Broker Check

Team

 

Rodney Birch

864.982.2021

[email protected]

Rodney Birch lives in Six Mile South Carolina with his wife Tracie and children Alex and Annah. Rodney graduated from Clemson University in 1992 and has been in the financial services area since April 1997 starting his career in the...
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Luke Breeden

336.236.7612

[email protected]

After Graduating from the Citadel in 2010 Luke came to work in his family’s Insurance Firm, Breeden Insurance Services, Inc. Located in Lexinton, he is married to his wife Courtney Wilkes Breeden.

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Neal Brincefield, RICP®, ChFC®, CExP™

704.552.8507

[email protected]

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...

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Rick Burger, CPA

704.995.6141

[email protected]

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

336.791.4441

[email protected]

Ronnie joined Consolidated Planning as Financial Representative in 2013. Prior to Consolidated Planning, Ronnie held the position of Financial Advisor with another financial investment company.
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Dean Carter

704.989.0103

[email protected]

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

704-552-8507

[email protected]

Registered Representative and Financial Advisor of Park Avenue Securities LLC.
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Andrew Cordell

980.235.7812

[email protected]

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...
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Greg Current

336.338.7778

[email protected]

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.

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Ben Decker

843.324.8687

[email protected]

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...
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Tom Dumas, CFP®, ChFC®, RICP®

704.552.8507

[email protected]

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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Bart Ellis

864.232.9316

[email protected]

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

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Larry Faulkner

843.881-5468

[email protected]

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...
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Geoff Gardner

336.777.1886

[email protected]

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

704.352.5961

[email protected]

Series 7 & 66, Life & Health, Long Term Care.
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William (Andy) Harris

704.552.8507

[email protected]

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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Michael Harris

704.552.8507

[email protected]

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

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G. Scott Haynie

336.777.1886 ext 103

[email protected]

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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Gregg Helman, CFP®, CLU®

803.917.0170

[email protected]

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

336.992.2900

[email protected]

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.
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Bob Holmes, CLU, ChFC, RHU, CLTC

980.235.7824

[email protected]

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.
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Jeff Howard

704.552.8507

[email protected]

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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Lisa Raye Hund, MBA

803.242.1288

[email protected]

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.
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Chris Long, CFP®, CLU®, ChFC®, CLTC

803.238.3254

[email protected]

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.
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Lang MacBain

704.552.8507

[email protected]

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.
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Orrin R. Magill, III, CLU, ChFC

336.500.0645

[email protected]

Consult with and Advise Business Owners in the Design, Funding and Administration of: Qualified Retirement Plans, Employee Benefit Plans, Business Continuation Plans
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James B. Mathis, III

Business Planning, Marketing & Community Affairs

704.552.8507

[email protected]

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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Courtenay Miller

980.235.7813

[email protected]

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.
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Roger Mills

980.235.7873

[email protected]

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...
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Tony Montini

980.235.7844

[email protected]

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.
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Dan Mullane

860.930.0110

[email protected]

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

980.235.7803

[email protected]

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

704.552.8507

[email protected]

We help our clients achieve and enjoy financial prosperity, regardless of adverse circumstances that enter their lives.
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Brad Pemberton, CMFC, CLU, ChFC, RICP, CExP

919.747.2176

[email protected]

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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Brenda Peters

Investment Advisor Representative

980.235.7848

[email protected]

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.
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Nicole Pilo

704.552.8507

[email protected]

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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Alfred Pinckney

843.881.5468

[email protected]

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...
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Thomas M. Rosser, Jr. ChFC®, LUTCF

919.776.8500

[email protected]

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.
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John Rosser, CLU®

336.230.0922

[email protected]

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

919.827.7365

[email protected]

I coach business owners and families to help them first protect their wealth and then build it more efficiently in order to move toward and then maintain optimal financial balance.

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Kevin Silvey, LUTCF

864.325.3730

[email protected]

Kevin Silvey has been an insurance professional since 1989. Guardian is one of the largest mutual life insurance companies in America, with 150 years of experience in providing diversified financial solutions.
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Frances Simon

864.232.9316

[email protected]

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.
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Charles Stegall

704.552.8507

[email protected]

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®, RICP®

980.235.7819

[email protected]

Since 2000, Keith has been educating individuals, families, and small businesses, helping increase their confidence in their financial decisions.
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Genie B. Theimer, CLU® , ChFC®, RICP®

704-552-8507

[email protected]

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...
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Michael A. Thompson, CLU

980.235.7833

[email protected]

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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Sandi Vizner, CLU

704.895.4942

[email protected]

Sandi spent 10 years in the banking industry before joining Consolidated Planning in 1995.
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John Ashby Ware, ChFC®, CLU, CExP™

919.880.9250

[email protected]

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 Watts

864.371.6700

[email protected]

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...

