Planning Solutions Group is proud to announce that we have nine planners who are recipients of the 2018 Five Star Wealth Manager Award, as seen in the February issue of Baltimore Magazine. We have several multi-year recipients, but also two advisors who are receiving the award for the first time! The Five Star Wealth Manager award recognizes professionals in the financial services industry who are committed to excellence. Congratulations to our Advisors who are always Exceeding Expectations in Wealth Management!
Our 2018 winners are:
Timothy J. Kvech, CMFC, Partner (Seven-time winner)
Robert H. Carson, MBA, Managing Partner (Six-time winner)
Donald S. Hannahs, CFP®, Founding Partner (Six-time winner)
Neal W. Seagle , MBA, Family Wealth Advisor (Five-time winner)
Scott M. Gomsak , MBA, Family Wealth Advisor (Five-time winner)
Christophe Dionot , JD*, Family Wealth Advisor (Four-time winner) *Licensed, not practicing
Brian Kuhn, CFP®, CLU®, CLTC (Four-time winner)
Steve Stern , CFP®, Financial Advisor (1st time winner)
Peter Smith, Family Wealth Advisor (1st time winner)
Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria, such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.