Broker Check

Lisa Raye Hund, ChFC® CExP™ MBA

803-242-1288

Team

Our team based approach to planning is unique to our industry.  The most important person in the room is not the advisor, CPA, or attorney.  It is the client at all times.  

I have access to some of the top specialists in every aspect our financial wheel.  There is zero hesitation to bring these specialist to the table for our clients.  


  • Our Team brings a unique mix of diverse specialties and experience to serve our high net-worth families.
  • We Focus solely on our clients' goals.
  • We have a Single-Minded Devotion on keeping our promises and holding ourselves accountable.
  • We Look Holistically at our clients' lives as we know it is the way to develop the trust and communication necessary to deliver effective solutions. 
  • Client First. We put our clients' needs first in all our recommendations and solutions.
 

Lisa Raye Hund, MBA

Business, Individual and Estate Planning

803-242-1288

I enjoy showing people how money really works in their world. How wealth is successfully accumulated, spent and transferred cannot be done with products alone. A strategy and purpose must be woven into each and every product or service...

Read more

Nicole Pilo

Financial Advisor and Joint Partner

704-552-8507

My practice revolves around helping people take control of their financial worlds so that they can free themselves up to do what they truly enjoy doing in their lives, with their families, and in their careers. Most people want to be...

Read more

Our team provides wealth management for individuals, families and business owners. This includes asset management, accumulation/distribution planning, and protection to help mitigate financial threats. In addition we design and...

Read more

Thomas Dumas CFP ChFC

Financial Advisor and Joint Partner

704-552-8507

For over 10 years, people have chosen to work with me because I am sincere about helping to protect their family, lifestyle and assets while focusing resources to obtain what they want. What this means is that I educate people on a...

Read more

Neal Brincefield

Director of Advisor Development for Consolidated Planning and Joint Partner

704-552-8507

Neal Brincefield serves as Consolidated Planning's head of Advisor Development in addition to his role as one of the firm's 80+ financial advisors.In his leadership role, Neal works to both expand CP's base of quality advisors through...

Read more

Michael is part of our APG Team (Advisory Performance Group). He specializes in Business Planning and Pension Trust case support. Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

Read more