Meet The Team

CONSOLIDATED PLANNING

Leadership Team

Andy Brincefield

President and CEO
Meet Andy

Michael Harris

Chief Operating Officer
Meet Michael

Amy Cook

Administrative Director
Meet Amy

Misty Petrosino

Director of Marketing and Systems - Advisors
Meet Misty

Ashby Ware

Financial Advisor | Director of Business Development
Meet Ashby

Becky Thompson

Head of Talent Acquisition
Meet Becky

Sam Renken

Financial Advisor | Managing Director
Meet Sam

Andrew Birgel

Financial Professional
Meet Andrew

Finley Woodward

Financial Advisor
Meet Finley

James M. Matthews

Financial Advisor | Director of Wealth Management
Meet James

Jeff Malone

Managing Associate | Registered Representative
Meet Jeff

Kelley Hughes

Managing Director and Market Leader for Women in Financial Services
Meet Kelley
CONSOLIDATED PLANNING

Talent Acquisition Team

Becky Thompson

Head of Talent Acquisition
Meet Becky

Carmen Kinney Smith

Regional Recruitment Director
Meet Carmen
CONSOLIDATED PLANNING

Wealth Management

James M. Matthews

Financial Advisor | Director of Wealth Management
Meet James

Elaine Bennett

Investment Specialist | Registered Principal
Meet Elaine
CONSOLIDATED PLANNING

Brokerage Team

Michael Cousar

Disability Income Specialist
Meet Michael

Neal Patel

Insurance Brokerage Specialist
Meet Neal
CONSOLIDATED PLANNING

Field Advisory Board

Jenny Daley

Financial Advisor
Meet Jenny

Ben Decker

Financial Advisor
Meet Ben

Nicole Pilo

Financial Advisor
Meet Nicole

Antonio Jenkins

Financial Advisor
Meet Antonio

Courtenay Miller

Financial Advisor
Meet Courtenay

Jeff Malone

Managing Associate | Registered Representative
Meet Jeff

Lisa Hund

Financial Advisor
Meet Lisa

Steven Huskey

Financial Advisor
Meet Steven

Tom Dumas

Financial Advisor
Meet Tom

William McClanahan

Financial Advisor
Meet William
JOIN OUR TEAM

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