Meet The Team
CONSOLIDATED PLANNING
Leadership Team
James M. Matthews
Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com
James M. Matthews
Andy Brincefield
Becky Thompson
Head of Talent Acquisition
(704) 995-9531
beckythompson@cplanning.com
Becky Thompson
Finley Woodward
Sam Renken
Financial Advisor | Managing Director
(803) 464-8380
sam.renken@cplanning.com
Sam Renken
Ashby Ware
Jeff Malone
Managing Director | Registered Representative
(912) 678-1233
jeffrey.malone@cplanning.com
Jeff Malone
Amy Cook
Kelley Hughes
Managing Director and Financial Advisor
704 741-2096
kelley.hughes@cplanning.com
Kelley Hughes
Misty Petrosino
Director of Marketing and Systems – Advisors
(704) 552-8507
mpetrosino@cplanning.com
Misty Petrosino
Michael A. Thompson
Director of Advanced Planning
(704) 606 – 0762
mthompson@cplanning.com
Michael A. Thompson
Michael Harris
CONSOLIDATED PLANNING
Talent Acquisition Team
Megan Nolan
Lindsey Ware
Caroline Bergvist
Associate Recruiter
(803) 517-9955
caroline.bergvist@cplanning.com
Caroline Bergvist
Becky Thompson
Head of Talent Acquisition
(704) 995-9531
beckythompson@cplanning.com
Becky Thompson
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
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