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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 those goals.

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

Leadership Team

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

Al Dickens, III

Al Dickens, III

Senior Partner & Director of LEAP Training

704-362-6780

704-366-5851

KariMarie Rossignol

KariMarie Rossignol, ACS, ALMI

Director of Operations - Charlotte

704-362-6782

704-366-5851

Katie Small

Katie Small, FLMI, ACS

Director of Marketing

704-362-6781

704-366-5851

Dr. Tomas "Thor" Parks

Dr. Tomas "Thor" Parks, DBA

Senior Partner & Director of Talent Development

330-618-3934

Carson Woodell

Carson Woodell

Director of Talent Acquisition

704-362-6777

Kevin Taylor

Kevin P. Taylor, LUTCF

Senior Partner & Director of Agency Development

770-289-6105

Robin Slater

Robin Slater

Director of Operations - Atlanta

404-281-5080

North Carolina Partners

Alex Bui

Alex Bui

Financial Professional

980-495-2773

Michael Gegorek

Michael Gegorek

Financial Planner

704-362-6785

Dalton Stephenson

Dalton Stephenson

Financial Professional

704-496-2367

Georgia Partners

David Wash

David M. Wash, CPA

Senior Partner & Financial Adviser

404-931-7133

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

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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Heather Funderburk

Heather Funderburk

Client Care and New Business Manager

980-495-2772

Jaclyn McCaslin

Jaclyn McCaslin, MBA

Financial Professional

704-362-6789

Kaitlin Leibowitz

Kaitlin Leibowitz

Client Care Team

704-362-6786

Richard Kennell

Richard Kennell, LUTCF

Financial Professional

704-362-6793

Robin Woodell

Robin Woodell

Financial Planner

704-362-6784

Cynthia Rich

Cynthia Rich

Financial Professional

980-495-2776

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

Tahmin Khan

Tahmin Khan

Director of Administration

813-294-6444

Evergreen Financial Partners

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

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Chad Cole

Chad Cole

Financial Professional

208-251-9915

Larry Morrison

Larry Morrison

Financial Professional

208-760-9050