Office Manager at Strategic Planning Group - Charlotte, NC, us
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
Financial Advisor, CFP®
Contact Ray Godleski