Team

Executive Planners NC provides personalized investment managementd services for people who want a trusted 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 the retirement of your dreams.

Our priority is helping you financially take care of yourself and your family. We want to learn more about your personal situation, identify the dreams and goals that matter most to you, and understand your tolerance for risk. Once we understand your risk tolerance, time horizon, and goals, we work diligently to develop a program that carefully balances investment strategies with preserving principal.

Call or email us today to schedule a free, no-obligation planning session to make sure you have the resources and information you need to make the most of your retirement.

Jonathan LaRocca

Wealth Management Advisor

828-877-8626

jonathan@executiveplannersnc.com

Jonathan M. LaRocca is a Wealth Management Advisor in Brevard, North Carolina.

Kim Burton

Office Manager

828-877-8626

kim@executiveplannersnc.com

Schelyce Hibert

Remote Client Service Associate

Schelyce@executiveplannersnc.com

Schelyce currently lives in Southeast Iowa with her husband, Chris and their daughters Adelyne and Luxx. They love to travel the U.S. visiting National Parks, animal and nature preserves and historic sites. Alongside her passion for...

Tyler Koopman

Client Service Associate

828-877-8626

tyler@executiveplannersnc.com

After graduating from St. Mary’s Honors College, Tyler worked on a congressional campaign in his home state of Maryland. He became interested in business and worked with small and local businesses in Washington D.C. After...

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