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Adam Whicker

336.777.1886 ext 105

[email protected]

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.

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

President and CEO

704.552.8507

[email protected]

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

800.532.2829

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...
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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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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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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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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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Dave Taylor

800.532.2892

[email protected]

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

[email protected]

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...
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David Satterwhite

336-777-1886 x 102

[email protected]

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....
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Ernie Glass, CFP®

980-235-7825

704-643-3235

[email protected]

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...
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Paul Goldstein, MBA

864-650-1183

[email protected]

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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Timothy Hunt

704-906-4728

[email protected]

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...
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Tom Tenaglia

609-947-2242

[email protected]

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...
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Lucus Breeden

336-236-7612

[email protected]

After graduating from the Citadel in 2010, Luke went to work in his family’s insurance firm and became a fully licensed insurance agent in Property & Casualty and Life & Health. He and his wife, Courtney Wilkes Breeden, call Lexington...
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Timothy J. Brockman, CRPS®*

864-373-7202

[email protected]

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...
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Antonio Jenkins

864-416-5425

[email protected]

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

980-235-7810

[email protected]

Click above to read Shaping Your Financial Future.
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Ashok Tapadia

919-747-2177

[email protected]

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...
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Viral Chokshi

919-434-4880

919-554-6073

[email protected]

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.
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Jim Bunting

980-235-7838

[email protected]

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...
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Trezven Wright

980-235-7850

[email protected]

Financial Representative of Guardian
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Brandon Wilson

843-881-5468

843-388-4975

[email protected]

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...
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Brian Echevarria, RICP®

704.552.8507 x841

[email protected]

Registered Representative of Park Avenue Securities & Financial Representative
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Michael J. Dare

843-881-5468

[email protected]

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...
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Hasan Ross-El

704-552-8507

[email protected]

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...
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Mark Hopper

864-901-0453

[email protected]

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...
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Mark Fulk

919-782-2900

[email protected]

Registered Representative of Park Avenue Securities & Financial Representative
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Mark McGrail Jr

864-416-5400

[email protected]

Financial Representative of Guardian
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Bill High

919-782-2900

[email protected]

Registered Representative of Park Avenue Securities & Financial Representative
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Steve Epps

864-416-5400

[email protected]

Registered Representative of Park Avenue Securities & Financial Representative
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Richard Hamilton

864-371-6700

[email protected]

Financial Representative of Guardian
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Jeff Smith

704-437-1299

[email protected]

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...
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Jenny Daley

Financial Representative

843-514-2938

704-554-6073

[email protected]

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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Jeffrey G. Lott, LUTCF

843.834.1498

59 yrs old Married, 5 children Retired Abbott Laboratories, 22 yrs. 8 yrs in industry, NYL, Metlife, MassMutual West Point Graduate, 1979
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Eddy Flannery

843-377-3697

[email protected]

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...

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Jimmy A. Lewis

Financial Representative

843-695-9425

[email protected]

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...

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Matthew Brown

(336) 777-1886

(888) 236-6113

[email protected]

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...

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Caroline W. Barb

(404)357-0089

[email protected]

When Caroline entered the financial industry in 2010 as the Executive Assistant to a highly-regarded CEO/General Agent of 28+ years, her natural ability to connect with people didn't go unrecognized. In 2011, she was presented with the...

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Julie Terrell

Financial Representative

843.697.9648

[email protected]

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...

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Kurt Mueller, CLU, ChFC, MS

803-671-8792

Registered Representative and Financial Adviser of Park Avenue Securities LLC (PAS), Financial Representative of Guardian
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Michael R. Acosta CFP®

Financial Planner

(980) 235-7888

[email protected]

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...

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Tenley Desjardins, CPA

Financial Planner

980-235-7840

[email protected]

Tenley joined Consolidated Planning after working at Ernst & Young for over 5 years. While in the private client services tax practice, she found a passion for helping individuals, families, and and business owners with all aspects of...

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