Rinehart Wealth Management
                  
Rinehart Wealth Management
 
 
 

Client Services                                                                                          +


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Laura Fenn
Administrative Assistant

Laura has been serving as Rinehart Wealth Management's administrative assistant since December 2010. In this role, she handles the daily operations of the firm and serves as the first point of contact for the clients. Laura is a Furman University graduate, and most recently she was a member of the recruiting team for the Pennies for Patients Program with the Charlotte chapter of the Leukemia and Lymphoma Society. She has participated in volunteer work at St. John’s Episcopal Church, Providence Day School, Charlotte Preparatory School, St. Stephen Preschool, and the Junior Woman’s Club of Charlotte.

 
Alana Linn Alana Linn
Public Relations and Managing Associate

Alana joined Rinehart Wealth Management in June of 2011. As the firm's Managing Associate, Alana works closely with Eric Clark on managing the operations of the firm. Alana is also the Public Relations contact for the firm and works with Daniele Donahoe and Mary Rinehart on marketing and business development. She graduated in 2011 from Davidson College where she earned a Bachelor of Arts in Sociology with Honors. During her senior year, she wrote an independent thesis on transitional housing programs for homeless women. Alana also participated in fundraisers to benefit Friends for an Earlier Breast Cancer Test and was an office assistant at Davidson's Office of Admission and Financial Aid for her college career. She studied abroad in Rome, Italy and is a classically trained vocalist with ten years of soloist experience and sings with the Chancel Choir of Myers Park United Methodist Church. She is also a tutor for students with parents in the Families Together program at the YWCA.

 
Megan Rindskopf Megan Rindskopf
Paraplanner

Megan joined Rinehart Wealth Management in June of 2011. In her role as Paraplanner, Megan works closely with Cheryl Sherrard on developing and updating each client's personal financial plan, as well as assisting with daily client service. She graduated in 2010 cum laude from The University of Georgia where she earned a Bachelor of Science in Family Financial Planning, a rigorous program that meets the Certified Financial Planner Board of Standards TM education requirements. During her time in Georgia she worked as a Planning Associate with The Daniel Financial Group and was active in the Volunteer Income Tax Assistance program, Junior Chamber of Commerce and the Alumni Association for Family Financial Planning. She is also a Corporate Professional of the National Association of Personal Financial Advisors (NAPFA).

 


 

 
 

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