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 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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Misty Petrosino
 
Michael Harris
 
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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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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Field Advisory Board

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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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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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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Andy Harris

Andy Harris

Andy is a native North Carolinian and has called Charlotte home since graduating from UNC at Charlotte in 1986. He has been blessed to enjoy a 25+ year career in the financial services industry.

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Andy Harris

Jenny Daley

Business Philosophy: My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My...

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Ashby Ware

Ashby Ware

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. Being a lifelong Wolfpacker, he then attended.

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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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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.

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