Preferred Planning Associates Employee Directory

Preferred Planning Associates corporate office is located in 263 Regency Ridge Dr, Centerville, Ohio, 45459, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Operations

Key Employees of Preferred Planning Associates

HB
Heidi Bringhur...
Senior Administrative Manager
PhoneEmail
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Preferred Planning Associates Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Preferred Planning Associates

Hundreds of professionals searching for Preferred Planning Associates have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LD
Linda Dorminey
Email Direct
Independent Agent
United States , Ohio , Centerville

GF
Gary Forry
Email Direct
Financial Advisor
United States , Ohio , Centerville

MT
Monica Thomas
Email Direct
Financial Advisor
United States , Ohio , Centerville

DK
David Karikas
Email Direct
Financial Advisor
United States , Ohio , Centerville

HB
Heidi Bringhurst
Email Direct
Senior Administrative Manager
United States , Ohio , Centerville

SL
Sheri Latimer
Email Direct
Financial Advisor
United States , Ohio , Centerville

AV
Andrew Van Erp
Email Direct
Financial Advisor
United States , Ohio , Centerville

PN
Paul Nenni
Email Direct
Financial Advisor
United States , Ohio , Centerville

Former Employees at Preferred Planning Associates

Explore people who held key positions, contributed to Preferred Planning Associates's success, and advanced their careers.

AV
Andrew Van
Benefit Counselor at Lincoln Financial
Worked as Financial Helping People Plan, Invest & Manage...
at Preferred Planning Associates
Email Direct

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Frequently Asked Questions Regarding Preferred Planning Associates Employees

How many employees does Preferred Planning Associates have?

Preferred Planning Associates has 1-10 employees

Who are Preferred Planning Associates key employees?

Some of Preferred Planning Associates key employees are Heidi Bringhurst

Where is Preferred Planning Associates located?

Preferred Planning Associates’s headquarters are located at 263 Regency Ridge Dr, Centerville, Ohio, 45459, United States

How do I contact Preferred Planning Associates?

Preferred Planning Associates Contact Info: Phone number: (937) 610-5595 Website: www.ppaohio.com

What does Preferred Planning Associates do?

Preferred Planning Associates (PPA) is an independent and full-service team of financial planners based in Centerville, OH, dedicated to providing unbiased and objective financial advice. Their mission is to empower clients with financial knowledge and help them achieve their investment goals through personalized strategies. The firm emphasizes int... Read More

Is Preferred Planning Associates a public company?

Preferred Planning Associates is private company therefore does not currently have an official ticker symbol

See more information about Preferred Planning Associates Employees