Associates

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,...

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 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 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...

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 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 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 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, 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 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, 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...

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...

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...

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...

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...

Renee joined Premier Planning Group in January 2024.  She studied Office Administration and her background includes project management, finance, and education administration.  Renee assists with client relationship...

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 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 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...

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...

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 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, 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...

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...

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...

Renee joined Premier Planning Group in January 2024.  She studied Office Administration and her background includes project management, finance, and education administration.  Renee assists with client relationship...

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...

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 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...

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 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 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 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, 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 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, 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...

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...

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

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...

Renee joined Premier Planning Group in January 2024.  She studied Office Administration and her background includes project management, finance, and education administration.  Renee assists with client relationship...

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 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 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...