Meet The Team

Meet The Team

Our recruiting team consists of firm leadership and talent acquisition specialists. Our goal is to ensure that Consolidated Planning is a good fit for you and your practice.

Andy Brincefield

President and CEO
Meet Andy

Michael Harris

Chief Operating Officer
Meet Michael

Amy Cook

Administrative Director
Meet Amy

Becky Thompson

Director of Talent Acquisition
Meet Becky

Carmen Kinney Smith

Regional Recruitment Director
Meet Carmen

Misty Petrosino

Director of Marketing and Systems - Advisors
Meet Misty

Ashby Ware

Director of Business Development
Meet Ashby

Sam Renken

Managing Director
Meet Sam

Jeff Malone

Financial Representative
Meet Jeff

James M. Matthews

Director of Wealth Management
Meet James

Kelley Hughes

Managing Director and Market Leader for Women in Financial Services
Meet Kelley

Andrew Birgel

Market Leader | Managing Director
Meet Andrew

Finley Woodward

Financial Advisor
Meet Finley

Contact Us

Click the button below to submit your information and have our recruiting team reach out to discuss how Consolidated Planning aligns with your career goals.

Contact Us