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. 

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Neal Brincefield

Neal Brincefield, RICP®, ChFC®, CExP™

Managing Partner

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

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James B. 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.

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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.

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Advisor Leadership

William C. Brincefield

William C. Brincefield


Bill Brincefield was born in Salisbury, NC and graduated from University of North Carolina-Charlotte in 1978, thanks to the G.I. Bill and his fulltime job at the Y.M.C.A.

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Tom Dumas, CFP®, ChFC®

Tom Dumas, CFP®, ChFC®

After graduating from the University at Albany in 1993, Tom relocated to Charlotte from Upstate NY and joined CP in 2001 with the opportunity to build a career in financial services.

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Keith Taylor, ChFC®, CLU®

Keith Taylor, ChFC®, CLU®

Since 2000, Keith has been educating individuals, families, and small businesses, helping increase their confidence in their financial decisions.

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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.

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Rodney Birch
 
Ashby Ware, ChFC

Ashby Ware, ChFC

Ashby was born in Shelby, NC and lived there until the age of 10 at which point his family moved to Gastonia, NC. He proudly attended Ashbrook High School in Gastonia and graduated in 1991.

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Paul Goldstein, MBA

Paul Goldstein, MBA

Personal Background: I have always had a passion for helping others. I have lived in the upstate of South Carolina for over 15 years and now have been in the financial services sector for 8 years. I have two Catahula Cur/Pitbulls and...

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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.

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CP Advisory Board

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.

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Charles Stegall

Charles Stegall

Charles is a graduate of the University of North Carolina at Charlotte where he earned his Bachelor’s degree in Business Administration with an emphasis in Marketing and Finance.

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Keith Taylor, ChFC®, CLU®

Keith Taylor, ChFC®, CLU®

Since 2000, Keith has been educating individuals, families, and small businesses, helping increase their confidence in their financial decisions.

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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...

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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.

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Brad Pemberton, CMFC, CLU, ChFC, RICP, CExP

Brad Pemberton, CMFC, CLU, ChFC

Brad Pemberton entered the insurance and investment planning business in March of 1996. He joined Consolidated Planning in June of 1997.

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Tom Dumas, CFP®, ChFC®, RICP®

Tom Dumas, CFP®, ChFC®, RICP®

After graduating from the University at Albany in 1993, Tom relocated to Charlotte from Upstate NY and joined CP in 2001 with the opportunity to build a career in financial services.

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Neal Brincefield

Neal Brincefield

Managing Partner

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

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Recruiting Leadership

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.

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