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Adam Whicker
Financial Advisor
(336) 777-1886 ext. 105
awhicker@cplanning.com
Meet Adam
Alfred Pinckney
(843) 881-5468
apinckney@cplanning.com
Meet Alfred
Andy Brincefield
CLU®, ChFC®, CFP®, RICP®, CExP™
President and CEO
(704) 552-8507
abrincefield@cplanning.com
Meet Andy
Andy Harris
Financial Advisor
(704) 467-4369
aharris@cplanning.com
Meet Andy
Antonio Jenkins
Financial Advisor
(864) 844-3464
ajenkins@cplanning.com
Meet Antonio
Ashby Ware
ChFC®, CLU, CExP™
Financial Advisor | Director of Business Development
(919) 880-9250
ashbyware@cplanning.com
Meet Ashby
Ashok Tapadia
Financial Advisor
(919) 747-2177
atapadia@cplanning.com
Meet Ashok
Bart Ellis
Financial Advisor
(864) 232-9316
bart_ellis@thepsgroup.net
Meet Bart
Ben Decker
Financial Advisor
(843) 324-8687
bdecker@cplanning.com
Meet Ben
Bo Cauble
Financial Advisor
(704) 552-8507
bcauble@cplanning.com
Meet Bo
Bob Holmes
CLU, ChFC, RHU, CLTC, RICP
Financial Advisor
(980) 235-7824
bholmes@cplanning.com
Meet Bob
Brad Pemberton
CMFC, CLU, ChFC, RICP, CExP
Financial Advisor
(919) 747-2176
bpemberton@cplanning.com
Meet Brad
Brandon Wilson
Financial Advisor
(843) 881-5468
bwilson@cplanning.com
Meet Brandon
Charles Stegall
Financial Advisor
(704) 552-8507
cstegall@cplanning.com
Meet Charles
Chris Long
CFP®, CLU®, ChFC®, CLTC
Financial Advisor
(803) 805-8077
clong@cplanning.com
Meet Chris
Courtenay Miller
Financial Advisor
(980) 235-7813
cmiller@cplanning.com
Meet Courtenay
Dan Mullane
Financial Advisor
(860) 930-0110
dmullane@cplanning.com
Meet Dan
Daniel J. Andreotta
Financial Representative
(828) 329-7820
daniel.andreotta@cplanning.com
Meet Daniel
Dave Taylor
Financial Advisor
(704) 905-4106
dtaylor@cplanning.com
Meet Dave
David Satterwhite
Financial Advisor
(336) 777-1886 ext. 102
dsatterwhite@cplanning.com
Meet David
Dennis Myers
Financial Advisor
(980) 235-7803
dmyers@cplanning.com
Meet Dennis
Derrick Hector
Financial Representative
(251) 508-8355
derrick.hector@cplanning.com
Meet Derrick
Drew Davenport
Financial Advisor
(252) 671-6306
andrew.davenport@cplanning.com
Meet Drew
Eric Smith
Financial Representative
(770) 318-7347
eric.smith@cplanning.com
Meet Eric
Frances Simon
Financial Advisor
(864) 232-9316
fsimon@thepsgroup.net
Meet Frances
Frank Hill
Financial Representative
(336) 992-2900
fhill@cplanning.com
Meet Frank
Gena Meredith
Financial Advisor
(864) 573-2606
gmeredith@cplanning.com
Meet Gena
Genie Theimer
CLU® , ChFC®, RICP®
Financial Advisor
(704) 552-8507
gtheimer@cplanning.com
Meet Genie
Geoff Gardner
Financial Advisor
(336) 777-1886
ggardner@cplanning.com
Meet Geoff
Greg Current
Financial Advisor
(336) 338-7778
gcurrent@cplanning.com
Meet Greg
Gregg Helman
CFP®, CLU®
Financial Advisor
(803) 917-0170
ghelman@cplanning.com
Meet Gregg
James M. Matthews
CFP® , RICP®
Financial Advisor | Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com
Meet James
Jeff Howard
Financial Advisor
(704) 552-8507
jhoward@cplanning.com
Meet Jeff
Jeff Malone
Financial Representative
(912) 678-1233
jeffrey.malone@cplanning.com
Meet Jeff
Jeff Smith
Financial Advisor
(704) 437-1299
jasmith@cplanning.com
Meet Jeff
Jenny Daley
Financial Advisor
(843) 514-2938
jdaley@cplanning.com
Meet Jenny
Jim Williams
Financial Advisor
