Broker Check

Premier Planning Group, Inc. - Phoenixville, PA

Valley Forge Professional Center
1260 Valley Forge Road
Suite 107
Phoenixville, PA 19460

610.917.9600
800.600.9768
Fax: 610.917.9400
clientinfo@premierplanning.net

David J. Fazzini

Founding Partner

610.917.9600

dfazzini@premierplanning.net

David Fazzini, LUTCF earned his Bachelor of Science degree in Marketing with an emphasis in Finance from the Indiana University of Pennsylvania in 1987, where he distinguished himself as the captain of the varsity golf team and member of...

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Frank S. Hennessey, ChFC

Founding Partner

610.917.9600

fhennessey@premierplanning.net

Frank S. Hennessey, ChFC is co-founder and managing partner of Premier Planning Group, Inc., a wealth management and employee benefits firm with offices in Pennsylvania, Cincinnati, and North Carolina. He began his career in 1988 with...

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Michael C. Polin

Managing Partner

610.917.9600

mpolin@premierplanning.net

It’s not often that you find someone who absolutely loves what they do for a living, but when you do, it’s very apparent. When you meet Mike Polin to discuss financial planning, it only takes a minute to realize that he is...

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James Hower

Managing Partner

610.358.5900

JHower@premierplanning.net

James Hower, LUTCF earned his Bachelor of Arts degree in Business Administration from Moravian College in Bethlehem, Pennsylvania in 1988. Over the years he has continued his studies in...

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Joseph F. Bell, Jr.

Managing Partner

610.917.9600

JBell@premierplanning.net

Joe earned his Bachelor of Science degree in Business Administration with a major in Management from Saint Joseph’s University. He completed the Life Underwriter Training Council Fellowship (LUTCF), a sixty-five week curriculum...

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Mark Greim

Director of Wealth Management

mgreim@premierplanning.net

Mark joined Premier Planning Group in November of 2016 as Director of Wealth Management of our Valley Forge Office. Mark’s role is to further enhance the overall client experience and to provide additional technical support...

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Helen Ann Auriello

Administrative Assistant

clientinfo@premierplanning.net

Helen Ann graduated with a Degree in Office Skills and Technology from Montgomery County Community College. She is married and has one daughter. She has been with our firm since October, 1991. During that time, she received her...

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Lynna Grandas

Administrative Assistant

clientinfo@premierplanning.net

Lynna joined Premier Planning Group in August of 2007. She is a graduate of West Virginia University with a Bachelor of Arts Degree in Psychology. Lynna interacts daily with clients assisting with any questions or requests they may...

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Lisa Brand

Office Manager

lbrand@premierplanning.net

Lisa joined Premier Planning Group in September of 2010. Lisa handles the bookkeeping and licensing for in-house agents. She is responsible for the daily tasks involved in running an office. Lisa assist the team with administrative...

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Joanie Reiter

Administrative Assistant

jreiter@premierplanning.net

Joanie joined Premier Planning Group in August of 2014 after many years in the insurance industry. She assists the team by preparing client portfolios and managing the day to day clerical functions within the office. Joanie is a...

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