CONSORTIUM MEMBER SINCE 2016

Talisa Shipman

Office Manager

Carolina Planning Consultants, LLP
323 Coddle Market Drive, NW
Concord, NC 28027

Phone  |  704/786-4857
Fax  |  704/786-0750
E-mail  |  Talisa.shipman@cpcllp.com



Member Profile

Client Vision

I strive to be proactive regarding client issues and daily office tasks. I believe that any request made by a client, no matter how small, should be handled in a timely manner and as seamlessly as possible for their peace of mind. I am grateful for every client and enjoy getting to know them personally so that I can serve them better.


Areas of Expertise

  • Great Client Service
  • Fantastic Administrative & Practice Management Support

Outside The Office

I am a native of North Carolina and enjoy the mountains and the beach. I have been married to my husband, Mike, for 32 years! We enjoy having friends and family over for BBQ’s and bonfires. We love traveling and visiting wineries along the way. My dream trip would be to the California wine country, Italy, or any Caribbean location.









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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