Our Team

JEFFREY D. HOWARD, CHFC®, RICP, CExP

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.

DAVID R. TAYLOR, CHFC®

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, CFA, CFP®, CHFC®, CExP

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

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.

DENISE HUDSON

Denise joined the team in 1992 and has primary client care responsibilities in the areas of Group Medical, Dental, Life and Disability Insurance. Denise also assists clients with Individual Medical and Medicare Supplement Insurance…Click here for Denise’s full bio.

Affiliates

 

RICK ADDIS

Rick is a graduate of The University of North Carolina at Charlotte.  Rick has over 20 years of benefits experience specializing in qualified retirement plan consulting.  He works with the team as an independent consultant helping clients with plan design… Click here for Rick’s full bio.

Securities products and services offered through Park Avenue Securities, LLC
(PAS), member FINRA, SIPC. OSJ: 4201 Congress St Ste 295 Charlotte, NC 28209 (704) 552--8507
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance
Company of America (Guardian), New York, NY.
Strategis is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Neither Guardian nor its subsidiaries issue Property & Casualty
or Health insurance products or services.
This material is intended for general public use. By providing this material,
Strategis is not undertaking to provide investment advice for any specific individual
or situation, or to otherwise act in a fiduciary capacity. Please contact a financial
professional for guidance and information specific to your individual situation.