Our Team
OUR TEAM

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

Tomas H. Parks, Ph.D., CLU, ChFC
Managing Partner and Special Needs Planner

Dr. Tomas "Thor" Parks, DBA
Senior Partner & Director of Talent Development

Kevin P. Taylor, LUTCF
Senior Partner & Director of Agency Development


North Carolina Partners
South Carolina Partners
South Carolina Partners
Cory Stemshorn
Financial Professional
cory@strategicplanninggroup.com
Kiep Jordan
Financial Professional
Kiep@StrategicPlanningGroup.com
Stephen Grant, CLU
Insurance Sales Specialist
SteveG@strategicplanninggroup.com
**Stephen Grant is not registered to offer investment and/or advisory services and is an Insurance Agent only.
Georgia Partners

Jon-Christian Keever, CIC
Financial Professional
404-601-9680
jonchristian@strategicplanninggroup.com


Alabama
Florida Partners
Florida Partners

Westside Advisors
George Coxhead Financial Services
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
Evergreen Financial
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.
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.
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.