What departments does Strategic Planning Group have?

Strategic Planning Group has employees across 4 departments including Operations, Business Development, Finance, Administrative.

What is the largest department at Strategic Planning Group?

The largest department at Strategic Planning Group is Operations with 4 employees.

Where are Strategic Planning Group employees located globally?

Strategic Planning Group has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Strategic Planning Group's team size changed over time?

Strategic Planning Group's team has grown from approximately 17 to 20 employees based on available data.

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.

Strategic Planning Group Global Highlights

North America
57

United States Of America
57

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Strategic Planning Group's Leadership

G. H.
Chief Of Operations
Mobile Phone
Email
M. H.
Chief Of Operations
Mobile Phone
Email
M. G.
Director Of Business Development
Mobile Phone
Email
K. R.
Director Of Operations
Mobile Phone
Email
J. O.
Operations Manager For Strategic Planning Group
Mobile Phone
Email
J. L.
Wealth Strategy Advisor
Mobile Phone
Email
C. S.
Financial Services Professional
Mobile Phone
Email
B. R.
Administrative Assistant
Mobile Phone
Email

Strategic Planning Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Other
Human Resources

Contact profiles from Strategic Planning Group

Name

Title

Contact

Location

Last Update

G. H.
Chief Of Operations
Mobile Phone
Email
Oct 21, 2024
M. H.
Chief Of Operations
Mobile Phone
Email
Oct 18, 2024
M. G.
Director Of Business Development
Mobile Phone
Email
Jun 26, 2026
K. R.
Director Of Operations
Mobile Phone
Email
Jun 27, 2026
J. O.
Operations Manager For Strategic Planning Group
Mobile Phone
Email
Oct 23, 2024
J. L.
Wealth Strategy Advisor
Mobile Phone
Email
Apr 15, 2026
C. S.
Financial Services Professional
Mobile Phone
Email
Oct 23, 2024
B. R.
Administrative Assistant
Mobile Phone
Email
Aug 03, 2026
J. S.
Administrator
Mobile Phone
Email
Aug 04, 2026
B. H.
Mobile Phone
Email

Frequently Asked Questions

What is Strategic Planning Group known for?

Strategic Planning Group was founded in 2018 and operates in the Financial Services industry. You can contact Strategic Planning Group's 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?

Strategic Planning Group employees' email format typically follows the pattern of Last.First@pennmutual.com. 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?

Strategic Planning Group has approximately 47 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

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

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

Chief Of Operations: G. H.
Chief Of Operations: M. H.
Director Of Business Development: M. G.
Director Of Operations: K. R.
Operations Manager For Strategic Planning Group: J. O.

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Strategic Planning Group Employee Directory

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