Meet The Team
CONSOLIDATED PLANNING
Leadership Team
Amy Cook
Ashby Ware
Michael Harris
James M. Matthews
Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com
James M. Matthews
Becky Thompson
Head of Talent Acquisition
(704) 995-9531
beckythompson@cplanning.com
Becky Thompson
Neal Patel
Andy Brincefield
CONSOLIDATED PLANNING
Talent Acquisition Team
Becky Thompson
Head of Talent Acquisition
(704) 995-9531
beckythompson@cplanning.com
Becky Thompson
Lindsey Ware
Megan Nolan
Stefanie Zablocki
Director of Recruiting | Atlanta
205-960-9158
stefanie.zablocki@cplanning.com
Stefanie Zablocki
Vanessa Brazell
Associate Recruiter
(716) 545-5348
vanessa.brazell@cplanning.com
Vanessa Brazell
CONSOLIDATED PLANNING
Brokerage Team
Neal Patel
Michael Cousar
Disability Income Specialist Executive Benefits – Corporate Solutions
(864) 933-4432
michael.cousar@cplanning.com
Michael Cousar
CONSOLIDATED PLANNING
Wealth Management
Katie Jamil
James M. Matthews
Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com
James M. Matthews
CONSOLIDATED PLANNING
Market Leaders
Adam Youngman
Finley Woodward
Joe Pagani RICP®
Ben Decker
Paul Goldstein
Sam Renken
Financial Advisor | Managing Director
(803) 464-8380
sam.renken@cplanning.com
Sam Renken
Jeff Malone
Managing Director | Registered Representative
(912) 678-1233
jeffrey.malone@cplanning.com
Jeff Malone
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