Ten people,
and a partner
on every plan.
Four partners
A senior and an associate advisor
An analyst and a paraplanner
Compliance and client service
Each partner looks after their own clients and answers their own phone. Profiles list credentials, languages and the plans they led.
Retirement Planning
Thea Fennimore
Founding partner. Eighteen years of retirement income planning for teachers, engineers and physicians.
Leads retirement planning and reviews every income plan the firm delivers. Twelve years at a Charlotte bank trust department before founding the firm with Lucan.
(919) 555-0131
thea@fennimoreplatt.com
Certified
2008
EN FR
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Investment Management
Lucan Platt
Founding partner. Runs the investment committee and every portfolio’s written policy.
Chairs the investment committee and writes each client’s investment policy. Former portfolio manager at a Raleigh pension consultancy.
(919) 555-0132
lucan@fennimoreplatt.com
Certified
2007
EN
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Tax-Aware Planning
Ren Asakawa
Partner for tax-aware planning. A CPA who plans the return before anyone files it.
Projects every client’s tax return each fall and plans Roth conversions, equity compensation sales and charitable gifts. Eight years in the tax group of a national accounting firm.
(919) 555-0133
ren@fennimoreplatt.com
Certified
2010
EN JA
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Estate Planning
Leontine Vanterpool
Partner for estate planning. Makes sure the documents your attorney drafts actually work.
Coordinates estate plans with clients’ attorneys, checks every beneficiary form and trust title, and runs the firm’s survivor checklist.
(919) 555-0134
leontine@fennimoreplatt.com
Certified
2012
EN
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Advisors, analysts
and staff.
Filter by service. Everyone works on a partner’s clients, and every client knows who is on their plan.
A partner reads every application
Not sure who
should take your call?
Call the office and describe what you need in two minutes. Teodora books you with the partner who leads that service, usually the same week.
First call free. Office hours Monday to Friday, 8:30 AM to 5 PM ET.