About Cincinnati
In 2001, Frank G. Heitker and Tony Butz laid the foundation for our Cincinnati office, bringing with them more than a decade of invaluable experience from Union Central. They began as a two-person advisory team and gradually expanded the practice by adding additional staff and advisors along the way. Over the next two decades, they remained focused on what matters most: building lasting relationships and providing thoughtful, comprehensive financial planning.
At the heart of our practice is a commitment to holistic financial planning. We understand that every client has unique circumstances, priorities, and aspirations. Our commitment to empowering our clients begins with taking the time to understand their individual financial and lifestyle goals. Whether you are a successful professional, a retiree enjoying the next chapter of life, or a business owner navigating complex financial decisions, our team is here to provide guidance and support.
Our services encompass investment management, estate planning, risk management, retirement planning, business planning, and tax strategies. Each area is thoughtfully integrated into your overall financial plan, helping you make informed decisions and providing the guidance needed to pursue your financial goals with confidence.
Frank G. Heitker*
Partner
Frank has over 40 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...
Anthony (Tony) G. Butz*
Advisor
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...
Shawn Chadwell*, CFP®
Advisor
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...
Tom Jaracz*, CFP®
Advisor
Tom Jaracz 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. Tom’s clients...
Mike Weckenbrock*, JD, CLU, ChFC
Advisor
mweckenbrock@premierplanning.net
As a financial planner and financial services executive for the past 20 years, Mike Weckenbrock is dedicated to helping individuals and businesses create a roadmap for their financial future. Whether you’re planning for retirement,...
Joel Kubala
Director of Financial Planning and Office Management
Joel is an experienced financial professional with a career built inside the personal investment business unit of a global financial services firm. Most recently his responsibilities centered around security trading, performance...
Gizel Salehabadi
Client Service Associate
gsalehabadi@premierplanning.net
Josh Larsen
Client Service Associate
Josh Larsen is a Client Service Associate at Premier Planning Group, where he supports advisors and clients through a wide range of financial planning and investment service initiatives. His responsibilities include client relationship...
Elizabeth Weckenbrock
Administrative Assistant