6115 Park South Drive
Suite 200
Charlotte, NC 28210
Charlotte, NC 28210
Jeff is a graduate of Clemson University and native of Greenville, SC. He has been a member of the Consolidated Planning (CP) team since 1989. Over the past 30 years, Jeff and his team have become specialists in the areas of Business Planning, Employee Benefits, Investments, Individual Planning, and Estate Planning…
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…
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…
Melissa is a graduate of LeMoyne College and has 25 years of experience at Consolidated Planning. She joined the Strategis team in 2022 and is involved in client relationship management in all areas of our practice, including new and existing insurance and investment clients.
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…
Jonathan, a 2002 graduate of the University of Iowa, moved to Charlotte in 2004. He started his financial career with Harrisdirect, which was quickly acquired by E*Trade Financial. He went on to work for Bank of America on the trading floor in Hearst Tower, before moving to Cygnus Asset Managment and finally…
Patrick, a native of Erie Pennsylvania, graduated from Edinboro University of Pennsylvania with a Bachelor degree in Business Administration and a concentration in Financial Planning. After college, Patrick decided to move to the Charlotte…
Tyler is a 2023 graduate of The University of North Carolina at Charlotte. While in school, Tyler along with a select twelve other students, participated in the university’s Student Managed Investment Fund. The fund manages…
