Contact Us

6115 Park South Drive, Suite 200  |  Charlotte, NC 28210

Phone: (704) 552-8507  |  Fax: (704) 554-6073

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Jeffrey-Howard-2022

Jeff Howard, ChFC®, RICP®, CExP®
Financial Advisor/Team Lead
Phone: 704-552-8507 ext. 818
Fax: 704-554-6037
jhoward@CPlanning.com

David-Taylor-2022

Dave Taylor, ChFC®
Investment Specialist
Phone: 704-552-8507 ext. 801
Fax: 704-554-6037
dtaylor@CPlanning.com

Jonathan-Lindner-2022

Jonathan Lindner, CFA®, CFP®
Investment Specialist/Financial Advisor
Phone: 704-552-8507 ext. 842
Fax: 704-554-6037
jonathan.lindner@CPlanning.com

Patrick-Galvin-2022

Patrick Galvin, CFP®
Financial Advisor
Phone: 704-552-8507 ext. 836
Fax: 704-554-6037
patrick.galvin@CPlanning.com

Rick-Addis-2022

Rick Addis
Benefits Specialist
Phone: 704-572-1121
Fax: 704-554-6037
rick@addisbenefits.com

Denise-Hudson-2022

Denise Hudson
Medical Insurance Specialist
Phone: 704-552-8507 ext. 881
Fax: 704-554-6037
dhudson@CPlanning.com

Melissa-McConnell-2022

Melissa McConnell
Advisor Support Specialist
Phone: 980-235-7859
Fax: 704-554-6037
melissa.mcconnell@CPlanning.com