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...

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Rick Burger, CPA

Financial Advisor

704.995.6141

rburger@cplanning.com

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

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Bo Cauble

Financial Advisor

704-552-8507

bcauble@cplanning.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC.

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Andrew Cordell

Financial Advisor

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...

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Greg Current

Financial Advisor

336.338.7778

gcurrent@cplanning.com

As a Certified Exit Planner and a Retirement Income Certified Professional, I work with individuals and business owners to help them discover winning solutions to securing their financial futures. Having previously managed several...

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Ben Decker

Financial Advisor

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...

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Tom Dumas, CFP®, ChFC®, RICP®

Financial Advisor

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.

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Bart Ellis

Financial Advisor

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.

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Larry Faulkner

Financial Representative

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...

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Geoff Gardner

Financial Advisor

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.

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Michael Harris

Chief Operating Officer

704.552.8507

mharris@cplanning.com

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

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G. Scott Haynie

Financial Advisor

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.

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Gregg Helman, CFP®, CLU®

Financial Advisor

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.

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Frank Hill

Financial Representative

336.777.1886

fhill@cplanning.com

Frank was born in Winston-Salem and graduated from University of North Carolina-Chapel Hill in 1975. Frank has two children. Frank joined National Life of Vermont in 1982, and found his home at Consolidated Planning since 1992....

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Bob Holmes, CLU, ChFC, RHU, CLTC, RICP

Financial Advisor

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.

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Jeff Howard

Financial Advisor

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.

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Lisa Raye Hund, MBA, ChFC, CExP,

Financial Advisor

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.

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Chris Long, CFP®, CLU®, ChFC®, CLTC

Financial Advisor

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.

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Lang MacBain

Financial Representative

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.

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Courtenay Miller

Financial Advisor

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.

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Roger Mills

Financial Advisor

980.235.7873

rmills@cplanning.com

Life Journey: Raised on an Indiana farm, Roger enjoyed playing high school and college football and basketball. He and his wife, Trudy, are parents of three adult children. Roger has worked with owners and executives of hundreds of...

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Tony Montini

Financial Advisor

980.621.8371

tmontini@cplanning.com

During my college years I worked in the tile and marble industry which help supplement college tuition and expenses. The company, at the time, did not provide a retirement plan and I had little knowledge with regards to investing or...

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Dan Mullane

Financial Advisor

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.

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Dennis E. Myers, III

Financial Advisor

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.

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

Financial Advisor

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.

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Nicole Pilo

Financial Advisor

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.

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Alfred Pinckney

Financial Representative

(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...

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Thomas M. Rosser, Jr. ChFC®, LUTCF

Financial Advisor

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.

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John F. Rosser Jr., CLU®, RICP®, CEXP™

Financial Advisor

336.230.0922

jrosser@cplanning.com

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

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Frances Simon

Financial Advisor

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.

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Charles Stegall

Financial Advisor

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.

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Keith Taylor ChFC®, CLU®, RICP®

Financial Advisor

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.

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Genie B. Theimer, CLU® , ChFC®, RICP®

Financial Advisor

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...

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Michael A. Thompson, CLU

Financial Advisor

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.

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Sandi Vizner, CLU

Financial Advisor

704.895.4942

svizner@cplanning.com

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

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John Ashby Ware, ChFC®, CLU, CExP™

Financial Advisor

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...

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Michael Watts

Financial Advisor

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...

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Adam Whicker

Financial Representative

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.

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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.

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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

Financial Representative

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

Brokerage Manager / DI Specialist

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

Financial Advisor

704-467-4369

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

Financial Advisor

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.

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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.

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David Satterwhite

Financial Advisor

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....

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Paul Goldstein, MBA

Financial Representative

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...

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Timothy Hunt

Financial Advisor

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...

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Tom Tenaglia

Financial Advisor

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...

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Timothy J. Brockman, CRPS®*

Financial Advisor

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...

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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...

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Ashok Tapadia

Financial Advisor

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...

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Brandon Wilson

Financial Advisor

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...

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Mark Hopper

Financial Representative

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...

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Jeff Smith

Financial Advisor

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...

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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...

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Eddy Flannery

Financial Advisor

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...

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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...

