Planning Solutions Group (PSG) focuses on providing clients with outstanding performance while helping them exceed their financial goals. Thus, we are pleased to announce that ten of our financial planners were presented with the Five Star Wealth Manager Award for 2016, acknowledging the quality services they have provided for their clients.
The following members of PSG were recognized with the 2016 Five Star Wealth Manager Award in Baltimore Magazine:
Joe Breslin, CFP®, CRPC®, Family Wealth Advisor ▪ Three-time winner
Donald S. Hannahs, CFP®, Partner ▪ Four-time winner
Chris Dionot, JD*, Family Wealth Advisor (*Licensed, not practicing), Two-time winner
Chris Thomas, CFP®, AIF®, Family Wealth Advisor/Director Corporate Retirement Plans, Two-time winner
Jon Giordani, Chief Investment Officer
Robert H. Carson, MBA, Managing Partner ▪Four-time winner
Scott M. Gomsak, MBA, Family Wealth Advisor ▪ Three-time winner
Timothy J. Kvech, CMFC, Partner ▪ Five-time winner
Neal W. Seagle, MBA, Family Wealth Advisor ▪ Three-time winner
Jonathan L. Wienecke, CFP®, Family Wealth Advisor ▪ Four-time winner
Brian Kuhn, CFP®, CLU®, CLTC, CERTIFIED FINANCIAL PLANNERTM, Two-time winner
The professional financial planners at Planning Solutions Group are able to provide creative, “one of a kind solutions.” That’s why we can say, with confidence, that Planning Solutions Group is the partner of choice for high quality, fee-based financial plans, estate, retirement, business succession, and investment planning solutions.
To see the award and determination; please visit: