Broker Check

Premier Planning Group - Cincinnati, OH

One W. Fourth Street
Suite 110
Cincinnati , OH 45202

513.621.6030
877.811.6030
Fax: 513.621.6032
[email protected]

Frank G. Heitker

Managing Partner

513.621.6030

[email protected]

Frank has 37 years of financial planning experience. In 1982, he began his career as a tax director for The Ohio Casualty Insurance Company. In 1987, he was hired by The Manhattan Life Insurance Company as their treasurer. In 1990,...
Read more

Anthony (Tony) G. Butz

Managing Partner

513.621.6030

[email protected]

With 20 years experience, Tony provides insurance and investment strategies to professionals and small businesses. He works diligently to understand the client's situation and requirements before recommending financial approaches that...

Read more

Jim Waters

Chief Operating Officer

513-621-6030

513-621-6032

[email protected]

Jim Waters is the Chief Operating Officer at the Premier Planning Group LLC in Cincinnati, Ohio and is responsible for the day-to-day administration and operation of the financial planning practice. He reports to and is responsible for...

Read more

Shawn Chadwell

Junior Partner

513-621-6030

513-621-6032

[email protected]

Shawn Chadwell is a CERTIFIED FINANCIAL PLANNER™ practitioner at the Premier Planning Group LLC in Cincinnati, Ohio and is responsible for developing investment strategies and financial plans for his clients. Most recently, Shawn...

Read more

Nikki Hering

Administrative Assistant

513-621-6030

513-621-6032

[email protected]

In 2013, Nikki joined the Premier Planning Group after graduating from Cincinnati State College with an Associate’s Degree in Marketing. She is also a graduate of McAuley High School. Nikki assists clients on a day-to-day basis...

Read more

Kelsey Keller

Administrative Assistant

513-621-6030

513-621-6032

[email protected]

In 2018, Kelsey Keller joined the Premier Planning Group as a part-time Administrative Assistant after she graduated with Ivy Tech Community College with two Associate Degrees—one in Business and the other in General Studies....

Read more