What departments does Strategic Planning Group have?

Strategic Planning Group has employees across 5 departments including Engineering, Operations, Administrative, Finance, Sales.

What is the largest department at Strategic Planning Group?

The largest department at Strategic Planning Group is Finance with 9 employees.

Where are Strategic Planning Group employees located globally?

Strategic Planning Group has employees across 1 continents and 1 countries including 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 18 employees based on available data.

Strategic Planning Group Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Strategic Planning Group is evolving! We’re now part of an elite, unified national organization – 1847Financial.
Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.
Our commitment to our financial professionals and clients we serve remains stronger than ever.
• 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company.
• 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices
• 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets.
We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK.

LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd. | Horsham, PA 19044, USA.|800-873-7637, www.htk.com 1847 Financial and Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.

5068342RLB_Oct24

Find Strategic Planning Group employees' phone numbers or email addresses

Strategic Planning Group Global Highlights

North America
46

United States Of America
46

Strategic Planning Group's Leadership

R. R.
Chief Executive Officer
Mobile Phone
Email
G. H.
Chief Of Operations
Mobile Phone
Email
M. H.
Chief Of Operations
Mobile Phone
Email
T. B.
Vice President Strategic Development
Mobile Phone
Email
D. W.
Senior Partner
Mobile Phone
Email
G. D.
Managing Partner
Mobile Phone
Email
J. G.
Senior Partner
Mobile Phone
Email
B. L.
Managing Partner
Mobile Phone
Email

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

D. W.
Senior Partner
Mobile Phone
Email
United StatesGeorgia
Oct 26, 2025
G. D.
Managing Partner
Mobile Phone
Email
United StatesNew Jersey
Oct 22, 2025
J. G.
Senior Partner
Mobile Phone
Email
United States
Mar 25, 2026
B. L.
Managing Partner
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
J. H.
Owner
Mobile Phone
Email
United StatesUtah
Oct 16, 2024
M. F.
Owner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
R. R.
Chief Executive Officer
Mobile Phone
Email
United StatesMichigan
Oct 22, 2024
T. B.
Vice President Strategic Development
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
G. H.
Chief Of Operations
Mobile Phone
Email
Oct 21, 2024
M. H.
Chief Of Operations
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Strategic Planning Group known for?

Strategic 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?

Strategic 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?

Strategic Planning Group has approximately 48 employees as of March 2026. These team members are located across 1 continents, including North America.

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

As of March 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.
Senior Partner: D. W.

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