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  • Meet Our Associates
  • Services
  • History
  • Contact Us
  • Office Locations
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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
Jeffrey Archer, CRPC, CLU
Libby Barton
Greg Bishop
Neal Brincefield
Mike Brincefield
Dean Carter
Bo Cauble
Greg Current
Tom Dumas
Bart Ellis
Larry Faulkner
Geoff Gardner
Mike Gardner
Andy Harris
G. Scott Haynie
John Haynie
Gregg Helman
Jeremy Helms
Trip Higginbotham
Frank Hill
Elizabeth Hobson
Victor Holloway
Jeff Howard
Lisa Raye Hund, MBA
Walter Hutto
Rachel LaBarrie
Gary Lewis
Chris Long
Lang MacBain
Steve Martin
James B. Mathis, III
Courtenay Miller
Blake Moore
Octavius A. Murphy
Jack Myers
Dennis E. Myers, III
Tracy Overstreet
Jeff Paul
Brad Pemberton
Brenda Peters
Christopher Pierce
Nicole Pilo
Alfred Pinckney
L. Stuart Presnell
Phillip Richmond
Tommy Rosser
John Rosser
John Scott
Frances Simon
Ben Snelling
Gwen Spann
Charles Stegall
Peter Stollmack
Keith Taylor
Genie B. Theimer
Scott Todd
Andy Upchurch
Sandi Vizner
Shelley Walsh
Michael Watts
Adam Whicker
Jamie Whiteman
Kent Womack
Lee Young

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 may not be securities licensed in all 50 states, please contact us directly to see if our RRs are licensed in your state. 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.