KNOXVILLE, Tenn., Aug. 18, 2015 /PRNewswire/ -- Knoxville's Asset Planning Corporation (APC), a personal financial planning and asset management firm announces two new additions to its team.
Steve Carlson has joined the firm as Client Service Administrator. In his primary role, Steve will administer account and portfolio services to the firm's clients. He also provides investment and portfolio research. Steve's background in investments comes from three years as portfolio administrator in Boston, Massachusetts and 11 years as a financial advisor in the Detroit, Michigan area. Steve relocated to Knoxville with his wife Jo and their son Kevin in 2007 to teach mathematics to middle school students at a local Montessori school.
Sara Fanjoy has joined APC as Office Coordinator. She will coordinate both front office and back office duties including the firm's scheduling, data archiving, and client hospitality. Her previous work experiences include a local logistics company, banking, and serving as a team leader on a restaurant wait staff. Family is her top priority and she can usually be found playing outside with her husband, John, and son, Parker.
APC was founded in 1975 by the late Kemp Fain, a widely revered pioneer of the financial planning profession. Celebrating its 40th anniversary in 2015, the firm focuses on providing holistic financial planning including asset management as well as guidance in retirement, insurance, income tax, and estate planning. As one of the oldest independent, fee-based financial planning firms in the country, APC has been regularly recognized as one of the best planning firms in publications including Medical Economics, Bloomberg Wealth Manager, and Investment Advisor magazines.
"We are striving to be the best financial planning firm in East Tennessee and hiring outstanding team members like Steve and Sara is catapulting us in that direction!" said APC president Paul Fain, CFP®.
To find out more about Asset Planning Corporation visit www.assetplanningcorp.com.
SOURCE Asset Planning Corporation