Broker Check

Associates

Cincinnati Office

Frank G. Heitker*

Managing Partner

513.621.6030

fheitker@premierplanning.net

Frank has 37 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,...

Read more

Anthony (Tony) G. Butz*

Managing Partner

513.621.6030

abutz@premierplanning.net

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...

Read more

Kelsey Keller

Administrative Assistant

513-621-6030

513-621-6032

kkeller@premierplanning.net

In 2018, Kelsey Keller joined the Premier Planning Group as a part-time Administrative Assistant after she graduated from Ivy Tech Community College with two Associate Degrees—one in Business and the other in General Studies....
Read more

Nikki Hering

Administrative Assistant

513-621-6030

513-621-6032

noaks@premierplanning.net

In 2013, Nikki joined the Premier Planning Group after graduating from Cincinnati State College with an Associate’s Degree in Marketing. She is also a graduate of McAuley High School. Nikki assists clients on a day-to-day basis...

Read more

Shawn Chadwell, CFP®*

Junior Partner

513-621-6030

513-621-6032

schadwell@premierplanning.net

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...

Read more

Tom Jaracz, CFP®*

Junior Partner

513-621-6030

513-621-6032

tjaracz@premierplanning.net

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...

Read more

Glen Mills Office

Anthony (Tony) G. Butz*

Managing Partner

513.621.6030

abutz@premierplanning.net

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...

Read more

Cheryl Davis

Administrative Assistant

610-917-9600

610-917-9400

cdavis@premierplanning.net

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...

Read more

David J. Fazzini*

Founding Partner

610.917.9600

dfazzini@premierplanning.net

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...

Read more

Frank G. Heitker*

Managing Partner

513.621.6030

fheitker@premierplanning.net

Frank has 37 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,...

Read more

Frank S. Hennessey, AIF®, ChFC®*

Founding Partner

610.917.9600

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...

Read more

Dave Gulati

Associate/Insurance Agent

610-917-9600

610-917-9400

dgulati@premierplanning.net

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...

Read more

James Hower*

Managing Partner

610.358.5900

JHower@premierplanning.net

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...

Read more

Joseph F. Bell, Jr.*

Managing Partner

610.917.9600

JBell@premierplanning.net

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...

Read more

Kelsey Keller

Administrative Assistant

513-621-6030

513-621-6032

kkeller@premierplanning.net

In 2018, Kelsey Keller joined the Premier Planning Group as a part-time Administrative Assistant after she graduated from Ivy Tech Community College with two Associate Degrees—one in Business and the other in General Studies....
Read more

Laura Fazzini

Life Insurance Agent

610-917-9600

610-917-9400

lfazzini@premierplanning.net

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

Read more

Lynna Grandas

Administrative Assistant

lgrandas@premierplanning.net

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...

Read more

Mark Greim, CFP®

Director of Wealth Management

mgreim@premierplanning.net

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...

Read more

Michael C. Polin*

Managing Partner

610.917.9600

mpolin@premierplanning.net

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...

Read more

Nikki Hering

Administrative Assistant

513-621-6030

513-621-6032

noaks@premierplanning.net

In 2013, Nikki joined the Premier Planning Group after graduating from Cincinnati State College with an Associate’s Degree in Marketing. She is also a graduate of McAuley High School. Nikki assists clients on a day-to-day basis...

Read more

Rosie Cossentino

Office Manager

(610) 917-9600

(610) 917-9400

rcossentino@premierplanning.net

Rosie joined Premier Planning Group in June 2022. She studied Psychology at Widener University and her background includes project management, real estate and finance. Rosie assists with client relationship management, office...
Read more

Shawn Chadwell, CFP®*

Junior Partner

513-621-6030

513-621-6032

schadwell@premierplanning.net

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...

Read more

Taylor Saul

Administrative Assistant

6109179600

6109179400

tsaul@premierplanning.net

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...

Read more

Tom Jaracz, CFP®*

Junior Partner

513-621-6030

513-621-6032

tjaracz@premierplanning.net

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...

Read more

Valley Forge Office

David J. Fazzini*

Founding Partner

610.917.9600

dfazzini@premierplanning.net

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...

