Premier Planning Group Employee Directory

Premier Planning Group corporate office is located in 1260 Valley Forge Rd Ste 107, Phoenixville, Pennsylvania, 19460, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Marketing

Legal

Premier Planning Group CEO

Brion HarrisChief Executive Officer & Founder

Phone

See Profile

Key Employees of Premier Planning Group

PK
Patrick Kenney
Group Managing Premier Planning Partner
PhoneEmail
TW
Tom Williams
Vice President, Sales
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Premier Planning Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Premier Planning Group

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

Contact Name

Contact Info

Job Title

HQ Location

MG
Mark Greim
Email Direct
Director, Wealth Management
United States , Pennsylvania , Phoenixville

NG
Nathan Goodwin
Email Direct
Director, Enterprise Operations
United States , Pennsylvania , Phoenixville

FH
Frank Heitker
Email Direct
Partner
United States , Pennsylvania , Phoenixville

DF
David Fazzini
Email Direct
Owner
United States , Pennsylvania , Phoenixville

SC
Shawn Chadwell
Email Direct
Junior Partner
United States , Pennsylvania , Phoenixville

JP
Jennifer Posdziech
Email Direct
Business Head
United States , Pennsylvania , Phoenixville

CD
Cheryl Davis
Email Direct
Administrative Assistant
United States , Pennsylvania , Phoenixville

TS
Taylor Saul
Email Direct
Administrative Assistant
United States , Pennsylvania , Phoenixville

TJ
Thomas Jaracz
Email Direct
Advisor
United States , Pennsylvania , Phoenixville

RD
Rocco DiRico
Email Direct
Advisor Service Associate
United States , Pennsylvania , Phoenixville

LG
Lynna Grandas
Email Direct
Manager, Operations
United States , Pennsylvania , Phoenixville

AH
Arian Hayes
Email Direct
Client Relations Specialist
United States , Pennsylvania , Phoenixville

CF
Christine Fox
Email Direct
Executive Assistant To Patrick J. Kenney
United States , Pennsylvania , Phoenixville

MM
Michael McCarthy
Email Direct
Advisor
United States , Pennsylvania , Phoenixville

LF
Laura Fazzini
Email Direct
Financial Services Professional
United States , Pennsylvania , Phoenixville

ZH
Zachary Halvonik
Email Direct
Financial Planner
United States , Pennsylvania , Phoenixville

MP
Michael Polin
Email Direct
Partner
United States , Pennsylvania , Phoenixville

DG
Dave Gulati
Email Direct
Financial Professional
United States , Pennsylvania , Phoenixville

FH
Francis Hennessey
Email Direct
Partner
United States , Pennsylvania , Phoenixville

BH
Brion Harris
Email Direct
Chief Executive Officer & Founder
United States , Pennsylvania , Phoenixville

CW
Charlotte Wall
Email Direct
Financial Advisor & Manager, Wealth
United States , Pennsylvania , Phoenixville

JK
Joel Kubala
Email Direct
Director, Financial Planning & Office Management
United States , Pennsylvania , Phoenixville

VT
Vladimir Trkulja
Email Direct
Financial & Estate Planner
United States , Pennsylvania , Phoenixville

PK
Patrick Kenney
Email Direct
Group Managing Premier Planning Partner
United States , Pennsylvania , Phoenixville

MW
Mike Weckenbrock
Email Direct
Financial Planner & Attorney
United States , Pennsylvania , Phoenixville

123

Former Employees at Premier Planning Group

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

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at Premier Planning Group (2019-2021)

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Director, Business Dev... at Premier Planning Group

Worked as Executive Assistant

at Premier Planning Group

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Chief Operating Office... at Munninghoff, Lange

Worked as Director, Operations & Associate Advisor

at Premier Planning Group (2021-2025)

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Frequently Asked Questions Regarding Premier Planning Group Employees

How many employees does Premier Planning Group have?

Premier Planning Group has 11-50 employees

Who is the CEO of Premier Planning Group?

Premier Planning Group’s CEO is Brion Harris

Who are Premier Planning Group key employees?

Some of Premier Planning Group key employees are Patrick Kenney, Tom Williams

Where is Premier Planning Group located?

Premier Planning Group’s headquarters are located at 1260 Valley Forge Rd Ste 107, Phoenixville, Pennsylvania, 19460, United States

How do I contact Premier Planning Group?

Premier Planning Group Contact Info: Phone number: (610) 917-9600 Website: www.premierplanning.net

What does Premier Planning Group do?

Premier Planning Group is a financial services firm based in Phoenixville, PA, specializing in wealth management, financial planning, and investment advisory services. They cater to successful individuals, retirees, and business owners, offering customized financial strategies to help clients achieve their financial and lifestyle goals. Their servi... Read More

Is Premier Planning Group a public company?

Premier Planning Group is private company therefore does not currently have an official ticker symbol

See more information about Premier Planning Group Employees