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
David J. Fazzini*
Founding Partner
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...
Frank S. Hennessey, AIF®, ChFC®*
Founding Partner
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...
Michael C. Polin*
Managing Partner
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...
James Hower*
Managing Partner
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...
Joseph F. Bell, Jr.*
Managing Partner
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...
Mark Greim, CFP®
Director of Wealth Management
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...
Lynna Grandas
Administrative Assistant
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...
Lisa Brand
Office Manager
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...
Cheryl Davis
Administrative Assistant
610-917-9400
Cheryl joined Premier Planning Group in August of 2020. She is a graduate of Temple University with a Bachelor of Science Degree and brings with her several years of experience in the financial services industry. Cheryl welcomes and...
Taylor Saul
Administrative Assistant
6109179400
Taylor joined Premier Planning Group in September of 2019. Taylor's main responsibility is to assist and process investment related applications. She also assist with client services and other administrative tasks. She grew up in...