Phoenixville Team

Client Centered

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

610.917.9600
800.600.9768
Fax: 610.917.9400

admin@premierplanning.net

David J. Fazzini*

David J. Fazzini* LUTCF

Partner

dfazzini@premierplanning.net

Frank S. Hennessey, AIF®, ChFC*

Frank S. Hennessey*, AIF^®, ChFC^®

Partner

fhennessey@premierplanning.net

Michael C. Polin*

Michael C. Polin*

Partner

mpolin@premierplanning.net

Joseph F. Bell, Jr.*

Joseph F. Bell, Jr.*

Sr Financial Professional

jbell@premierplanning.net

James Hower*

James Hower*

Sr Financial Professional

jhower@premierplanning.net

Laura Fazzini*

Laura Fazzini*

Financial Professional

lfazzini@premierplanning.net

J. David Gulati, III

Dave Gulati*

Financial Professional

dgulati@premierplanning.net

Zach Halvonik

Zach Halvonik

Financial Professional

610.917.9400

zhalvonik@premierplanning.net

Mark Greim

Mark Greim, CFP^®

Director of Wealth Management

610.917.9400

mgreim@premierplanning.net

Lynna Grandas

Lynna Grandas

Operations Manager

610.917.9600

lgrandas@premierplanning.net

Taylor Saul

Taylor Saul

Administrative Assistant

610.917.9600

tsaul@premierplanning.net

Cheryl Davis

Cheryl Davis

Administrative Assistant

610.917.9600

cdavis@premierplanning.net

Rocco DiRico

Rocco DiRico

Advisor Service Associate

rdirico@premierplanning.net