Broker Check

Leadership

Andy Brincefield, CLU, ChFC, CFP®

Andy Brincefield, CLU, ChFC, CFP®

President and CEO 

Andy joined Consolidated Planning in 2005, after several years of leadership success in the financial planning and technology industries. 

Click to read more...
 
Neal Brincefield

Neal Brincefield, RICP®, ChFC®, CExP™

Managing Partner

Neal Brincefield is a financial advisor and Managing Partner of Consolidated Planning, Inc.

Click to read more...
 
James Mathis, III

James B. Mathis, III

Director of Marketing & Community Affairs

James is originally from Atlanta, Georgia, but has called Charlotte home since 1999. James graduated with honors from Queens College with a BA in Communications.

Click to read more...
 
Misty Petrosino
 
Michael Harris
 
James M. Matthews

James M. Matthews

Director of Wealth Management

Since 2005, James M. Matthews has provided financial guidance and education to a diverse clientele including individuals, corporate retirement plan sponsors and their participants.

Click to read more...
 
Becky Thompson

Becky Thompson

Director of Talent Acquisition

Becky Thompson is the Director of Talent Acquisition for Consolidated Planning, Inc. Becky is a seasoned recruiting professional after stints with Mass Mutual and John Hancock.

Click to read more...
 


Brokerage Leadership

Sarah Hampton

Sarah Hampton

Sarah has 16 years experience with Guardian and Consolidated Planning, Inc., reaching the level of Brokerage Manager and Disability Income Specialist.

Click to read more...
 

Field Advisory Board

Ben Decker

Ben Decker

I am a graduate of the College of Charleston with a Bachelor of Science degree in Psychology. Like many others, I decided to call Charleston, SC my permanent home after graduating.

Click to read more...
 





Larry Faulkner

Larry Faulkner

I am a Charleston native, raised on the Isle of Palms and have lived East of the Cooper all of my adult life. I've been providing financial advice to individuals and businesses since 1983, and been a part of the Consolidated Planning family since 1995.

Click to read more...
 





G. Scott Haynie

G. Scott Haynie

After graduating from Wake Forest University in 1984, Scott spent 7 years in the financial services industry before joining Consolidated Planning in 1991.

Click to read more...
 





Jeff Howard

Jeff Howard

Jeff, a graduate of Clemson University and native of Greenville, SC, has been a member of the Consolidated Planning (CP) team since 1989.

Click to read more...
 
Nicole Pilo

Nicole Pilo

After graduating from Duke University in 1995, Nicole spent several years gaining a variety of life experiences in the sciences, the health industry and teaching before joining Consolidated Planning in 2011. Nicole has always been very dedicated to helping people of all ages achieve their goals.

Click to read more...
 





Michael A. Thompson, CLU, CLU

Michael A. Thompson, CLU, CLU

Michael A. Thompson, CLU serves as President of Thompson Planning Group, a Compensation Design Company established over 22 years ago here in Charlotte. TPG specializes in the design and implementation of highly tax favored Fortune 500...

Click to read more...
 



Chairman Emeritus

 
C. Richard Dobson, CLU

C. Richard Dobson, CLU

Founder and Chairman Emeritus

Rick is a graduate of the University of North Carolina at Charlotte, where he was point guard & captain of the UNCC basketball team.

Click to read more...