Our Commitment To You

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

GERALD CRAIG, CFP^®, CLU^®, CHFC^®  
Managing Partner

With his 39 years’ career in the financial services industry, Gerald utilizes his experience as a personal trust officer, employee benefits regional manager, business owner and entrepreneur in understanding and addressing the needs of his clients. Gerald holds a Bachelor’s degree with a Certificate in Trust Management from Campbell University. He also holds the professional designations of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant^® and Chartered Life Underwriter^®. He has been recognized as a Five Star Wealth Manager* in the Charlotte area for the years 2012-2023.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

Gerald is active in his community and has served in numerous leadership positions and capacities in the Top-of-the-Week Rotary Club, First Baptist Church of Huntersville and his former homeowners’ association. He is currently a member of the Lake-Norman Huntersville Rotary Club, The Cabarrus Regional Chamber of Commerce and the Charlotte Chapter of the Financial Planning Association.

In his free time, Gerald enjoys traveling with his wife Sherry, hiking, exercising, reading, boating, and spending time with his twin grandsons.

TALISA SHIPMAN
Office Administrator

Prior to joining Carolina Planning Consultants, LLP in April of 2010, Talisa accumulated 15+ years of Executive Administrative Assistant experience. She is responsible for client relations, communications, and administration. She is ready to provide assistance with questions concerning account balances, statements, distributions, account transfers, or any other service-related issues, and she is also responsible for maintaining the office calendar.

Talisa, and her husband, Mike, live in China Grove, NC. She is a native of Cabarrus County and enjoys spending time with family and friends. She loves going to the beach and traveling as often as possible.

CARRIE WILSON
Client Service Associate

With more than 13 years of experience in the financial services profession, Carrie strives to be a valued team member for all advisors and colleagues she supports within the IFG consortium. Whether she’s answering a client’s inquiries or executing a money movement request, she focuses on making clients’ financial lives more confident and less complex. Carrie enjoys building relationships with advisors, their teams, and clients to create a more streamlined and productive approach to servicing their needs.

AREAS OF EXPERTISE

LPL Clientworks, AccountView and compliance systems
Redtail Client Relationship Management software and workflows
Administrative Service and Support

EDUCATION

• University of North Georgia, Business Management (2009)
• Series 7, 63 (held with LPL Financial), and 66 (held with IFG Advisory, LLC) licenses
• AWMA® (Accredited Wealth Management Advisor) with College of Financial Planning (2016)

OUTSIDE THE OFFICE

Carrie, her husband and daughter live in the foothills of the North Georgia mountains with their two golden retrievers, Daisy and Gus. She enjoys camping and is an avid runner (having participated in 2 marathons), and has recently taken up the sport of mountain biking. Carrie also enjoys growing vegetables in her garden and watching her daughter play soccer.