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About PSG

Handling Market Volatility

No doubt 2016 was again a very strange year for...
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Advisors

Christophe P. Dionot, JD*, Family Wealth Advisor
Scott M. Gomsak, MBA, Family Wealth Advisor
Robert B. Hewitt, CFP®, Financial Advisor
Jared Knowles, Financial Advisor
Brian Kuhn, CFP®, CLU®, CLTC, CERTIFIED FINANCIAL PLANNER™
Paul Miguel, CFP®, CIMA® Executive Vice President
Neal W. Seagle, MBA, Family Wealth Advisor
Joseph B. Silverman, JD*, MBA, CRPC®, CLU®, Insurance Agent
Peter B. Smith, Family Wealth Advisor
Steve Stern, CFP®, Financial Advisor
Christopher T. Thomas, CFP®, AIF®, Family Wealth Advisor/Director Corporate Retirement Plans
Jonathan L. Wienecke, CFP®, CERTIFIED FINANCIAL PLANNER™
Future Advisor, Future Wealth Advisor
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Christophe P. Dionot, JD*

Christophe P. Dionot, JD*

Family Wealth Advisor

As a Family Wealth Advisor, Chris assists affluent professionals, successful business owners, and their families in helping them achieve financial independence. Chris specializes in providing advanced estate planning strategies, business succession plans, and independent wealth management and retirement advice. Chris joined PSG after a legal career specializing in estate planning and corporate law. Chris is an Instructor with the National Automobile Dealers Association (NADA) Academy and teaches the “Family Succession Planning” session focusing on the dynamics of a family business and the importance of implementing sound estate and business succession planning. Chris has been a guest speaker at the annual NADA Convention, as well as a featured speaker at Dealer Top 20 Group Member meetings and manufacturer annual dealer meetings.

Chris earned his Bachelor’s Degree from Boston College with a double major in Political Science and Philosophy. Chris received his Juris Doctorate from the University of Baltimore School of Law and is a member of the Maryland Bar*. Chris has been recognized, for the third time, as a 2017 Five Star Wealth Manager, as featured in Baltimore Magazine.

Chris lives in Silver Spring, Maryland with his wife, Kristen, and their children, Aidan and Maya.

*Licensed, not practicing.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6017 • Toll Free 888.740.3501 • Fax 301.543.6030

Scott M. Gomsak, MBA

Scott M. Gomsak, MBA

Family Wealth Advisor

Scott has been working in the financial planning industry since 1997. As a Family Wealth Advisor, Scott specializes in providing comprehensive financial planning strategies for individuals, families and business owners. Scott focuses his practice on retirement/investment planning, estate planning and wealth preservation.

Prior to joining PSG in May 2013, Scott spent 4 years as a Financial Advisor with LPL Financial. Prior to that, he had a distinguished 18 year career with Provident Bank of MD as a Branch Manager from 1991-1997, and as a Senior Financial Advisor from 1997-2009, assisting clients in the areas of wealth management, retirement planning, and estate planning.

Scott earned his Bachelor’s degree in Finance from Loyola University Maryland. He received his Masters of Business Administration with a concentration in Finance from the same institution. Scott holds his FINRA Series 6, 7, 65 & 63 registrations as well as his Life and Health license. In addition, Scott is currently completing the required coursework for the Certified Financial Planner (CFP) designation. Scott has been recognized for a fourth year as a Five Star Wealth Manager, as featured in Baltimore Magazine. He lives in Carroll County, Maryland with his wife and 3 sons.

Meet Scott’s Team: Mandy Stotler, Daniel Dupuy, Laura Sokolowski

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6013 • Toll Free 888.740.3501 • Fax 301.543.6030

Robert B. Hewitt, CFP®

Robert B. Hewitt, CFP®

Financial Advisor

Bobby joined Planning Solutions Group in November 2017 as a Financial Advisor.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6036 • Toll Free 888.740.3501 • Fax 301.543.6030

Jared Knowles

Jared Knowles

Financial Advisor

As a Financial Advisor with Planning Solutions Group, Jared works closely with affluent individuals, families, and business owners to strategize, implement, and manage customized solutions that meet their financial planning goals and objectives. As markets are in constant flux, Jared dedicates himself to staying up-to-date on current trends and ideas that will best serve his clients.

