Meet The Team

CONSOLIDATED PLANNING

Leadership Team

Andy Brincefield

President and CEO
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Michael Harris

Chief Operating Officer
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Amy Cook

Administrative Director
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Misty Petrosino

Director of Marketing and Systems - Advisors
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Ashby Ware

Financial Advisor | Director of Business Development
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Becky Thompson

Head of Talent Acquisition
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Leroy Pinckney

Financial Representative
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Sam Renken

Financial Advisor | Managing Director
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CONSOLIDATED PLANNING

Talent Acquisition Team

Becky Thompson

Head of Talent Acquisition
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Jessica Millis

Managing Director - Talent Acquisition
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Carey Golden

Managing Director - Talent Acquisition
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Cindy Rodney-Smith

Managing Director - Talent Acquisition
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CONSOLIDATED PLANNING

Wealth Management

James M. Matthews

Financial Advisor | Director of Wealth Management
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Elaine Bennett

Investment Specialist | Registered Principal
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CONSOLIDATED PLANNING

Brokerage Team

Michael Cousar

Disability Income Specialist
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Neal Patel

Insurance Brokerage Specialist
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CONSOLIDATED PLANNING

Field Advisory Board

Jenny Daley

Financial Advisor
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Ben Decker

Financial Advisor
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Nicole Pilo

Financial Advisor
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Antonio Jenkins

Financial Advisor
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Courtenay Miller

Financial Advisor
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Jeff Malone

Financial Representative
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Tom Dumas

Financial Advisor
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William McClanahan

Financial Advisor
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