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.
My career over the years has included many experiences, when I moved to the Charlotte area, I began working in the banking industry with 401k and cash balance plans. I then moved into a Human Resource role providing compliance,...
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...
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...
Neal Brincefield
Director of Advisor Development for Consolidated Planning and Joint Partner
My role is to serve and educate clients to create long-term financial strategies that produce results! Dan’s planning process involves guiding clients on a range of options and helping them confidently make informed decisions...