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13777 Ballantyne Corp Pl., Suite 225, Charlotte, NC 28277

704-362-6787
info@strategicplanninggroup.com

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

Leadership Partners

Dr. Tomas H. Parks

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

Managing Partner and Special Needs Planner

704-362-6790

Bryan Woodell

Bryan C. Woodell, Sr

Managing Director

704-362-6783

Dr. Tomas "Thor" Parks

Dr. Tomas "Thor" Parks, DBA

Senior Partner & Director of Talent Development

330-618-3934

Kevin Taylor

Kevin P. Taylor, LUTCF

Senior Partner & Director of Agency Development

770-289-6105

Morris Gibson

Morris Gibson

Director of Development

828-242-9073

Al Dickens

Al Dickens, III

Senior Partner & Director of LEAP Training

704-362-6780

704-366-5851

KariMarie Rossignol

KariMarie Rossignol

Director of Operations - Charlotte

704-362-6782

704-366-5851

Robin Slater

Robin Slater

Director of Operations - Atlanta

404-281-5080

Nasia Shearod

Nasia Shearod

Recruiting Coordinator

George Beck

George Beck

Securities Coordinator

678-557-7091

Gwenn Kessler

Gwenn Kessler

Sr. Field Associate

847-863-5025

Stephen Grant, CLU

Stephen Grant, CLU

Insurance Sales Specialist

864-901-8315

Steve Hasson

Steve Hasson

Regional Marketing Manager

(801) 673-7726

North Carolina Partners

Alex Bui

Alex Bui

Financial Professional

980-495-2773

Brycon Haney-Johnson

Brycon Haney-Johnson

South Carolina Partners

Brad Reynolds

Brad Reynolds

Financial Professional

(740) 516-0328

Cory Stemshorn

Cory Stemshorn

Financial Professional

(864) 593-2423

Joseph Lady

Joseph Lady

Financial Professional

864-915-6488

Kiep Jordan

Kiep Jordan

Financial Professional

864-320-0468

Stephen Grant, CLU

Stephen Grant, CLU

Insurance Sales Specialist

864-901-8315

Thomas Haislop

Thomas Haislop

Financial Professional

(864) 324-4455

Georgia Partners

Jon-Christian Keever

Jon-Christian Keever, CIC

Financial Professional

770-888-3151

404-601-9680

Howell Cullens

Howell Cullens

Fred Glass

Fred Glass

Senior Partner

404-991-9901

404-255-5043

Ray Godleski

Ray Godleski, MBA

Financial Professional

404-456-0600

James Greenwell

James T. Greenwell, ChFC

Senior Partner & Director of Advanced Design

770-352-2201

Glenn Guthrie

Glenn Guthrie

William Logan Hertz

William Logan Hertz

Fulton Lewis

Fulton Lewis

Associate Partner & Financial Professional

770-855-9033

Chad Logan

Chad Logan

Chris Miller

Chris Miller

Ferrell Shaun O'Quinn

Ferrell Shaun O'Quinn

Ben Volk

Ben Volk

Firm Partner

David Wash

David M. Wash, CPA

Senior Partner & Financial Professional

404-931-7133

R. Benton Penn

R. Benton Penn

Financial Planner & Wealth Management Advisor

Amie Bligen

Amie Bligen

Financial Professional

770-668-6128

Alabama Partners

Gregory Clark

Gregory Clark

Financial Professional

William Phillips

R. Benton Penn

R. Benton Penn

Financial Planner & Wealth Management Advisor

Westside Advisors

Don Warnke CLU ChFC, RICP

Don Warnke CLU ChFC, RICP

George Coxhead Financial Services

George Coxhead CLU, ChFC

George Coxhead CLU, ChFC

803-329-5840

Evergreen Financial

Evergreen Financial Partners

Chad Cole

Chad Cole

Financial Professional

208-251-9915

Larry Morrison

Larry Morrison

Financial Professional

208-760-9050

Landon Broadhead, CFP

Landon Broadhead, CFP

Emerald Financial Group

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

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Emerald Financial Group

Robin Woodell, CFP

Robin Woodell, CFP

Financial Planner

704-362-6784

Richard Kennell

Richard Kennell, LUTCF

Financial Professional

704-362-6793

Jaclyn McCaslin

Jaclyn McCaslin, MBA

Financial Professional

704-362-6789

Heather Funderburk

Heather Funderburk

Practice Manager

980-495-2772

Kaitlin Leibowitz

Kaitlin Leibowitz

Client Care Specialist

704-362-6786

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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Vector27 Financial Group

Christopher Cruz

Christopher I. Cruz, RICP

Financial Strategist

757-868-7130

Gregory Earwood

Gregory F. Earwood, MBA, RICP

Financial Strategist

757-868-7130

Timothy Kroskey

Timothy C. Kroskey

Financial Strategist

757-868-7130

Tyler Cruz

Tyler Cruz

Financial Strategist

Tammy Davis

Tammy Davis

Office Manager

757-868-7130

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

The O'Toole Group LLC

Our clients partner with us to pursue their ideal financial position.  We strive to educate how to grow and protect wealth during the accumulating years as well as enjoyed for retirement and legacies

Sean O'Toole

Sean O'Toole

407-786-4026

Ellen O'Toole

Ellen O'Toole

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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Medicus Wealth Consultants

Ed Dropic

Ed Dropic

Senior Partner & Financial Professional

Tahmin Khan

Tahmin Khan

Director of Administration

813-294-6444

New Day Financial Advisors

At New Day Financial Advisors, we have been providing comprehensive financial planning and guidance to generations of St. Petersburg families. We believe each day offers the opportunity to make a difference. Few things remain certain, yet one constant in our firm's priorities will never change: Our commitment to put our clients' interests first. This is at the center of our practice. Most important, we listen to your concerns, aspirations, and financial dreams. You are unique and we understand that. We take the view that working in concert, we can make an achievable plan to realize the life you desire. Listening, planning, educating, guiding, and adjusting to the changes in your financial landscape are what we do. We make sure that you stay on top of your financial goals so that you pursue them.  At New Day Financial Advisors, we believe that a holistic plan with regular attention to your financial strategy is key. As an independent firm, we are objective in crafting a strategic approach.  This is a core value of how we serve our clients. Our process is guided by finding the right products, services, and risk strategies to achieve your desired outcomes. 

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New Day Financial

Cameron Barrier

Cameron Barrier

Vice President of Insurance Services

727-504-3089

Have a Question?

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