Team
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
jonathan@executiveplannersnc.com
Jonathan M. LaRocca is a Wealth Management Advisor in Brevard, North Carolina.
Schelyce Hibert
Remote Client Service Associate
Schelyce@executiveplannersnc.com
Tyler Koopman
Client Service Associate
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...