Meet The Team

CONSOLIDATED PLANNING

Leadership Team

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Talent Acquisition Team

Carmen Kinney Smith

Regional Recruitment Director

804-314-0133

carmen.smith@cplanning.com

Becky Thompson

Head of Talent Acquisition

(704) 995-9531

beckythompson@cplanning.com

CONSOLIDATED PLANNING

Leadership Team

CONSOLIDATED PLANNING

Wealth Management

Katie Jamil

(980) 235-7807

katie.jamil@cplanning.com

Elaine Bennett

Investment Specialist | Registered Principal

(704) 522-8507

ebennett@cplanning.com

James M. Matthews

Director of Wealth Management

(980) 235-7806

jmatthews@cplanning.com

CONSOLIDATED PLANNING

Brokerage Team

Neal Patel

Insurance Brokerage Specialist

(704) 877-1791

Npatel@cplanning.com

Michael Cousar

Disability Income Specialist

(864) 933-4432

michael.cousar@cplanning.com

CONSOLIDATED PLANNING

Wealth Management

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