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...

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...

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...

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...

Dave Gulati joined Premier Planning Group in November of 2021. He earned a Liberal Arts Degree with an emphasis on business and communications from Villanova University where he distinguished himself as a 4-year starter and captain of...

Prior to Premier Planning Group, Laura interned at Northwestern Mutual in King of Prussia and Tax Favored Benefits in Kansas City...

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...

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...

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...