Broker Check


Antonio Jenkins

Financial Advisor


Antonio joined Consolidated Planning in 2015 after several years of success in Banking, Technology, and the Financial Planning Industry. As a truly dedicated Advisor, Antonio is confident helping clients solve the real life problems...

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Bart Ellis



Bart Ellis, a Greenville native, joined The PSGroup in 2006 after working in public relations and advertising for six years.He received a Bachelors of Business Management from James Madison University after graduating from Christ...

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Carly Tucker

Operations & Practice Management


Frances Simon

Retired Founder


With over three decades of experience in the financial services industry, Frances has acquired an in-depth knowledge of investment products and services. She uses her experience, investment insight, and finely-honed problem-solving...

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Michael Watts

Financial Advisor


Born in Taylorsville, NC, Michael grew up in Asheville, where he graduated from Mars Hill College in 1973 with a degree in Business Administration. He then moved to Greenville and went to work in the financial services industry,...

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