Contact Us

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

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

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

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

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

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

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