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Your Future Your Finances – TV

Here is the October episode of Your Future Your...

Advisors

Melinda Boyd, Financial Advisor
William Cannon, AIF®, Director of Retirement Plan Services
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™
Neal W. Seagle, MBA, Family Wealth Advisor
Joseph B. Silverman, JD*, MBA, CLU®, Insurance Agent
Peter B. Smith, Family Wealth Advisor
Jonathan L. Wienecke, CFP®, CERTIFIED FINANCIAL PLANNER™
Future Advisor, Future Wealth Advisor
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Melinda Boyd

Melinda Boyd

Financial Advisor

As a Financial Advisor with Planning Solutions Group, Melinda is focused on financial planning and providing financial clarity for individuals, multi-generational families, and retirees. She works closely with clients to best utilize their wealth and meet their lifetime and legacy goals.

Melinda has been in the financial services industry since 2007 supporting both institutional and individual clients. Prior to joining PSG, she held the role of marketing and business development at Credo Capital Management working with high net-worth individuals, pension plans, foundations, and endowments. Melinda started her career in financial services in a client servicing role at Advanced Investment Partners, an investment management boutique focusing on U.S. equity strategies for both institutional and private clients.

Melinda graduated from the University of Delaware in 2005 with a double major in Marketing and Management and holds her Series 7, 65, and Life and Health insurance licenses. She resides in Carroll County with her husband and sons.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6011 • Toll Free 888.740.3501 • Fax 301.543.6030

William Cannon

William Cannon

Director of Retirement Plan Services

Bill joined Planning Solutions Group in June 2018 as Director of Retirement Plan Services. He has over 25 years of experience in the qualified plan business and financial services industry. Bill is responsible for the service and retention of our 401(k) and 403(b) clients as well as the growth of our employer sponsored retirement plan business.

Prior to joining Planning Solutions Group, Bill was the Director of Retirement Plan Services at Glass Jacobson Financial Group in Owings Mills, MD. He has worked with clients directly in various roles including relationship management, service and sales. Bill has experience in all aspects of retirement plans including plan design consulting, administration, employee education and investment management.

Bill is a graduate of the University of Maryland, an Investment Advisor Representative, and holds the Accredited Investment Fiduciary (AIF®) designation. He lives in Severna Park, MD with his wife and daughter.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6022 • Toll Free 888.740.3501 • Fax 301.543.6030

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 fourth time, as a 2018 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 fifth 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 Hewitt joined Planning Solutions Group as a Financial Advisor in November 2017. He specializes in comprehensive financial planning for individuals and families and will be assisting the partners with their client planning needs. Additionally, he works with business owners and their employees regarding the design, evaluation, and management of qualified retirement plans.

He is passionate about helping companies and families recognize the benefits that long-term holistic planning provides, and works to ensure that clients are prepared for life’s planned and unplanned events. His objective is to help clients optimize all aspects of their financial life.

Prior to joining Planning Solutions Group, Bobby worked with high net worth individuals, businesses, corporate executives of Fortune 1000 companies, and qualified retirement plans.

Bobby received his Bachelor’s degree in Economics from Washington College in Chestertown, MD. He holds the prestigious CFP® designation, FINRA Series 7, 63, 65, and life and health insurance licenses.

He resides in Ellicott City, MD with his wife Emily, daughter Mackenzie, and dog Louie. Bobby enjoys spending time with family and friends, is an avid concertgoer, and outdoorsman. He has also served as an ambassador for the Juvenile Diabetes Research Foundation to support young Type 1 diabetics and their families.

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 is a four time Five Star Wealth Manager, as seen in Baltimore Magazine. 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

Neal W. Seagle, MBA

Neal W. Seagle, MBA

Family Wealth Advisor

Currently a Financial Planner with Planning Solutions Group, Neal has over 24 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 and wealth management. He works closely with local attorneys and accountants in support of the financial and estate planning services they provide to their clients.  For more than 7 years, Neal has been an instructor teaching semi-annual retirement planning seminars at Montgomery College.

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. Neal’s years of investment experience were recognized when he was named a 2018 Five Star Wealth Manager, for a fifth consecutive time, 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, CLU®

Joseph B. Silverman, JD*, MBA, 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, his MBA degree from Loyola University Maryland, 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 served on the Board of the Trustees for the Chase Home in Historic Annapolis on the Endowment Committee for 18 years.  Peter is a 2018 Five Star Wealth Manager Winner, as seen in Baltimore Magazine.

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

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. Check out our opportunities.

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

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Planning Solutions Group, LLC