Our Team

Jeffrey S. Lasky, a Certified Public Accountant, is President of Jeffrey Lasky Financial Services, LLC, and Vice President of Latitude Advisors, LLC, a SEC Registered Investment Advisory firm. He has been involved in financial planning since 1985. Jeff has conducted hundreds of training and educational seminars for accounting professionals and clients on all aspects of financial planning, including retirement planning, investments, risk management, tax planning and estate planning. 

From 1991 through 2005, Jeff directed the marketing and training of a nationwide financial services firm that recruited, trained, educated and supported over 700 accountants. After the company was sold to a Fortune 500 company, Jeff dedicated his efforts to working with individual and business clients, helping them to define and reach their financial goals.

Jeff received a Bachelor of Science degree in Accounting from the University of Illinois, Champaign-Urbana. He is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society and serves on the board of a private cancer foundation. Jeff is a licensed Securities Principal with GWN Securities, INC.


Patti Caplan has been involved in the financial services industry since 1992. For twelve years she worked with Jeff at a nationwide financial services firm. Patti assisted in the development of Jeffrey Lasky Financial Services, LLC where she is responsible for directing marketing and client services.

Patti is a licensed Securities Principal with GWN Securities, Inc. She earned a Bachelor of Science degree in Education from the University of Illinois, Champaign-Urbana, and did post graduate work in business administration at Roosevelt University.