Prior to Planning Solutions Group, Jared spent eight years with TD Ameritrade as an Investment Consultant. His role was to work with affluent investors addressing their financial needs. From Estate Planning to Portfolio Management Jared exceeded expectations for his clients. It was during his time at TDA that Jared fell in love with helping clients with tactical wealth management strategies.

Jared has extensive knowledge regarding capital markets, fixed income, preservation of wealth, and options trading. He is a Series 7 and Series 66 holder. He is a graduate of the University of South Florida with a Bachelor degree in Finance.

Jared owns a gym in the Tampa Bay area. HIs wife, Lauren, currently runs the gym and they both enjoy exercising and staying active with their daughter, Maisie.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6034 • Toll Free 888.740.3501 • Fax 301.543.6030

Brian Kuhn, CFP®, CLU®, CLTC

Brian Kuhn, CFP®, CLU®, CLTC

Certified Financial Planner™

Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002.  He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions.  Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome.

He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits”. In 2015 he released “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions” both of which are available on Amazon.com & Kindle.  He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, Credit.com, HuffingtonPost, & Fedsmith.com, among others.  He has appeared in financial planning news articles at What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, on various business radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore.

He is the host of the bi-weekly TV show “Your Future Your Finances” which airs on channel 16 MMC in Montgomery County MD and on YouTube.  Brian currently serves as a board member for the Maryland Financial Planning Association & participates on their PR committee.  He is also a member of the Howard County Estate Planning Council, and MDDC Press Association.  Through involvement in a variety of organizations he regularly speaks in the Maryland area on personal finance.

He is a Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations.  Brian graduated from Towson University with a B.S. in Business Administration & a minor in English.  He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

Visit Brian’s blog at http://psgclarity.com/

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6035 • Toll Free 888.740.3501 • Fax 301.543.6030

Paul Miguel, CFP®, CIMA®

Paul Miguel, CFP®, CIMA®

Executive Vice President

As an Executive Vice President with Planning Solutions Group Paul leads a team of professionals serving affluent clients in the areas of investment, retirement, estate and tax planning. In addition to providing comprehensive planning to his clients, Paul serves as a member of the PSG Investment Policy Committee, where he helps shape firm wide investment policy.

Prior to Planning Solutions Group, Paul served as the Mid-Atlantic Managing Director to a large Registered Investment Advisor. Paul led an experienced team of financial planners and was selected as one of ten executives in the company to be a member of the Investment Policy Committee for his knowledge of wealth and portfolio strategy. Prior to this experience, Paul served as the Southeast Managing Director for another Registered Investment Adviser where he helped lead the Southeast region with the highest net asset growth over a 12-month period, as determined by the firm at the time.

Paul holds the CERTIFIED FINANCIAL PLANNER TM (CFP ®) designation and the internationally accredited CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®) designation, which he completed through the University of Pennsylvania-Wharton Certified Investment Management Analyst executive certification program. Paul graduated with a Bachelor’s degree in Political Science from the University of Richmond and ran track for the University of Richmond in the Atlantic 10 Conference.

In his spare time Paul enjoys watching football, college basketball, and International Soccer and finds time to run, golf and play team sports. Paul also likes keeping up-to-date on domestic politics and visiting small breweries throughout the country.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6005 • Toll Free 888.740.3501 • Fax 301.543.6030

Neal W. Seagle, MBA

Neal W. Seagle, MBA

Family Wealth Advisor

Currently a Financial Planner with Planning Solutions Group, Neal has over 19 years experience in the financial services industry. Formerly the Regional Director of Investments for Sagemark Consulting/Lincoln Financial Advisors, Neal supported over 75 advisors throughout the Mid-Atlantic Region with investment planning case design. Before joining Lincoln Financial Advisors in March 1997, he spent 3 years with CommonWealth Financial Group in Bethesda, MD as an advisory representative learning how to match client needs with progressive planning techniques. Prior to that, he spent 12 years with Caterair International in Bethesda, MD (formerly Marriott In-Flite Services) as an operations controller and financial analyst. Other professional positions included those in Information Systems and Operations Management positions.

