Over the past 30 years, Premier Planning Group has grown from its founding vision into a partnership of five dedicated partners who continue to build upon the firm’s core principles of integrity, personalized service, and long-term client relationships. Patrick J. Kenney began his career in public accounting, earning his CPA® designation before transitioning into the financial services industry. Now in his 31st year of leading his financial professional practice, Patrick has extensive experience assisting individuals and businesses with a wide range of financial matters and has earned a strong reputation for his expertise in tax-advantaged investment planning. 

As a Managing Partner, Patrick established Premier Planning Group’s Toledo office and assembled a trusted team of experienced professionals with whom he worked with for numerous years. That team includes Chris Fox (since 1996), Thomas Geissler (since 2005), Michael McCarthy (since 2014) and, most recently, Arian Hayes, James Brown, and Isabelle Szenderski. Together, they bring decades of combined financial experience and remain committed to providing every client with personalized guidance, dedicated service, and comprehensive financial planning solutions tailored to their unique goals. 

The Toledo office is also proud to administer a 401(k) plan designed exclusively for employees of the City of Toledo. Today, the plan serves approximately 1,300 participants, the plan reflects our commitment to supporting the community by helping build financial security and prepare for a successful retirement. 

As a firm, Premier Planning Group continues to expand and diversify its financial planning strategies to better serve every client and business partner who places their trust in us. We are committed to building lasting relationships, delivering on our promises, and providing the knowledge, service, and professional attention our clients deserve. Every member of our team shares a common goal: helping clients make informed financial decisions with confidence while