Consolidated Planning, Inc. - Charlotte, NC

 (800) 532-2829

 info@cplanning.com

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Featured Team Member

Neal C. Brincefield, RICP®, CLU®, ChFC®, CExP™

Neal Brincefield is a financial advisor and Managing Partner of Consolidated Planning, Inc. In his leadership role, Neal works to grow CP's advisor base, manage the firm's training and development program, and helps each advisor reach...

Rick Burger, CPA

Rick A. Burger, CPA, Financial Advisor, Park Avenue Securites, LLC

Dean Carter

After serving in the financial services industry for 7 years, Dean witnessed firsthand the shortcomings of traditional financial planning.

Bo Cauble

Registered Representative and Financial Advisor of Park Avenue Securities LLC.

Andrew Cordell

After graduating from the University of North Carolina at Charlotte with a BSBA in Finance, Risk management and Insurance, Andrew concentrated his efforts to find a way to make a difference. Andrew joined CP to capitalize the...

Greg Current

Greg joined Consolidated Planning as Financial Representative in 2007. Prior to Consolidated Planning, Greg held the position of Senior Account Manager with a leading staffing and executive search firm.

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. And for the past decade I have provided financial...

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.

Bart Ellis

Bart Ellis, a Greenville native, joined The PSGroup (of Consolidated Planning) in 2006 after working in marketing and public relations for six years.

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...

Geoff Gardner

After graduating from Clemson University in 1995, Geoff spent 4 years working for a small engineering firm before entering the financial services industry.

William (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.

Michael Harris

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.

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.

Gregg Helman, CFP®, CLU®

Gregg has deep roots in medical financial planning. He has gained valuable insight and continues to learn from his physician father.

Frank Hill

Frank was born in Winston-Salem and graduated from University of North Carolina-Chapel Hill in 1975. Frank has been married for 31 wonderful years and has two children.

Bob Holmes, CLU, ChFC, RHU, CLTC

Bob has the mission to help his clients protect their families due to a sudden death or disability, and provide adequate income for their retirement.

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.

Lisa Raye Hund, MBA, ChFC, CExP,

Lisa Raye Hund is a Financial Representative with Consolidated Planning, Inc., and Investment Advisor Representative with Park Avenue Securities. She began her career in the financial services industry in 1997.

Chris Long, CFP®, CLU®, ChFC®, CLTC

Chris Long specializes in helping physicians of all stages of their career to maximize their assets and funds to achieve their goals. He combines his professional financial knowledge with his personal experience.

Lang MacBain

Lang, was born in Richmond, Virginia and was raised in Charlotte. Lang currently lives in Charlotte with his wife Rachel. Together they have two sons, Taylor and Charlie who are both active students at N.C. State University.

James B. Mathis, III

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.

Courtenay Miller

Courtenay joined Consolidated Planning in mid-2008 after a successful career in the commercial and investment banking fields. He is a native of Concord, NC and a graduate of UNC-Chapel Hill.

Roger Mills

Personal Background: Roger was raised on an Indiana farm. He and his wife, Trudy, are parents to three adult children. In addition to his work, Roger enjoys singing in his church choir, cultivating home-grown tomatoes and reciting...

Tony Montini

Tony along with Mike manages and guides all aspects of client services and wealth management. He creates and implements strategic portfolio allocations and investment solutions in the overall planning process.

Dan Mullane

As a financial specialist, my team and I guide our clients to reach their goals by organizing, protecting, and focusing their financial world.

Dennis E. Myers, III

A Charlotte native, Dennis received his B.S. degree in Commerce from Washington & Lee University and an MBA from Emory University.

Jeff Paul

We help our clients achieve and enjoy financial prosperity, regardless of adverse circumstances that enter their lives.

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

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

Brenda Peters

A native of Marshville, NC, Brenda is a graduate of Wingate College with over 30 years’ experience in banking, mortgage lending and financial services. She joined Consolidated Planning in 2009.

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.

Alfred Pinckney

I entered into the insurance business with Equitable Life in 1966. I joined MassMutual in 1968 and retired from MassMutual in 2002 after 34 years as a registered representative. I joined Guardian/Consolidated Planning as a registered...

