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About PSG

Handling Market Volatility

No doubt 2016 was again a very strange year for...
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Team Members

William F. Bruns, III, Chief Operating Officer
Jon Giordani, CFA, Chief Investment Officer
Lauren Gretchen, Chief Compliance Officer
Melinda Boyd, Client Relationship Manager
Alexander Cochran, Investment Analyst
Heather L. Donhauser, Senior Investment Analyst
Sandra Hildebrand, Investment Operations Specialist
Zulpikar Iskander, Investment Analyst
Carolyn Jones, Operations Support
Maria May, Marketing Assistant
Kathleen Nolan, Client Relationship Manager
Michelle Pence, Office Facilitator
Laura Sokolowski, Investment Operations Specialist
Mandy Stotler, Client Relationship Manager
Malinda Russell, Client Relationship Manager
Future Team Member, Team Member

William F. Bruns, III

William F. Bruns, III

Chief Operating Officer

Bill has over 15 years experience in the financial services industry. As Chief Operating Officer for Planning Solutions Group, Bill is responsible for business development and implementation, in addition to human resources and special projects. Prior to joining the group, Bill was the Operations Manager and Director of Client Services for WMS Partners in Towson, MD. During his time at WMS, he worked exclusively with high net worth individuals and assisted the partners in helping these clients achieve their lifetime goals. As Operations Manager, Bill also provided assistance with its financials, compliance and human resources. Bill graduated from Towson University where he majored in business administration. He lives with his wife and two boys in Towson, MD.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6006 • Toll Free 888.740.3501 • Fax 301.543.6030

Jon Giordani, CFA

Jon Giordani, CFA

Chief Investment Officer

As Chief Investment Officer for Planning Solutions Group, Jon provides innovative investment planning strategies to our clients. He has over 20 years of experience in the investment management industry. Prior to joining Planning Solutions Group, Jon worked in the institutional market place. He provided investment advice to a client base consisting of large asset management and mutual fund companies, state retirement funds and hedge funds. His experience in the institutional market included Vice President of Institutional Sales for Deutsche Bank in Baltimore and Chicago. Prior to this, Jon worked as a research analyst for Croft-Leominster, an investment advisory firm in Baltimore. His focus was analyzing and recommending securities for inclusion in client portfolios. Jon is a Chartered Financial Analyst (CFA) charterholder. He has been recognized as a Five Star Wealth Manager, featured in Baltimore Magazine. He is also NASD Series 7 and 63 registered. Jon graduated from the Johns Hopkins University where he majored in economics. He lives in Towson, MD with his wife & two sons.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6000 • Toll Free 888.740.3501 • Fax 301.543.6030

Lauren Gretchen

Lauren Gretchen

Chief Compliance Officer

Lauren is the Chief Compliance Officer whose primary responsibility is to ensure the firm’s continued compliance with FINRA and SEC regulations, and to foster a cooperative approach with the team at Planning Solutions Group.

Lauren started her career in the financial services industry in 1995. Prior to joining PSG, she ran her own insurance and investment advisory practice for 6 years. She was also previously the Business Operations Manager for Lincoln Financial Advisors/Sagemark Consulting in Vienna, Virginia where she oversaw the compliance, investment operations, and human resources departments.

Lauren holds her FINRA Series 7, 24, and 66 in addition to her Life & Health insurance license. Lauren obtained her B.S. from Miami University, in Oxford Ohio and her MBA in International Management from University of Phoenix. She lives in Ellicott City with her husband and daughter.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Maple Lawn, MD 20759
Phone 301.543.6009 • Toll Free 888.740.3501 • Fax 301.543.6030

Melinda Boyd

Melinda Boyd

Client Relationship Manager

Melinda joined Planning Solutions Group in September 2013 as Client Relationship Manager to Robert Carson. She is focused on providing exceptional client service and assisting Robert with client interaction and sales.

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 Associate at Credo Capital Management, an institutional investment advisory firm. Melinda started her career in financial services as a Client Service Associate 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 son.

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

Alexander Cochran

Alexander Cochran

Investment Analyst

Alexander started as an Investment Analyst at Planning Solutions Group in June 2013 after graduating from college. His role as an Investment Analyst involves researching and monitoring our recommended investments with a focus in domestic equities, preparing client investment reviews and designing investment proposals for prospective and existing clients. Alexander is FINRA Series 7 & 66 registered and is a CFA Level 1 candidate. He graduated from Grove City College with a Bachelor of Science in Finance. During college, he worked as an investment intern with PSG for two years.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6038 • Toll Free 888.740.3501 • Fax 301.543.6030

Heather L. Donhauser

Heather L. Donhauser

Senior Investment Analyst

As Investment Analyst, Heather provides comprehensive support for the investment planning process. Her primary duties include; preparing and implementing client investment reviews, designing investment proposals for prospective and existing clients, and helping to select and monitor our recommended investments. Heather received her Masters of Science in Finance from Loyola University Maryland in December 2010. She has worked at Planning Solutions Group since 2007. Prior to this position, Heather graduated with Honors from McDaniel College in May 2007 with a double major in Business Administration and Economics. She holds her Series 7 and 66 registrations.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6010 • Toll Free 888.740.3501 • Fax 301.543.6030