Read more

Frank S. Hennessey, AIF®, ChFC®*

Founding Partner

610.917.9600

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...

Read more

Michael C. Polin*

Managing Partner

610.917.9600

mpolin@premierplanning.net

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...

Read more

Joseph F. Bell, Jr.*

Managing Partner

610.917.9600

JBell@premierplanning.net

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...

Read more

Cheryl Davis

Administrative Assistant

610-917-9600

610-917-9400

cdavis@premierplanning.net

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...

Read more

Dave Gulati

Associate/Insurance Agent

610-917-9600

610-917-9400

dgulati@premierplanning.net

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...

Read more

James Hower*

Managing Partner

610.358.5900

JHower@premierplanning.net

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...

Read more

Laura Fazzini

Life Insurance Agent

610-917-9600

610-917-9400

lfazzini@premierplanning.net

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

Read more

Lynna Grandas

Administrative Assistant

lgrandas@premierplanning.net

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...

Read more

Mark Greim, CFP®

Director of Wealth Management

mgreim@premierplanning.net

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...

Read more

Rosie Cossentino

Office Manager

(610) 917-9600

(610) 917-9400

rcossentino@premierplanning.net

Rosie joined Premier Planning Group in June 2022. She studied Psychology at Widener University and her background includes project management, real estate and finance. Rosie assists with client relationship management, office...
Read more

Taylor Saul

Administrative Assistant

6109179600

6109179400

tsaul@premierplanning.net

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...

Read more

Valley Forge Support Staff

Mark Greim, CFP®

Director of Wealth Management

mgreim@premierplanning.net

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...

Read more

Lynna Grandas

Administrative Assistant

lgrandas@premierplanning.net

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...

Read more

Anthony (Tony) G. Butz*

Managing Partner

513.621.6030

abutz@premierplanning.net

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...

Read more

Cheryl Davis

Administrative Assistant

610-917-9600

610-917-9400

cdavis@premierplanning.net

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...

Read more

David J. Fazzini*

Founding Partner

610.917.9600

dfazzini@premierplanning.net

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...

Read more

Frank G. Heitker*

Managing Partner

513.621.6030

fheitker@premierplanning.net

Frank has 37 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,...

Read more

Frank S. Hennessey, AIF®, ChFC®*

Founding Partner

610.917.9600

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...

Read more

Dave Gulati

Associate/Insurance Agent

610-917-9600

610-917-9400

dgulati@premierplanning.net

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...

Read more

James Hower*

Managing Partner

610.358.5900

JHower@premierplanning.net

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...

Read more

Joseph F. Bell, Jr.*

Managing Partner

610.917.9600

JBell@premierplanning.net

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...

Read more

Kelsey Keller

Administrative Assistant

513-621-6030

513-621-6032

kkeller@premierplanning.net

In 2018, Kelsey Keller joined the Premier Planning Group as a part-time Administrative Assistant after she graduated from Ivy Tech Community College with two Associate Degrees—one in Business and the other in General Studies....
Read more

Laura Fazzini

Life Insurance Agent

610-917-9600

610-917-9400

lfazzini@premierplanning.net

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

Read more

Michael C. Polin*

Managing Partner

610.917.9600

mpolin@premierplanning.net

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...

Read more

Nikki Hering

Administrative Assistant

513-621-6030

513-621-6032

noaks@premierplanning.net

In 2013, Nikki joined the Premier Planning Group after graduating from Cincinnati State College with an Associate’s Degree in Marketing. She is also a graduate of McAuley High School. Nikki assists clients on a day-to-day basis...

Read more

Rosie Cossentino

Office Manager

(610) 917-9600

(610) 917-9400

rcossentino@premierplanning.net

Rosie joined Premier Planning Group in June 2022. She studied Psychology at Widener University and her background includes project management, real estate and finance. Rosie assists with client relationship management, office...
Read more

Shawn Chadwell, CFP®*

Junior Partner

513-621-6030

513-621-6032

schadwell@premierplanning.net

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...

Read more

Taylor Saul

Administrative Assistant

6109179600

6109179400

tsaul@premierplanning.net

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...

Read more

Tom Jaracz, CFP®*

Junior Partner

513-621-6030

513-621-6032

tjaracz@premierplanning.net

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...

Read more