Jeff, a graduate of Clemson University and native of Greenville, SC, has been a member of the Consolidated Planning (CP) team since 1989. Over those years, Jeff and his staff have become specialists in the areas of Employee Benefits, Investments, Estate, and Business Planning…Click here for Jeff’s full bio.
Dave, a 1971 graduate of The University of North Carolina at Charlotte, first joined Consolidated Planning in April of 1988. Following a long career in collegiate athletics administration, and intrigued by the work of the firm that was handling his personal financial planning, he decided to join… Click here for Dave’s full bio.
Stephen Norris, a 2008 Clemson graduate, completed his degree work with a major in Financial Management and a minor in Accounting, graduating with honors. He has worked with Consolidated Planning since 2008, providing broad-based planning support to all of its advisors… Click here for Stephen’s full bio.
Molly Smith joined the team in 2012 as our Life and Health policies coordinator after working in the public school system for 7 years. She schedules appointments and examinations, handles new and existing policy customer service requests, and assists Jeff in day to day business… Click here for Molly’s full bio.