As an investment advisor representative, Neal’s personal planning practice has an emphasis on personal financial planning focusing on business succession planning and retirement planning implementation. He works closely with local attorneys and accountants in support of the financial and estate planning services they provide to their clients.

Neal is FINRA series 7 and 65 registered, and is Life and Health Insurance licensed. His undergraduate degree was received from James Madison University and Masters of Business Administration from Loyola College in Baltimore, MD. He is currently studying for the CERTIFIED FINANCIAL PLANNING™ certification. Neal has been recognized for four years as a Five Star Wealth Manager, as featured in Baltimore Magazine.

Having been widowed in 1998, Neal has experienced first hand many facets of the planning and preparedness he recommends. This experience has provided crucial emotional insights into what people experience in such life changing scenarios. He currently resides with his son in Montgomery County, MD.

Meet Neal’s Team: Mandy Stotler, Alexander Cochran, Laura Sokolowski

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6015 • Toll Free 888.740.3501 • Fax 301.543.6030

Joseph B. Silverman, JD*, MBA, CRPC®, CLU®

Joseph B. Silverman, JD*, MBA, CRPC®, CLU®

Insurance Agent

As an experienced Financial Planner for more than 30 years, Joe will now instead focus primarily on meeting his clients’ insurance needs. This will include life insurance for estate planning as well as family insurance needs. Joe will perform audits of existing life insurance, particularly within irrevocable insurance trusts. Joe also has experience with long term care insurance and will evaluate and recommend appropriate plans to cover costly nursing care which is exempted from health insurance or Medicare. Joe will also introduce group long term care insurance plans at employer worksites for benefit of employees.

Joe earned his JD degree from the University of Baltimore, School of Law and his MBA degree from Loyola University Maryland, his Chartered Retirement Planning Counselor degree from the College For Financial Planning, and his Chartered Life Underwriters degree from The American College. Joe was awarded the 2014 Five Star Wealth Manager Award, as featured in Baltimore Magazine.

Joe is located in Southern Nevada and is a member of the Henderson Chamber of Commerce. Joe is also a graduate of the Leadership Henderson Class of 2012.

*Licensed, not practicing
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Cell 410.274.5464 • Toll Free 888.740.3501 • Fax 301.543.6030

Peter B. Smith

Peter B. Smith

Family Wealth Advisor

As a Financial Planner, Peter brings three decades of consumer product industry experience and a high level of customer service to the financial services business. After a successful 25 year sales career at Blistex, Inc. and managing his own planning and investments over that time-period, his vocation is to help guide clients through retirement by managing their cash flow, retirement lifestyle choices, charitable giving goals, and estate planning objectives. If you asked Peter which is the most important service he provides clients, the answer would be to anticipate their risks; personal and financial.

Peter is involved in his local community in Annapolis, MD. He has served on the Vestry and chaired six Stewardship Campaigns at St. Anne’s Church. He currently supports St. Anne’s as the Planned Giving Committee Chairman. Peter also serves on the Planned Giving Task Force for the Episcopal Diocese of Maryland.

He has been active in local Boy Scout units and also serves on the Board of the Trustees for the Chase Home in Historic Annapolis on the Endowment Committee.

Peter and his wife Molly live in Annapolis, MD and are “empy nesters”. Their son, Hunter, graduated from the University of Mary Washington in Fredericksburg, VA and their youngest son, McLean, graduated from Belmont University in Nashville, TN without student loan debt due to prudent planning.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6008 • Toll Free 888.740.3501 • Fax 301.543.6030

Steve Stern, CFP®

Steve Stern, CFP®

Financial Advisor

Steve joined Planning Solutions Group in 2015 and specializes in providing comprehensive financial plans to upper middle-class and high-net worth individuals and families. During his career he has realized that his true passion is for building long-term relationships with clients and helping them through the various financial challenges they may face, such as purchasing a new home, saving for college, planning for retirement and making sure family is protected in the event of a sudden emergency. Steve’s mission is to act as a true advocate for his client’s financial well-being. To achieve this mission, he works with his clients to define their financial, professional and life goals. Once defined he coordinates their various professional relationships with attorneys, CPAs and insurance advisors into a cohesive strategy that is aligned to achieve these goals.

