Broker Check

Meet the Team

Our business is relationship focused and we take this seriously.  Because of this, our team makes every effort to build on those relationships in an effort to provide a client experience that provides you with the confidence that you are working with the right firm.

Tom Dumas, CFP®, ChFC®, RICP®

Financial Representative

(704) 552-8507 x 815

(704) 554-6073

tdumas@cplanning.com

Successfully planning retirement takes time, resources and effort.  Whether you are accumulating assets or considering how to monetize those that you have, my team and I have the experience to help you.

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Rick Burger, CPA®, CExPTM

Investment Specialist / Financial Professional

(704) 552-8507

(704) 554-6073

rburger@cplanning.com

Understanding the life cycle of a business is critical.  From concept to transition, efficiencies through thoughtful planning and surrounding yourself with the right people positions you to maximize your efforts.

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W. Andrew Harris, CExP, RICP®

Financial Professional

(704) 552-8507

(704) 554-6073

aharris@cplanning.com

Business owners have a unique set of issues.  Outcomes are never certain so making sure that your business plan is coordinated with your personal plan is where we see successful entrepreneurs spend time and energy. 

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Michael Acosta, CFP®

Financial Representative

864-593-2520

704-554-6073

michael.acosta@cplanning.com

As a young professional, I know the pressure that cash flow has on building a successful balance sheet.  Understanding how to create behaviors and where to start the planning process is what leads to long term success.

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Victor Holloway, M.B.A.

Financial Professional

(704) 552-8507

(704) 554-6073

vholloway@cplanning.com

Upon graduating from Georgetown University in 2007 with a M.B.A. in finance, Victor decided to join Consolidated Planning after spending 7 years in the corporate finance division of two fortune 500 energy corporations as a Senior...

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Jaime Grewell

Client Relations Manager

(704) 552-8507 x 851

(704) 554-6073

jgrewell@cplanning.com

Jaime supports the team's planning efforts and is the initial point of contact for many client service matters. She has a Life and Health insurance license; is a Notary Public of North Carolina; and joins us with 14 years of experience...

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Andrew Utter

Business Development Associate

980-235-7899

704-554-6073

andrew.utter@cplanning.com

Andrew joined us after graduating from East Carolina University, obtaining the degree of Business Administration with a concentration in Finance. His role on the team is to support our investment operations...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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