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  • Leadership
  • Meet Our Associates
  • Services
  • History
  • Contact Us
  • Office Locations
  • CP Foundation

 

 

 

 

 

 

 

MEET OUR ASSOCIATES

The key to Consolidated Planning's strength as a regional leader in financial services, has always been our dedicated and talented associates.

Christopher Allred
Neal Brincefield
Mike Brincefield
Andy Brincefield
Bo Cauble
Sam Church
Greg Current
Tom Dumas
Bart Ellis
Geoff Gardner
Andy Harris
G. Scott Haynie
John Haynie
Trip Higginbotham
Frank Hill
Victor Holloway
Jeff Howard
Lisa Raye Hund, EMBA
Gary Lewis
Lewis Lowery
Lang MacBain
Steve Martin
James B. Mathis, III
Courtenay Miller
Blake Moore
Octavius A. Murphy
Dennis E. Myers, III
Tracy Overstreet
Brad Pemberton
Brenda Peters
Tommy Rosser
John Rosser
John Scott
Frances Simon
Charles Stegall
Peter Stollmack
Keith Taylor
Genie B. Theimer
Sandi Vizner
Michael Watts

Meet Our Associates Services Contact Us Office Locations Careers
Phone: 800.532.2829    Fax: 704.554.6073    Email:
4201 Congress Street, Ste. 295, Charlotte, NC 28209
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 4201 Congress St., Suite 295, Charlotte, NC 28209. The Registered Representatives are securities licensed in NC, SC, VA (& other states) and the material is strictly intended for individuals residing in these states. No offers may be made or accepted from any resident outside these specified states. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (704) 552-8507). Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.