Associates
Cincinnati Office
Frank G. Heitker*
Managing Partner
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,...
Anthony (Tony) G. Butz*
Managing Partner
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®*
Junior Partner
513-621-6032
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®*
Junior Partner
513-621-6032
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...
Glen Mills Office
Anthony (Tony) G. Butz*
Managing Partner
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...
Cheryl Davis
Administrative Assistant
610-917-9400
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...
David J. Fazzini*
Founding Partner
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 G. Heitker*
Managing Partner
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,...
Frank S. Hennessey, AIF®, ChFC®*
Founding Partner
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...
Dave Gulati
Associate/Insurance Agent
610-917-9400
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...
James Hower*
Managing Partner
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...
Joseph F. Bell, Jr.*
Managing Partner
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...
Laura Fazzini
Life Insurance Agent
610-917-9400
Prior to Premier Planning Group, Laura interned at Northwestern Mutual in King of Prussia and Tax Favored Benefits in Kansas City...
Lynna Grandas
Administrative Assistant
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...
Mark Greim, CFP®
Director of Wealth Management
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...
Michael C. Polin*
Managing Partner
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...
Rosie Cossentino
Office Manager
(610) 917-9400
rcossentino@premierplanning.net
Shawn Chadwell, CFP®*
Junior Partner
513-621-6032
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...
Taylor Saul
Administrative Assistant
6109179400
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...
Tom Jaracz, CFP®*
Junior Partner
513-621-6032
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...
Valley Forge Office
David J. Fazzini*
Founding Partner
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, AIF®, ChFC®*
Founding Partner
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...
Michael C. Polin*
Managing Partner
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...
Joseph F. Bell, Jr.*
Managing Partner
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...
Cheryl Davis
Administrative Assistant
610-917-9400
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...
Dave Gulati
Associate/Insurance Agent
610-917-9400
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...
James Hower*
Managing Partner
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...
Laura Fazzini
Life Insurance Agent
610-917-9400
Prior to Premier Planning Group, Laura interned at Northwestern Mutual in King of Prussia and Tax Favored Benefits in Kansas City...
Lynna Grandas
Administrative Assistant
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...
Mark Greim, CFP®
Director of Wealth Management
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...
Rosie Cossentino
Office Manager
(610) 917-9400
rcossentino@premierplanning.net
Taylor Saul
Administrative Assistant
6109179400
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...
Valley Forge Support Staff
Mark Greim, CFP®
Director of Wealth Management
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...
Lynna Grandas
Administrative Assistant
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...
Anthony (Tony) G. Butz*
Managing Partner
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...
Cheryl Davis
Administrative Assistant
610-917-9400
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...
David J. Fazzini*
Founding Partner
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 G. Heitker*
Managing Partner
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,...
Frank S. Hennessey, AIF®, ChFC®*
Founding Partner
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...
Dave Gulati
Associate/Insurance Agent
610-917-9400
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...
James Hower*
Managing Partner
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...
Joseph F. Bell, Jr.*
Managing Partner
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...
Laura Fazzini
Life Insurance Agent
610-917-9400
Prior to Premier Planning Group, Laura interned at Northwestern Mutual in King of Prussia and Tax Favored Benefits in Kansas City...
Michael C. Polin*
Managing Partner
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...
Rosie Cossentino
Office Manager
(610) 917-9400
rcossentino@premierplanning.net
Shawn Chadwell, CFP®*
Junior Partner
513-621-6032
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...
Taylor Saul
Administrative Assistant
6109179400
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...
Tom Jaracz, CFP®*
Junior Partner
513-621-6032
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...