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Strategic Planning Group Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Strategic Planning Group operates in the Financial Services industry and is based in Charlotte, North Carolina. It is now part of 1847Financial, a national network formed to unite Penn Mutual with HTK-affiliated financial professionals under a mutual company framework. In this arrangement, the member firms gain access to resources designed to help build sustainable financial practices and to deliver life insurance and wealth management solutions with a client-focused approach at the local level. The firm serves financial professionals who seek a primary affiliation partner with Penn Mutual and HTK, supported by dedicated business planning and coaching in their local markets. Through 1847Financial, it remains connected to the broader history and principles associated with mutuality.

Find Strategic Planning Group employees' phone numbers or email addresses

Strategic Planning Group Global Highlights

Location
Employees

North America
48

Minus sign iconPlus sign icon
  • United States Of America
    48

Strategic Planning Group's Leadership

  • Stylized image of a person
    R. R.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. H.
    Chief Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Chief Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Vice President Strategic Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H. P.
    Managing Partner And Special Needs Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Senior Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. D.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Senior Partner
    Phone icon
    Mobile Phone

Strategic Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Strategic Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. H.
    Chief Of Operations
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. H.
    Chief Of Operations
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    M. G.
    Director Of Business Development
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    J. H.
    Director Of Training
    Phone icon
    Mobile Phone
    United StatesGeorgia
    May 31, 2026
  • Stylized image of a person
    K. R.
    Director Of Operations
    Phone icon
    Mobile Phone
    Jun 27, 2026
  • Stylized image of a person
    P. L.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 14, 2026
  • Stylized image of a person
    R. L.
    Managing Director, Strategic Federal Hud Programs And Section 108 Loan Advisement
    Phone icon
    Mobile Phone
    United StatesArkansas
    Oct 17, 2024
  • Stylized image of a person
    T. W.
    Account Operations Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    May 28, 2026
  • Stylized image of a person
    R. M.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    May 29, 2026
  • Stylized image of a person
    A. C.
    Trading And Operations Manager
    Phone icon
    Mobile Phone
    United StatesUtah
    Oct 18, 2024

Frequently Asked Questions

What is Strategic Planning Group known for?

Minus sign iconPlus sign iconStrategic Planning Group was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 6000 Fairview Road 1425 Charlotte, North Carolina 28210 United States; you can contact the main corporate office by phone at
+1-704-362-****
. Explore Strategic Planning Group's company overview page for more information.

What is Strategic Planning Group's most common email format?

Minus sign iconPlus sign iconStrategic Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Planning Group email formats with LeadIQ.

How many employees does Strategic Planning Group have currently?

Minus sign iconPlus sign iconStrategic Planning Group has approximately 47 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Strategic Planning Group's key employees and leadership?

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As of June 2026, Strategic Planning Group's key employees include:

  • Chief Executive Officer: R. R.
  • Chief Of Operations: G. H.
  • Chief Of Operations: M. H.
  • Vice President Strategic Development: T. B.
  • Managing Partner And Special Needs Planner: T. H. P.

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