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OUR TEAM

Every <strong>journey</strong> begins somewhere, we are here because we believe in the <strong>transformative</strong> power of helping others achieve their <strong>dreams</strong>.

Everyone has goals for their Family, Finances, Dreams, Community, and Legacy. It is our pleasure to help you begin to chart a course to move towards these goals.

Strategic Planning Group is here to serve as your guide to the future you want.

Leadership Team

North Carolina Partners

Georgia Partners

Alabama

Florida Partners

Thomas Brophy

Thomas E. Brophy, RICP, ChSNC

Vice President of Strategic Development

(813) 230-1691

Ben Feigenbaum

Ben Feigenbaum

Financial Professional and Brokerage Consultant

800-453-6277

Westside Advisors

George Coxhead Financial Services

The O'Toole Group LLC

Evergreen Financial

Emerald Financial Group

Emerald Financial Group was created to help anyone who wanted our help to achieve long term financial goals. Our team has combined experience of over 30 years in the industry. Though we specialize in comprehensive financial planning, we have always understood that building and protecting wealth takes a concentrated effort.

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Vector27 Financial Group

Whether coordinating with their team or a team of professionals, Vector 27 seeks to create strategies that are designed to help ensure their client's present and future well-being.

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Medicus Wealth Consultants

Medicus Wealth Consultants provide financial strategies to a diverse group of medical professionals and practices. Our clients include physicians, nurse practitioners, physicians assistants, registered nurses, pharmacists, executive administrators, as well as their families and employees.

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Ed Dropic

Ed Dropic

Senior Partner & Financial Professional

Apex Insurance Advisors

One-size-fits-all doesn't apply when it comes to insurance.  At Apex Insurance Advisors, every client gets our undivided attention. We take a proactive approach when helping you develop a strategy to address all your insurance needs.

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Al Dickens

Al Dickens, III

Senior Partner & Director of LEAP Training

704-362-6780

704-366-5851

Ben Feigenbaum

Ben Feigenbaum

Financial Professional and Brokerage Consultant

800-453-6277

David Wash

David M. Wash, CPA

Senior Partner & Financial Professional

404-931-7133

Dr. Tomas "Thor" Parks

Dr. Tomas "Thor" Parks, DBA

Senior Partner & Director of Talent Development

330-618-3934

Ed Dropic

Ed Dropic

Senior Partner & Financial Professional

Fulton Lewis

Fulton Lewis

Associate Partner & Financial Professional

770-855-9033

James Greenwell

James T. Greenwell, ChFC

Senior Partner & Director of Advanced Design

770-352-2201

Kevin Taylor

Kevin P. Taylor, LUTCF

Senior Partner & Director of Agency Development

770-289-6105

R. Benton Penn

R. Benton Penn

Financial Planner & Wealth Management Advisor

Thomas Brophy

Thomas E. Brophy, RICP, ChSNC

Vice President of Strategic Development

(813) 230-1691

Have a Question?

Reach out to us, and we can prepare a strategy for you.

Contact Us