Meet the Team

Each member of our team has a distinct role and responsibility. Beyond our areas of education and industry experience, you have the strength of a fully committed and accessible team excited to help solve your most pressing problems.

Malone Financial

Leadership

Jeff Malone

Managing Associate | Registered Representative

(912) 678-1233

jeffrey.malone@cplanning.com

Malone Financial

Planning Team

Katie Jamil

(980) 235-7807

katie.jamil@cplanning.com

Michael Harris

Chief Operating Officer

(704) 522-8507

mharris@cplanning.com

James M. Matthews

Director of Wealth Management

(980) 235-7806

jmatthews@cplanning.com

Neal Patel

Insurance Brokerage Specialist

(704) 877-1791

Npatel@cplanning.com

Michael Cousar

Disability Income Specialist

(864) 933-4432

michael.cousar@cplanning.com

Malone Financial

Financial Professional Team

Adam Youngman

Financial Advisor

(770) 533-0209

adam.youngman@cplanning.com

Ashaundá Davis

Financial Representative

(502) 354-8812

ashaunda.davis@cplanning.com

Contact Us

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

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2022-147105 Exp 12/24