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Daniel J. Andreotta

Financial Representative

828-329-7820

daniel.andreotta@cplanning.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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Derrick Hector

Financial Representative

(251) 508-8355

derrick.hector@cplanning.com

Derrick Hector, a graduate of Morehouse College and former professional football player, is a financial professional for Consolidated Planning, a leading financial firm that has a track record of success and helping clients focus their...

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Eric Smith

Financial Representative

770-318-7347

eric.smith@cplanning.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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Gena Meredith

Financial Advisor

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...

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Jack Weishar

Financial Advisor

304-280-9286

jack.weishar@cplanning.com

Are you a PA or Healthcare worker? Do you feel overwhelmed trying to balance your career, family, and finances? Have you dedicated your life to helping others, yet no one seems to be taking care of you?Are you wondering where to begin...

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Jackie Csonka

Financial Advisor

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...

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James M. Matthews, CFP®, RICP®

Financial Advisor | Director of Wealth Management

704.800.6584

jmatthews@cplanning.com

James serves as the Consolidated Planning's Director of Wealth Management and is also a practicing Financial Advisor that helps his clients organize, protect, and grow their wealth through his consultative approach to planning.

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Jeff Malone

Financial Representative

912-678-1233

jeffrey.malone@cplanning.com

Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License #8998697, CA Insurance License #0K83597
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Jim Williams

Financial Advisor

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...

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Joe Pagani

Financial Advisor

704-756-8482

joseph.pagani@cplanning.com

Joe is a graduate of NC State University where he studied Business Management, Economics, and Finance. He has spent most of his adult life in Charlotte, where he raises his two sons, Rocco and Luca. His extensive experience in...

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Joel Gardner

Financial Advisor

704-327-3215

jgardner@cplanning.com

Joel is originally from Maryland, right outside of our Nation's Capital but has been in the Carolinas for the last 14 years. He has a Bachelor's in Sport and Entertainment Management from the University of South Carolina as well as a...

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Kelley Hughes, CDFA

Financial Advisor

704.819.4986

kelley.hughes@cplanning.com

Kelley Wheeler leads a team of female professionals, focused on financial wellness following divorce. Advocating for her clients, Kelley also provides divorce related negotiations with regard to cash flow, living expenses, college and...

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Leroy Pinckney

Financial Representative

(864) 205-8938

leroy.pinckney@cplanning.com

Registered Representative of Park Avenue Securities & Financial Representative of Guardian.
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Luke Gawronski

Financial Advisor

704) 552-8507

luke.gawronski@cplanning.com

As a Certified Financial Planner with Consolidated Planning it is my mission to educate families, individuals, and businesses on financial matters. I understand how intimidating and frustrating the financial landscape can be to...

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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...

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Michael Cousar

Disability Income Specialist

864-933-4432

michael.cousar@cplanning.com

Michael D. Cousar has been in the insurance industry for 28 years. He began his insurance career with The Paul Revere Insurance Group in Atlanta, GA as a Disability Income Insurance Broker Representative. He is now back in a similar...

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Misty Petrosino

Financial Advisor

(704) 490-8840

mpetrosino@cplanning.com

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....

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Neal Patel

Insurance Brokerage Specialist, NC

(704) 877-1791

Npatel@cplanning.com

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 acquired his Bachelor of Science in Marketing. Post-graduation Neal was...

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Paul Dowd

Financial Advisor

919-413-6297

pdowd@cplanning.com

Helping to protect and build prosperity for individuals, families, and businesses for the tomorrows they expect- and for those they don’t foresee. Simply put, financial confidence for all. My commitment to you is threefold:1.) To...

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Phillip Cerrillo, Jr.

Financial Representative

706-993-5734

phillip.cerrillo@cplanning.com

Financial Representative of Guardian.

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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....

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Sam Renken

Financial Advisor

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...

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Steven Huskey

Financial Advisor

843-714-3387

steven.huskey@cplanning.com

My practice is centered around helping medical professionals navigate the complexities of their financial lives. By focusing on a comprehensive process rather than prescribing product-centered solutions, I serve as a resource and...

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William McClanahan, CFP®

Investment Advisor Representative

(617) 306-9952

bill.mcclanahan@cplanning.com

Too many times, good people with financial means fail to set themselves up for a successful future. Typically, the difference between struggling through retirement and enjoying the lifestyle you envision is simply creating a plan and...

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