How We Work
We are dedicated professionals who strive to develop strategies which solve complex problems while doing it in a highly personalized way. Your goals are of the utmost importance to us and we utilize our knowledge and experience to focus on helping you accelerate your growth, build your income, protect your wealth, and mitigate risks so that your time can be spent enjoying your wealth and not managing it.
Nicole Pilo
Financial Advisor
After graduating from Duke University in 1995, Nicole spent several years gaining a variety of life experiences in the sciences, the health industry and teaching before joining Consolidated Planning in 2011. Nicole has always been very...
Kattie Spies
Director of Client Relations
Kattie Spies is an Executive Assistant with 15 years of experience in recruiting, sales, and education. She is a graduate from Ohio University and earned a master’s degree from UNC Charlotte in 2014. Kattie has spent the last 8...
Sam Garner
Director of Operations
Sam Garner grew up in Texas and graduated with a bachelor’s degree in Computer Science. She has over 20+ years of experience in regulatory compliance, quality assurance...