(404) 423-6854
jim.williams@cplanning.com
Meet Jim
Jimmy A. Lewis
Financial Advisor
(843) 695-9425
jlewis@cplanning.com
Meet Jimmy
Joe Pagani
Financial Advisor
(704) 756-8482
joseph.pagani@cplanning.com
Meet Joe
Joel Gardner
Financial Advisor
(704) 327-3215
jgardner@cplanning.com
Meet Joel
John Rosser
CLU®, RICP®, CEXP™
Financial Advisor
(336) 230-0922
jrosser@cplanning.com
Meet John
Keith Taylor
ChFC®, CLU®, RICP®
Financial Advisor
(980) 235-7819
ktaylor@cplanning.com
Meet Keith
Kelley Hughes
CDFA®
Financial Advisor
(704) 819-4986
kelley.hughes@cplanning.com
Meet Kelley
Lang MacBain
Financial Representative
(704) 552-8507
lmacbain@cplanning.com
Meet Lang
Larry Faulkner
Financial Representative
(843) 881-5468
lfaulkner@cplanning.com
Meet Larry
Leroy Pinckney
Financial Representative
(864) 205-8938
leroy.pinckney@cplanning.com
Meet Leroy
Lisa Hund
MBA, ChFC, CExP
Financial Advisor
(803) 242-1288
lisa_hund@cplanning.com
Meet Lisa
Luke Gawronski
Financial Advisor
(704) 552-8507
luke.gawronski@cplanning.com
Meet Luke
Mark Hopper
Financial Representative
(864) 901-0453
mhopper@cplanning.com
Meet Mark
Michael A. Thompson
CLU
Financial Advisor
(980) 235-7833
mthompson@cplanning.com
Meet Michael
Michael Acosta
CFP®
Financial Advisor
(980) 235-7888
michael.acosta@cplanning.com
Meet Michael
Michael Cousar
Disability Income Specialist
(864) 933-4432
michael.cousar@cplanning.com
Meet Michael
Michael Harris
RICP®, CExP™
Chief Operating Officer
(704) 522-8507
mharris@cplanning.com
Meet Michael
Michael Watts
Financial Advisor
(864) 371-6700
mwatts@cplanning.com
Meet Michael
Misty Petrosino
Director of Marketing and Systems - Advisors
(704) 552-8507
mpetrosino@cplanning.com
Meet Misty
Neal C. Brincefield
RICP®, CLU®, ChFC®, CExP™
Financial Advisor
(704) 654-9990
nbrincefield@cplanning.com
Meet Neal
Neal Patel
Insurance Brokerage Specialist
(704) 877-1791
Npatel@cplanning.com
Meet Neal
Nicole Pilo
Financial Advisor
(704) 552-8507
npilo@cplanning.com
Meet Nicole
Paul Dowd
Financial Advisor
(919) 413-6297
pdowd@cplanning.com
Meet Paul
Paul Goldstein
MBA
Financial Representative
(864) 650-1183
pgoldstein@cplanning.com
Meet Paul
Rick Burger
CPA
Financial Advisor
(704) 995-6141
rburger@cplanning.com
Meet Rick
RJ Swindle
Financial Advisor
(407) 461-3512
robert.swindle@cplanning.com
Meet RJ
Roger Mills
Financial Advisor
(980) 235-7873
rmills@cplanning.com
Meet Roger
Sam Renken
Financial Advisor | Managing Director
(803) 464-8380
sam.renken@cplanning.com
Meet Sam
Sandi Vizner
Financial Advisor
(704) 895-4942
svizner@cplanning.com
Meet Sandi
Scott Haynie
Financial Advisor
(336) 777-1886 ext. 103
shaynie@cplanning.com
Meet Scott
Steven Huskey
Financial Advisor
(843) 714-3387
steven.huskey@cplanning.com
Meet Steven
Tim Brockman
CRPS®
Financial Advisor
(864) 373-7202
tjbrockman@cplanning.com
Meet Tim
Tom Dumas
CFP®, ChFC®, RICP®
Financial Advisor
(704) 552-8507
tdumas@cplanning.com
Meet Tom
Tommy Rosser
ChFC®, LUTCF
Financial Advisor
(919) 776-8500
trosser@cplanning.com
Meet Tommy
Tony Montini
Financial Advisor
(980) 235-7844
tmontini@cplanning.com
Meet Tony
William Brincefield
(704) 552-8507
bbrincefield@cplanning.com
Meet William
William McClanahan
CFP®
Financial Advisor
(617) 306-9952
bill.mcclanahan@cplanning.com
Meet William