About

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Larry Miller
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Larry Miller [intense_icon type=”envelope-alt” size=”1″ color=”#ffffff” /]

Larry Miller has over 35 years of experience in the financial services industry. He is the founding partner and President of Asset Management & Planning. Prior to founding Asset Management & Planning, Larry was Portfolio Manager of Asset/Liability for Bankers Trust of South Carolina as well as Senior Vice President and head of institutional fixed income sales for Wachovia Bank in South Carolina. Larry holds a Bachelor of Science degree from the University of South Carolina.

Larry and his wife Ann reside in West Columbia, SC where he is an active member of the community. Larry serves as Vice Chairman of the West Columbia Planning Commission and Chairman of the West Columbia Beautification Foundation.
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Laurie White
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Laurie White [intense_icon type=”envelope-alt” size=”1″ color=”#ffffff” /]

Laurie White has 30 years of experience in the financial service industry. She is a founding partner of Asset Management & Planning. Her banking and investment experience includes roles as a Registered Representative, Compliance Officer and Investment Officer with Wachovia Investments.

Born in Greensboro, NC, she was raised in Liberty, SC. Before entering the financial field Laurie earned a degree in biology and practiced nursing. She currently lives in Columbia, SC and is active in her community and church. Laurie has two grown children and two grandchildren. She enjoys cooking, music and the beach.
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Andrew Todd
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Andrew Todd, CFP® [intense_icon type=”envelope-alt” size=”1″ color=”#ffffff” /]

Andrew Todd, Vice President of Asset Management & Planning, is a Certified Financial Planner® with a background in personal financial planning for individuals and their families. Mr. Todd has worked extensively in the areas of financial planning, asset management and daily money management. He specializes in providing individuals and their families with innovative and comprehensive financial solutions.

Born and raised in Columbia, Mr. Todd is a graduate of the University of South Carolina. He began his career with Horizon Investments, LLC in 2000 and went on to form Todd Financial Solutions in 2001. Todd Financial Solutions merged with Asset Management and Planning in 2010. An avid fisherman and photographer, Andrew lives in Forest Acres with his wife Sarah and two sons Sam and Henry.
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Jennifer Kauffman
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Jennifer Kauffman [intense_icon type=”envelope-alt” size=”1″ color=”#ffffff” /]

Jennifer Kauffman joined Asset Management & Planning in January 2013 to open the office in Charlotte, NC. She brings more than eight years of experience in managing investments and client relationships to the team. She started her career with Morgan Stanley in Lancaster, PA, and moved to North Carolina in 2006 where she worked as an Investment Consultant for TD Ameritrade.

Born and Raised in Bedford County, PA, Mrs. Kauffman is a graduate of the University of Pittsburgh. She lives at Lake Norman with her husband, Fred and son Ethan and enjoys music, yoga, and being on the water.
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Sally McFarland
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Sally McFarland [intense_icon type=”envelope-alt” size=”1″ color=”#ffffff” /]

Sally McFarland joined Asset Management & Planning in July 2012 as an office assistant. Born and raised in Lexington, SC, Sally currently lives in West Columbia, SC. She is a graduate of Columbia College and enjoys painting, music, traveling, and sports.
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