Owner at Strategic Planning Group - Charlotte, NC, us
Office Manager
Contact Jackie Temsamani
Vice President Strategic Development
Contact Thomas Brophy
Chief Compliance Officer/Head of Trading/Head of 401(k)
Contact Jeff Draper
Financial Advisor
Contact Zach Germann
Account and Client Service Operations
Contact Fran Geerlings
Account Operations Manager
Contact Treva Wolfley
Associate Partner
Contact Michael Gegorek