A proud native of Greenville, SC and a graduate of Clemson University, Jeff has been a cornerstone of Consolidated Planning (CP) since 1989. Over the years, he and his team have become trusted specialists in Business Planning, Employee Benefits, Investments, Individual Planning, and Estate Planning—helping clients navigate complex financial landscapes with clarity and confidence.
Dave’s journey in financial planning is deeply rooted in a lifetime of leadership, service, and strategic experience. A graduate of The University of North Carolina at Charlotte, Dave spent years in collegiate athletics administration before making the pivotal decision to join Consolidated Planning—a firm that had profoundly impacted his own financial future.
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 brings over 25 years of experience to Consolidated Planning, where she has built lasting relationships and guided clients through every facet of financial decision-making.
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…
Tyler is a proud graduate of The University of North Carolina at Charlotte, where he was selected as one of just twelve students to participate in the prestigious Student Managed Investment Fund.
Shawna brings over 25 years of experience in the financial industry, with the last several years
at Consolidated Planning. A graduate of West Virginia Wesleyan College, she recently joined the
Strategis team, where she is involved in client relationship management for both new and
existing investment clients.
Matthew is a Financial Advisor, CERTIFIED FINANCIAL PLANNER® and Investment Specialist with over a decade of experience helping clients achieve financial stability. A graduate of Winthrop University with a degree in Personal Finance.