Leadership
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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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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James M. Matthews, CFP®
Director of Wealth Management
Since 2005, James has provided financial guidance and education to a diverse clientele including individuals, corporate retirement plan sponsors and their participants.
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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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Neal C. Brincefield, RICP®, CLU®, ChFC®, CExP™
Financial Advisor, Consolidated Planning, Inc.
Special Consultant, The Living Balance Sheet®
Neal Brincefield is a financial advisor and Managing Partner of Consolidated Planning, Inc.
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Kristen Hall Eskew
Director of Talent Acquisition
Kristen is originally from Richmond Hill, GA, but considers the Queen City to be her home.
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Dalton Hester
Director of Talent Acquisition
Dalton relocated to the low-country 8 years ago after growing up in the Outer Banks.
Click to read more...Brokerage Leadership
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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Neal Patel
Neal is a first-generation Indian American that was born and raised in Charlotte, NC. He then went on to attend The University of North Carolina at Charlotte and...
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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.
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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 family since 1995.
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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, 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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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. Nicole has always been very dedicated to helping people of all ages achieve their goals.
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Michael A. Thompson, CLU, 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. Thompson has been working in the business planning space for over 28 years and specializes in the design and implementation of highly tax favored Fortune 500...
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Chairman Emeritus
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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