Meet Your Team

Michael L. Hines, CFP®

President and Founder of CPC
Meet Mike

Robert D. Bordett, CFP®, CDFA™

Senior Vice President, CPC
Meet Bob

Blake Flood, CFP®

Financial Advisor, RJFS
Meet Blake

Adele V. Gipson, CFA, CFP®, CPA

Financial Advisor, RJFS
Meet Adele

Michael L. Hines, CFP®

President and Founder of CPC
Meet Mike

Robert D. Bordett, CFP®, CDFA™

Senior Vice President, CPC
Meet Bob

Blake Flood, CFP®

Financial Advisor, RJFS
Meet Blake

Adele V. Gipson, CFA, CFP®, CPA

Financial Advisor, RJFS
Meet Adele

Michael J. McCool, CFP®, CIMA®

Financial Advisor, RJFS
Meet Mike

Varun K. Marneni, CFP®

Financial Advisor, RJFS
Meet Varun

David G. Hunter, CFA®, CAIA

Director of Research and Investments, CPC
Meet David

Matthew T. Brinkley

Financial Advisor, RJFS
Meet Matt

Michael L. Hines, CFP®

President and Founder of CPC
Meet Mike

Robert D. Bordett, CFP®, CDFA™

Senior Vice President, CPC
Meet Bob

Blake Flood, CFP®

Financial Advisor, RJFS
Meet Blake

Adele V. Gipson, CFA, CFP®, CPA

Financial Advisor, RJFS
Meet Adele

Michael J. McCool, CFP®, CIMA®

Financial Advisor, RJFS
Meet Mike

Varun K. Marneni, CFP®

Financial Advisor, RJFS
Meet Varun

David G. Hunter, CFA®, CAIA

Director of Research and Investments, CPC
Meet David

Matthew T. Brinkley

Financial Advisor, RJFS
Meet Matt

Michael J. McCool, CFP®, CIMA®

Financial Advisor, RJFS
Meet Mike

Varun K. Marneni, CFP®

Financial Advisor, RJFS
Meet Varun

David G. Hunter, CFA®, CAIA

Director of Research and Investments, CPC
Meet David

Matthew T. Brinkley

Financial Advisor, RJFS
Meet Matt

Trevor K. Thompson, CFP®

Senior Financial Planner, CPC
Meet Trevor

Sheila Hines, FPQP™

Manager, Client Services
Meet Sheila

Nike Thorpe

Client Service Associate
Meet Nike

Tiara Kincaid

Client Service Associate
Meet Tiara

Amy Meeks Nasir

Executive Assistant
Meet Amy

Betsy Shimek Silber, FPQP™

Vice President, Operations, CPC, Operations Manager, RJFS
Meet Betsy

Nancy Cowgill

Receptionist
Meet Nancy

Team News

FALL 2018

Serving at the Ronald McDonald House

CPC has long supported the Ronald McDonald House Charities of Atlanta, an organization providing families with a home away from home while their sick or injured children receive care at a local hospital.1

Members of our team recently enjoyed a night serving chicken pot pie and other comfort food for families after their long day at the hospital.

Celebrating 20 Years with Blake Flood

This August marked 20 years of service with CPC for Blake Flood, CFP®. The team had a wonderful time recognizing this achievement over lunch.

A note from Blake reflecting 20 years at CPC
The last 20 years have been eventful. We have seen various market cycles, expansions/recessions and political machinations of a high order. Through it all, I witnessed our firm grow and continue to help our clients achieve their objectives.

I am grateful for the relationships with our clients and also thankful for my wife, Karin, and three daughters-Kelsey, Claire and Abigail.

Varun Marneni Invited to Speak at the Forbes Top Next-Gen Advisor Summit

For the second year in a row, Financial Advisor Varun Marneni, CFP® was invited to speak on a panel at the Forbes National Conference this past September. Varun discussed the importance of financial planning and shared some of CPC’s best practices with attendees.

Varun was recognized by Forbes’ as America’s Top Next-Generation Wealth Advisors.2 The selection process, developed by SHOOK Research, considered over 5,800 advisors born 1980 or later with at least 4 years of relevant experience. The rigorous process included rounds of surveys, telephone and in-person interviews, as well as qualitative and quantitative factors in order to narrow the list down to select advisors. Congratulations, Varun!

1. Consolidated Planning Corporation and Raymond James is not affiliated with and does not endorse the opinions or services of Atlanta Ronald McDonald House Charities.

2. SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. 5,832 Millennial advisors were considered based on high thresholds from which 1,000 were chosen. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review on compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www SHOOKresearch.com. Raymond James is not affiliated with Forbes or Shook Research. This recognitions is not indicative of the advisor’s future performance, is not an endorsement, and may not be representative of individuals client’s experiences.
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