CALIFORNIA CONSUMER - Key Persons
Chris Long specializes in helping physicians in all stages of their career to maximize their assets and funds to achieve their goals. He combines his professional financial knowledge with his personal experience. As a physician spouse, Chris has experienced the medical school to practice journey as his wife Leslie S. Long, MD is an anesthesiologist. Chris and Leslie live in Columbia, SC with their two sons.
Professional Designations
Certified Financial Planner™ (CFP®)
Gregg Helman has deep roots in medical financial planning. He has gained valuable insight and continues to learn from his physician father. He now has over 24 years of experience in the financial services industry and is passionate about helping members of the medical community increase their financial literacy. Gregg lives in Columbia, SC with his wife and two sons.
Professional Designations
Certified Financial Planner™ (CFP®)
Job Titles:
- New Business Case Manager
Kimberlee graduated in 2014 with a Bachelor's Degree in Education from Florida Gulf Coast University. Kimberlee takes pride in joining Consolidated Planning in December 2023, where she appreciates the flexibility of working virtually with a passionate and detail-oriented team. Prior to that, she worked in various financial advisory offices offering administrative support.
Nancy is a graduate of the University of South Carolina and earned her Masters in Healthcare Administration. She has worked in
the public health sector, health care industry, and academia. Her diverse work experience enhances our mission by focusing on your primary needs and helps develop a starting point for your future financial goals. Committed to providing excellent customer service, Nancy applies her personal experience and professional knowledge towards helping our clients achieve success. Aside from her dedication to client financial services, Nancy enjoys spending time with her husband, Eddie, and loves to hike, swim, and garden.
Job Titles:
- Director of Wealth Management / Investments
While studying finance in college, Tony became interested in the financial services and investment industry. After completing a summer internship at Merrill Lynch, his passion grew even stronger, and he wanted to help others prepare and plan for their future.
Tony has been with Consolidated Planning Inc since 2012, one of the largest financial planning firms in the Southeast and in financial services since 2005. In addition, he's the Director of Wealth Management and Investments for Consolidated Planning MD. A boutique group offering personalized wealth management to physicians and their families for generational wealth.
With access to a multitude of private investment institutions, they work together as one to create customized investment strategies for their client's portfolios. He conducts research into their financial landscape and implements plans that protect, grow, distribute, and transfer wealth. His goal is to effectively communicate seemingly complex financial situations for the uncertain road ahead.
Tony's other passion is cooking for friends and family. He grew up in an Italian household and everything was homemade, so it gives him joy to cook for the people he cares about. The same goes for his practice, it's a great feeling seeing his clients reach their goals knowing he was a part of that.