Premier Planning Group, Inc. - Phoenixville, PA

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, 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...

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, 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...

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 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...

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...

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 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...

Taylor joined Premier Planning Group in September of 2019. She welcomes clients daily and answers incoming calls. Taylor also assists with administrative issues and client services. She grew up in Phoenixville and has been around the...