Team Executive Planners NC provides personalized investment management services for people who want a professional partner to advise them on financial decisions for themselves and their loved ones. Whether you are thinking of starting to plan for retirement in a few years or are already retired, Executive Planners NC is ready to create strategies for your retirement assets to help you live out a confident retirement. Jonathan LaRocca Wealth Management Advisor 828-877-8626 firstname.lastname@example.org Kim Burton Office Manager 828-877-8626 email@example.com Tyler Koopman Client Service Associate 828-877-8626 firstname.lastname@example.org Have a Question? Name Email Address Question Thank you! Oops!