Sandra Hildebrand

Sandra Hildebrand

Investment Operations Specialist

Sandra joined the PSG team in November 2013 as an Investment Operations Specialist. Her role involves assisting the Investment Service Team by implementing approaches that will improve processes. She also provides support of all operational functions. Sandra has been a professional in the financial services industry for over 20 years and holds her FINRA Series 7.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6031 • Toll Free 888.740.3501 • Fax 301.543.6030

Zulpikar Iskander

Zulpikar Iskander

Investment Analyst

Zulpikar joined Planning Solutions Group in August 2013 as an Investment Service Coordinator. He graduated from University of Maryland’s Robert H. Smith School of Business with a Bachelor of Science in Accounting. Zulpikar holds his Life and Health Insurance license and is currently studying for the Series 7 and CFA exams.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6032 • Toll Free 888.740.3501 • Fax 301.543.6030

Carolyn Jones

Carolyn Jones

Operations/ Accounting Administrator

Carolyn joined the team at PSG in October 2013 in the position of Operations Support. Her primary role is to assist the Chief Operating Officer with the internal financial records and special projects. Prior to PSG, Carolyn was working in the Entertainment Industry on the production side of the business with over 15 years of accounting and operations experience. In 2004 Carolyn decided to challenge her background by opening an Art Gallery in Chester, NJ. This led her to creating the Black River Music & Art Festival in Chester NJ from 2006 to 2009 with an attendance of 6000 people. Carolyn moved back to Maryland in 2010 and lives with her husband and stepson.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6025 • Toll Free 888.740.3501 • Fax 301.543.6030

Maria May

Maria May

Marketing Assistant

Maria is the Marketing Assistant for Planning Solutions Group; she works closely with the Client Services department and assists with all aspects of marketing for PSG. Maria started her career in Event Management & Marketing, spent some time in non-profits, and then enjoyed eight years in the Banking industry. After leaving the banking industry, Maria took time to stay home full-time with her three children, joining the PSG team part-time in March 2010. Maria earned her Bachelors of Science in Math and Economics from SUNY Oswego.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6014 • Toll Free 888.740.3501 • Fax 301.543.6030

Kathleen Nolan

Kathleen Nolan

Client Relationship Manager

Kathleen joined Planning Solutions Group in December 2013 as Client Relationship Manager to
Tim Kvech. She is focused on assisting Tim with client interaction, sales and providing exceptional client service.

Kathleen has been in the financial services industry since 1997 supporting both institutional and individual clients. Prior to joining PSG, she held the role of Operations/Administrative Manager at RiverBay Investment Group, LLC. a small independent investment practive affiliated with Wells Fargo Advisors Financial Network. Kathleen started her career in financial services as a Sales Assistance at UBS, formerly PaineWebber.

Kathleen graduated from University of Maryland University College in 1995 with a Bachelor of Science in Business Administration with an emphasis in Marketing. Kathleen holds her series 7, 63 and 66 licenses. She resides in Montgomery County with her two dogs, husband and youngest son.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6039 • Toll Free 888.740.3501 • Fax 301.543.6030

Michelle Pence

Michelle Pence

Office Facilitator

Michelle joined the Planning Solutions Group team in February 2016 as an Office Facilitator.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6000 • Toll Free 888.740.3501 • Fax 301.543.6030

Laura Sokolowski

Laura Sokolowski

Investment Operations Specialist

As an Investment Operations Specialist, Laura works closely with our Planners and CRMs to ensure timely and accurate implementation of client accounts and services. She takes pride in providing exceptional service. Prior to joining Planning Solutions Group, in October 2015, Laura spent more than 10 years in the banking industry working closely with customers and managing employees. Laura has an Associates of Applied Science in Accounting. She resides in Sykesville with her family.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6037 • Toll Free 888.740.3501 • Fax 301.543.6030

Mandy Stotler

Mandy Stotler

Client Relationship Manager

As a Client Relationship Manager, Mandy supports planners Scott Gomsak, Neal Seagle, and Jon Wienecke in all aspects of their business, including client interaction, sales and providing exceptional client service.

Mandy joined Planning Solutions Group after more than a decade with First National Bank. She resides with her family in Ellicott City, Maryland.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6007 • Toll Free 888.740.3501 • Fax 301.543.6030

Malinda Russell

Malinda Russell

Client Relationship Manager

Malinda joined PSG as an Intern in May 2014 working to support Operations and the Client Relationship Managers. In May 2015 Malinda became a full-time employee and now supports Don Hannahs as his assistant. She is focused on providing outstanding client service to Don’s clients while supporting his sales and marketing efforts.

Prior to joining PSG, Malinda worked for several years in the food service industry for Baltimore based high-end dining establishments. Malinda received her Bachelors degree in Finance and her Masters in Business Adminstration from Towson University. She holds her Life and Health license and is currently studying for the Series 7 exam. Malinda is married and lives in Towson, MD.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6020 • Toll Free 888.740.3501 • Fax 301.543.6030

Future Team Member

Future Team Member

Team Member

If you are interested in joining the team at Planning Solutions Group, please contact us.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.60XX • 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