Thomas M. Rosser, Jr. ChFC®, LUTCF

Using an uncommon knowledge approach to finances, I teach individuals how to organize, protect, to be world class savers, invest and then use what resources they have to obtain their financial goals.

John Rosser, CLU®

Specialties Employee Benefits, Corporate Qualified Retirement Plans, Investment Planning, Retirement Distribution Planning, Business Continuation Planning.

Frances Simon

Frances Simon has over three decades of experience in the financial services industry. Over the years she has acquired an in-depth knowledge of investment products and services.

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.

Keith Taylor ChFC®, CLU®, RICP®

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

Genie B. Theimer, CLU® , ChFC®, RICP®

Genie has been in the financial services profession for over 35 years. Her focus of expertise is helping business owners, medical professionals, executives and individuals identify what they value most in life, what they want their...

Michael A. Thompson, CLU

Michael A. Thompson, CLU, CExP serves as Director of Advanced Planning for Consolidated Planning Inc, a holistic financial planning firm established in 1981 in SouthPark, Charlotte NC.

Sandi Vizner, CLU

Sandi spent 10 years in the banking industry before joining Consolidated Planning in 1995.

John Ashby Ware, ChFC®, CLU, CExP™

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...

Michael Watts

Michael H. Watts was born in Taylorsville, North Carolina and grew up in Asheville. In 1973, he graduated from Mars Hill College with a degree in Business Administration. Moving to Greenville, South Carolina in October of 1973, he went...

Adam Whicker

After graduating from Appalachian State University in 2005, Adam spent 6 years in technology sales before joining Consolidated Planning in 2011 and currently works out of the Winston-Salem office.

Andy Brincefield, CLU, ChFC, CFP®, RICP, CExP

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

Tina Weinberg, CFA, CFP

Tina has been in the financial services industry since 1985. Prior to joining Consolidated Planning, Inc., she was a Senior Vice President with Wachovia with responsibilities in several areas including managing a corporate loan...

C. Richard Dobson, CLU

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

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.

Sarah Hampton

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

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.

Dave Taylor

Dave, a 1971 graduate of The University of North Carolina at Charlotte, first joined Consolidated Planning in April of 1988.

Becky Thompson

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.

Gena Meredith

After graduating from Converse College with a BA in Accounting and Economics and the University of Georgia with a Master’s Degree of Accounting and Taxation, Gena has enjoyed a career in the accounting and financial services industry...

David Satterwhite

After graduating from the University of Chapel Hill, David joined Consolidated Planning in the summer of 2015 because of his strong desire to help individuals, families, and business owners become more financially balanced and secure....

Ernie Glass, CFP®

Ernie Glass was born in North Carolina and grew up in Singapore – the son of Baptist missionaries. He is a graduate of Wake Forest University and the University of Oregon. He began his career as a registered representative in 1981 in...

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...

Timothy Hunt

Tim Hunt has worked in the financial services and banking industry for 20 years. He works with community banks to help them recruit, retain, and reward the top performers. Tim does this by helping the bank boards design and implement...

Tom Tenaglia

Tom Tenaglia is located in our Charleston, SC office. He has worked exclusively with community banks for over ten years. He has helped create, manage, and service supplemental benefit plans for top executives and directors. He has also...

Timothy J. Brockman, CRPS®*

Tim is a native of southwest Ohio and graduated from Xavier University in Cincinnati in 2005 with a degree in Political Science. He began his career in financial services immediately upon graduation, initially with a small regional...

Antonio Jenkins

Antonio joined Consolidated Planning in 2015 after several years of success in Banking, Technology, and the Financial Services Industry. With the phenomenal leadership and support structure at CP, Antonio is 100% confident in solving...

Boyd Cauble

Click above to read Shaping Your Financial Future.

Ashok Tapadia

I help individuals and families: Get Fiinacially Organized,Help and educate them on protecting their assets, income, lifestyle and,Focus their resouces to get what they want.Specialties: Personal and business planningEstate and...

