprehensive planning organization. His focus expanded beyond traditional insurance solutions to include Qualified Retirement Plans, Business Continuation Strategies, and Executive Benefit Programs—helping business owners and their employees build long-term financial security and succession strategies.

In recognition of his leadership and success, Randy was appointed Managing Director of Prudential Financial Services for the Greater Harrisburg Agency. After several years in management, he made the decision in 1997 to return to personal production, where he continues to serve his clients with the same dedication and integrity that have defined his career for nearly five decades.

In 2005, the practice formally established its DBA, Kaufmann & Associates, LLC, reflecting the continued growth of the firm and its commitment to providing comprehensive financial guidance to individuals, families, and businesses across the region.

In 2009, Greg Kane joined the firm, bringing with him a strong background in investment management. Since then, he has worked closely with our clients, with a primary focus on building, monitoring, and managing customized investment portfolios designed to help them pursue their long-term financial goals.

We continue to grow and are excited to share that Adam Schopp has joined our team, alongside marketing assistants Philip Walby and Katherine Lugaro. Our expanded group now includes three advisors dedicated to serving the Business Market, specializing in Insurance and Financial Services, including comprehensive fee-based financial planning.