Broker Check

Team

 

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

Financial Advisor and Managing Partner

704.654.9990

nbrincefield@cplanning.com

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...

Read more

Rick Burger, CPA

704.995.6141

rburger@cplanning.com

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

Dean Carter

704.989.0103

dcarter@cplanning.com

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

Bo Cauble

704-552-8507

bcauble@cplanning.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC.
Read more

Andrew Cordell

980.235.7812

acordell@cplanning.com

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...
Read more

Greg Current

336.338.7778

gcurrent@cplanning.com

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.

Read more

Ben Decker

843.324.8687

benjamin_decker@glic.com

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...
Read more

Tom Dumas, CFP®, ChFC®, RICP®

704.552.8507

tdumas@cplanning.com

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.
Read more

Bart Ellis

864.232.9316

bart_ellis@thepsgroup.net

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

Read more

Larry Faulkner

843.881-5468

lfaulkner@cplanning.com

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...
Read more

Geoff Gardner

336.777.1886

ggardner@cplanning.com

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

William (Andy) Harris

704.552.8507

aharris@cplanning.com

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.
Read more

Michael Harris

704.552.8507

mharris@cplanning.com

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

Read more

G. Scott Haynie

336.777.1886 ext 103

shaynie@cplanning.com

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

Read more

Gregg Helman, CFP®, CLU®

803.917.0170

ghelman@cplanning.com

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

Frank Hill

336.992.2900

fhill@cplanning.com

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.
Read more

Bob Holmes, CLU, ChFC, RHU, CLTC

980.235.7824

bholmes@cplanning.com

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.
Read more

Jeff Howard

704.552.8507

jhoward@cplanning.com

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

Lisa Raye Hund, MBA, ChFC, CExP,

803.242.1288

lisa_hund@cplanning.com

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.

Read more

Chris Long, CFP®, CLU®, ChFC®, CLTC

803.238.3254

clong@cplanning.com

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.
Read more

Lang MacBain

704.552.8507

lmacbain@cplanning.com

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.
Read more

James B. Mathis, III

Business Planning, Marketing & Community Affairs

704.552.8507

jmathis@cplanning.com

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.

Read more

Courtenay Miller

980.235.7813

cmiller@cplanning.com

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.
Read more

Roger Mills

980.235.7873

rmills@cplanning.com

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...
Read more

Tony Montini

980.235.7844

tmontini@cplanning.com

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.
Read more

Dan Mullane

860.930.0110

dmullane@cplanning.com

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

Read more

Dennis E. Myers, III

980.235.7803

dmyers@cplanning.com

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

Jeff Paul

704.552.8507

jpaul@cplanning.com

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

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

919.747.2176

bpemberton@cplanning.com

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

Brenda Peters

Investment Advisor Representative

980.235.7848

bpeters@cplanning.com

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.
Read more

Nicole Pilo

704.552.8507

npilo@cplanning.com

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.
Read more

Alfred Pinckney

843.881.5468

apinckney@cplanning.com

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...
Read more

Thomas M. Rosser, Jr. ChFC®, LUTCF

919.776.8500

trosser@cplanning.com

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.
Read more

John Rosser, CLU®

336.230.0922

jrosser@cplanning.com

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

Frances Simon

864.232.9316

fsimon@thepsgroup.net

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.
Read more

Charles Stegall

704.552.8507

cstegall@cplanning.com

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.
Read more

Keith Taylor ChFC®, CLU®, RICP®

980.235.7819

ktaylor@cplanning.com

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

Genie B. Theimer, CLU® , ChFC®, RICP®

704-552-8507

gtheimer@cplanning.com

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...
Read more

Michael A. Thompson, CLU

980.235.7833

mthompson@cplanning.com

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.

Read more

Sandi Vizner, CLU

704.895.4942

svizner@cplanning.com

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

John Ashby Ware, ChFC®, CLU, CExP™

919.880.9250

ashbyware@cplanning.com

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...
Read more

Michael Watts

864.371.6700

mwatts@cplanning.com

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...

Read more

Adam Whicker

336.777.1886 ext 105

awhicker@cplanning.com

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.

Read more

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

President and CEO

704.552.8507

abrincefield@cplanning.com

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

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...
Read more

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.
Read more

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.
Read more

Sarah Hampton

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

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.
Read more

Dave Taylor

800.532.2892

dtaylor@cplanning.com

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

Becky Thompson

Head 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.

Read more

Gena Meredith

gmeredith@cplanning.com

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...
Read more

David Satterwhite

336-777-1886 x 102

dsatterwhite@cplanning.com

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....
Read more

Ernie Glass, CFP®

980-235-7825

704-643-3235

eglass@cplanning.com

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...
Read more

Paul Goldstein, MBA

864-650-1183

pgoldstein@cplanning.com

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...
Read more

Timothy Hunt

704-906-4728

thunt@huntfinancialgroup.net

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...
Read more

Tom Tenaglia

609-947-2242

ttenaglia@huntfinancialgroup.net

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...
Read more

Timothy J. Brockman, CRPS®*

864-373-7202

tjbrockman@cplanning.com

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...
Read more

Antonio Jenkins

Financial Advisor

864-844-3464

ajenkins@cplanning.com

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...

Read more

Boyd Cauble

980-235-7810

bcauble@cplanning.com

Click above to read Shaping Your Financial Future.
Read more

Ashok Tapadia

919-747-2177

atapadia@cplanning.com

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...
Read more

Viral Chokshi

919-434-4880

919-554-6073

vchokshi@cplanning.com

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.
Read more

Jim Bunting

980-235-7838

jbunting@cplanning.com

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...
Read more

Brandon Wilson

843-881-5468

843-388-4975

bwilson@cplanning.com

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...
Read more

Michael J. Dare

843-881-5468

mdare@cplanning.com

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...
Read more

Hasan Ross-El

704-552-8507

hross-el@cplanning.com

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...
Read more

Mark Hopper

864-901-0453

mhopper@cplanning.com

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...
Read more

Bill High

919-782-2900

bhigh@cplanning.com

Registered Representative of Park Avenue Securities & Financial Representative
Read more

Jeff Smith

704-437-1299

jasmith@cplanning.com

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...
Read more

Jenny Daley

Financial Representative

843-514-2938

704-554-6073

jdaley@cplanning.com

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...

Read more

Eddy Flannery

843-377-3697

eflannery@cplanning.com

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...

Read more

Jimmy A. Lewis

Financial Representative

843-695-9425

jlewis@cplanning.com

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...

Read more

Matthew Brown

(336) 777-1886

(888) 236-6113

mbrown@cplanning.com

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...

Read more

Jackie Csonka

678.964.4481

jackie.csonka@cplanning.com

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...
Read more

Jacob Eddington

Financial Representative

803-661-6183

jacob.eddington@cplanning.com

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...

Read more

James M. Matthews, CFP®,

Financial Advisor | Director of Wealth Management

980.235.7806

jmatthews@cplanning.com

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,...

Read more

Jim Williams

Financial Representative

404-423-6854

jim.williams@cplanning.com

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...

Read more

Julie Terrell

Financial Representative

843.697.9648

julie.terrell@cplanning.com

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...

Read more

Michael R. Acosta CFP®

Financial Advisor

(980) 235-7888

michael.acosta@cplanning.com

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...

Read more

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....

Read more

RJ Swindle

Financial Representative

(407) 461-3512

robert.swindle@cplanning.com

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....

Read more

Sam Renken

Managing Director

803-464-8380

704-554-6073

sam.renken@cplanning.com

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...

Read more