(877) 684-2343
cpcareers@cplanning.com

Andy BrincefieldCLU, ChFC, CFP®, RICP, CExP

President and CEO
(704) 522-8507
Meet Andy

Ashby WareChFC®, CLU, CExP™

Director of Business Development
(919) 880-9250
Meet Ashby

Becky Thompson

Director of Talent Acquisition
(704) 995-9531
Meet Becky

Carmen Kinney Smith

Regional Recruitment Director
804-314-0133
Meet Carmen

Finley Woodward

Financial Advisor
(615) 594-1581
Meet Finley

Jeff Malone

Financial Representative
912-678-1233
Meet Jeff

Michael HarrisRICP®, CExP™

Chief Operating Officer
(704) 522-8507
Meet Michael

Misty Petrosino

Director of Marketing and Systems - Advisors
(704) 522-8507
Meet Misty

Sam Renken

Managing Director
(803) 464-8380
Meet Sam

Amy Cook

Administrative Director
(704) 522-8507
Read Biography

Andy BrincefieldCLU, ChFC, CFP®, RICP, CExP

President and CEO
(704) 522-8507
Read Biography

Ashby WareChFC®, CLU, CExP™

Director of Business Development
(919) 880-9250
Read Biography

Becky Thompson

Director of Talent Acquisition
(704) 995-9531
Read Biography

Finley Woodward

Financial Advisor
(615) 594-1581
Read Biography

James M. MatthewsCFP® , RICP®

Director of Wealth Management
(980) 235-7806
Read Biography

Jeff Malone

Financial Representative
912-678-1233
Read Biography

Kelley Hughes

Managing Director and Market Leader for Women in Financial Services
(704) 741-2096
Read Biography

Michael HarrisRICP®, CExP™

Chief Operating Officer
(704) 522-8507
Read Biography

Misty Petrosino

Director of Marketing and Systems - Advisors
(704) 522-8507
Read Biography

Sam Renken

Managing Director
(803) 464-8380
Read Biography

Michael Cousar

Brokerage Manager | Disability Income Specialist
864-933-4432
Read Biography

Neal Patel

Brokerage Manager | Disability Income Specialist
(704) 877-1791
Read Biography

Ben Decker

Financial Advisor
843.324.8687
Read Biography

Nicole Pilo

Financial Advisor
704.552.8507
Read Biography

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