Prior to joining Planning Solutions Group, Steve spent four years as a CERTIFIED FINANCIAL PLANNER™ with Keeney Financial Group in Columbia, MD. He also had the privilege of working for Convergent Wealth Advisors, Legg Mason and NVR, Inc. Steve currently holds the prestigious CFP® designation and has his FINRA series 7, 66 and life and health insurance licenses.

In addition to helping his clients, Steve is passionate about giving back to the community. He currently lives in Eldersburg, MD with his wife Emily, newborn daughter Ryleigh, a rescue dog Berger, and the cat Oreo.  Steve recently graduated from the Young Leadership Council which grooms future leaders in the Baltimore Jewish community and spends his free time volunteering with The Associated, a Jewish Philanthropic organization.  Steve is a board member of the Comprehensive Housing Assistance, Inc. (CHAI) in Baltimore and a committee member of the Planned Giving Roundtable for Young Professionals.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6028• Toll Free 888.740.3501 • Fax 301.543.6030

Christopher T. Thomas, CFP®, AIF®

Christopher T. Thomas, CFP®, AIF®

Family Wealth Advisor and Director Corporate Retirement Plans

As a Family Wealth Advisor, Chris assists select business owners, executives, and affluent families in the areas of estate planning, business succession planning, and wealth management. In addition, Chris serves as the firm’s corporate retirement plan specialist and helps companies recruit, retain and motivate talent by consulting with them on the design, implementation and administration of 401k, defined benefit and executive compensation plans.

Chris has been providing financial planning to families and businesses for 11 years. He recently joined PSG, in September 2013. Prior to joining PSG Chris worked as a Financial Advisor with Signature Financial Partners, LLC. Chris graduated from James Madison University with a degree in Finance and in 2005 completed the Certified Financial Planning program at Georgetown University. Chris holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary (AIF®). In addition he has his FINRA Series 6, 7, 65 & 63 registrations as well as his Life and Health license. Chris was recognized for a third time in 2017, as a Five Star Wealth Manager, as featured in Baltimore Magazine.

Chris currently lives in Woodstock, MD with his wife Jessica and three daughters.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6026 • Toll Free 888.740.3501 • Fax 301.543.6030

Jonathan L. Wienecke, CFP®

Jonathan L. Wienecke, CFP®

CERTIFIED FINANCIAL PLANNER™

Jon is a CERTIFIED FINANCIAL PLANNER™ Practitioner that specializes in providing comprehensive financial and business planning to families, executives and privately-owned businesses.

As a proponent of the fiduciary standard, Jon provides ongoing advice and guidance based on a fundamental understanding of his client’s unique objectives, passions and concerns that will change over time. Known for his attention to detail and creativity, Jon develops and implements planning strategies that allow his client’s to meet their short term needs and long-term objectives. These planning strategies are often multigenerational. Though technically skilled and undeniably thorough in his work, his client’s appreciate his plain-English, no-nonsense approach. This approach is why many accounting firms and banking institutions utilize Jon as a resource to provide planning to their clients as well.

Jon graduated from the Salisbury University Perdue School of Business with a Bachelor of Science degree in Finance. He successfully completed the CFP® certification educational curriculum through The American College. He is a member of the Financial Planning Association of Maryland and the Howard County Estate Planning Council. In 2016, he is being recognized for a fifth time as a Five Star Wealth Manager, as featured in Baltimore Magazine.

Jon resides in Howard County, Maryland. He is an avid outdoorsman, enjoys participating in saltwater fishing tournaments and spending time on Maryland’s easternshore. Additionally, Jon volunteers as treasurer for a Maryland chapter of Ducks Unlimited, which is a nonprofit organization focused on wetlands conservation.

Meet Jon’s Team: Mandy Stotler, Alexander Cochran, Laura Sokolowski

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6021 • Toll Free 888.740.3501 • Fax 301.543.6030

Future Advisor

Future Advisor

Family Wealth Advisor

This could be you!  Contact us if you are interested in being a financial planner for Planning Solutions Group.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6xxx • Toll Free 888.740.3501 • Fax 301.543.6030

Maryland Office
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501

Virginia Office
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501

© 2012–2016
Planning Solutions Group, LLC