Viral Chokshi

A business owner and a Community Leader Helping individuals, families and businesses to get their financial world organized. Help them plan to achieve their financial goals by protecting their assets, income and lifestyle.

Jim Bunting

Jim joined Consolidated Planning in early 2015, after 15 year career in corporate retirement plan sales as an Regional Vice President with the Hartford, Voya and John Hancock. Jim brings his knowledge and experience in institutional...

Trezven Wright

Financial Representative of Guardian

Brandon Wilson

Brandon R. Wilson is a Financial Advisor with Consolidated Planning, Inc. Over the last 11 years, he has focused his practice on helping small business owners in an array of industries. Brandon helps optimize their finances in order to...

Michael J. Dare

Mike entered the Financial Services industry after spending a considerable amount of time working in his family’s restaurant business. With entrepreneurs on both sides of his family, Mike understood from an early age what it means to...

Hasan Ross-El

In 1992 Hasan entered the University of South Carolina as a Biology major with his sights set on medical school. While there he and a close friend founded Scholastic Profile, a full service barber shop in the Russell House located on...

Mark Hopper

Mark desires to build relationships with his clients and to effectively assist them in planning secure financial futures. He accomplishes this by striving for and achieving excellence in several areas: providing a wide variety of...

Bill High

Registered Representative of Park Avenue Securities & Financial Representative

Jeff Smith

I help people take control of their financial worlds so that they can focus on what they truly enjoy doing in their lives, with their families, and in their careers. I help my clients build and protect wealth by debunking common...

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...

Matthew Brown

Matthew joined Consolidated Planning in 2017 as a Financial Representative. He is a native of Greensboro NC, and is a 2007 graduate of UNC-Charlotte, where he studied psychology and economics. Since graduation, Matthew has spent his...

Eddy Flannery

Eddy Flannery began his career in the Financial Services industry in 2010. He and his team help individuals and small business' protect what is most important and realize wealth potential. Eddy's story began in Southern Arizona. He has...

Jimmy A. Lewis

Jimmy A. Lewis is a Financial Representative with Consolidated Planning, Inc. Over the past 4 years he has focused his practice on helping small business owners in an array of industries. Jimmy helps optimize their finances to achieve...

Ryan Forester

Misty Petrosino

Misty is a native of Charlotte, NC with a Bachelors in Journalism and Mass Communications from the University of North Carolina at Chapel Hill. She has over 20 years in the financial services industry working primarily at MetLife....

Michael R. Acosta CFP®

Michael is a first-generation Colombian-American that was born and raised in Greenville, SC. He was blessed with the opportunity to attend Wingate University in North Carolina on a four-year athletic scholarship for Lacrosse. While...

Julie Terrell

Julie entered the Financial Services industry after owning her own jewelry business for eleven years. Her entrepreneurial experience included helping others start and maintain their own successful homebased businesses. Because of her...

James M. Matthews, CFP®,

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

Jackie Csonka

In her early twenties, Jackie witnessed firsthand how a lack of planning can impact a family and bring everyday life to a screeching halt. The experience developed into a passion to protect other families from the challenges her family...

RJ Swindle

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs....

Sam Renken

Sam is Managing Director of Consolidated Planning Atlanta. He strives to create an environment where the people he serves can grow personally, professionally and financially. Sam and his wife, Maggie, have three girls; Zuri, Ella, and...

Jacob Eddington

Jacob began his career in financial services as an intern in 2016. His focus is to be at the center of his clients’ financial lives, helping them with all of their planning objectives for each life stage. Jacob takes the time to...

Jim Williams

Jim has a passion for life and adventure. He is a life long learner and is never afraid to try new things. After college he worked in the finance industry for a short time, before he went into public education where he spent 9 years as...

 

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Consolidated Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 4201 Congress Street, Ste. 295, Charlotte, NC 28209 800.532.2829. PAS is an indirect, wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures | Terms of Use

2018-63718 Exp 7/20

Contact

Consolidated Planning, Inc.

Office: 800.532.2829

Fax: 704.554.6073

4201 Congress Street

Suite 295

Charlotte, NC 28209

info@cplanning.com

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