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.
With his 33 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 2012-2015.
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, cycling, running, reading, snorkeling, golf, fine dining, wine tasting and spending time at the beach.
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.
Client Service Associate
Prior to joining Carolina Planning Consultant, Kristen spent four years representing a national investment management firm. Her responsibilities included working with financial advisors to help them in providing investment solutions to their clients. She is an honors graduate from Robert Morris University where she earned her finance degree while also attending school on a softball scholarship. Her desire to be part of a team that works directly with clients to help them pursue their financial and life goals caused her to seek a role here at Carolina Planning Consultants.
In her free time, Kristen enjoys traveling and playing golf with her husband Nick. On the weekends you can find them enjoying a nice run, hike or bike ride in the area. They also value spending time with family and friends.
Speak to An Advisor
Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.
WE ARE PROUD MEMBERS OF
Carolina Planning Consultants, Integrated Financial Group and IFG Advisory are separate entities from LPL Financial. The LPL registered representatives of Carolina Planning Consultants may only discuss securities or transact business with persons who are residents of CT, FL, GA, IN, ME, NC, NJ, NY, OH, OR, SC, VA, VT. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
Copyright 2021. All Rights Reserved.