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

Tomas H. Parks, Ph.D., CLU, ChFC

Managing Partner and Special Needs Planner

704-362-6790

drtom@strategicplanninggroup.com

Bryan C. Woodell, Sr

Managing Director

704-362-6783

bryan@strategicplanninggroup.com

Dr. Tomas "Thor" Parks, DBA

Senior Partner & Director of Talent Development

330-618-3934

thor@strategicplanninggroup.com

Kevin P. Taylor, LUTCF

Senior Partner & Director of Agency Development

770-289-6105

kevin@strategicplanninggroup.com

Morris Gibson

Director of Development

828-242-9073

morris@strategicplanninggroup.com

Al Dickens, III

Senior Partner & Director of LEAP Training

704-362-6780

704-366-5851

al@strategicplanninggroup.com

KariMarie Rossignol, ACS, ALMI

Director of Operations - Charlotte

704-362-6782

704-366-5851

karimarie@strategicplanninggroup.com

Robin Slater

Director of Operations - Atlanta

404-281-5080

robin@strategicplanninggroup.com

Nasia Shearod

Recruiting Coordinator

nasia@strategicplanninggroup.com

North Carolina Partners

Alex Bui

Financial Professional

980-495-2773

alex@strategicplanninggroup.com

Georgia Partners

George Beck

678-557-7901

george@strategicplanninggroup.com

John Daniel, CLU, CFP

Senior Partner

404-520-9907

john@strategicplanninggroup.com

Fred Glass, CLU, ChFC, CFP

Senior Partner

404-991-9901

404-255-5043

fred@strategicplanninggroup.com

Ray Godleski, MBA

Financial Professional

404-456-0600

ray@strategicplanninggroup.com

James T. Greenwell, ChFC

Senior Partner & Director of Advanced Design

770-352-2201

jgreenwell@htk.com

Fulton Lewis

Associate Partner & Financial Professional

770-855-9033

fulton@strategicplanninggroup.com

David M. Wash, CPA

Senior Partner & Financial Professional

404-931-7133

dwash@htk.com

R. Benton Penn

Financial Planner & Wealth Management Advisor

Penn.Benton@pennmutual.com

Steve Hasson

Regional Marketing Manager

(801) 673-7726

Hasson.Steven@pennmutual.com

Alabama

R. Benton Penn

Financial Planner & Wealth Management Advisor

Penn.Benton@pennmutual.com

Steve Hasson

Regional Marketing Manager

(801) 673-7726

Hasson.Steven@pennmutual.com

Florida Partners

Thomas E. Brophy, RICP, ChSNC

Vice President of Strategic Development

(813) 230-1691

tbrophy@htk.com

Ben Feigenbaum

Financial Professional and Brokerage Consultant

800-453-6277

ben@tfagroup.com

Westside Advisors

R. Benton Penn

Financial Planner & Wealth Management Advisor

Penn.Benton@pennmutual.com

Steve Hasson

Regional Marketing Manager

(801) 673-7726

Hasson.Steven@pennmutual.com

George Coxhead Financial Services

George Coxhead CLU, ChFC

803-329-5840

coxhead.george@pennmutual.com

R. Benton Penn

Financial Planner & Wealth Management Advisor

Penn.Benton@pennmutual.com

Steve Hasson

Regional Marketing Manager

(801) 673-7726

Hasson.Steven@pennmutual.com

The O'Toole Group LLC

R. Benton Penn

Financial Planner & Wealth Management Advisor

Penn.Benton@pennmutual.com

Steve Hasson

Regional Marketing Manager

(801) 673-7726

Hasson.Steven@pennmutual.com

Evergreen Financial

Chad Cole

Financial Professional

208-251-9915

chad@evergreenfinancialpartners.net

Larry Morrison

Financial Professional

208-760-9050

larry@evergreenfinancialpartners.net

R. Benton Penn

Financial Planner & Wealth Management Advisor

Penn.Benton@pennmutual.com

Steve Hasson

Regional Marketing Manager

(801) 673-7726

Hasson.Steven@pennmutual.com

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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Robin Woodell, CFP

Financial Planner

704-362-6784

rwoodell@myemeraldfinancial.com

Richard Kennell, LUTCF

Financial Professional

704-362-6793

rkennell@myemeraldfinancial.com

Jaclyn McCaslin, MBA

Financial Professional

704-362-6789

jmccaslin@myemeraldfinancial.com

Heather Funderburk

Practice Manager

980-495-2772

hfunderburk@myemeraldfinancial.com

Kaitlin Leibowitz

Client Care Specialist

704-362-6786

kleibowitz@myemeraldfinancial.com

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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Christopher I. Cruz, RICP

Financial Strategist

757-868-7130

chriscruz@vector27.net

Gregory F. Earwood, MBA, RICP

Financial Strategist

757-868-7130

gregearwood@vector27.net

Timothy C. Kroskey

Financial Strategist

757-868-7130

timkroskey@vector27.net

Tyler Cruz

Financial Strategist

tylercruz@vector27.com

Tammy Davis

Office Manager

757-868-7130

tammydavis@vector27.net

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

Senior Partner & Financial Professional

ed@strategicplanninggroup.com

Tahmin Khan

Director of Administration

813-294-6444

tahmin@strategicplanninggroup.com

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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