Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Brian serves as the manager of a division within Planning Solutions Group; a Fulton MD hybrid RIA with over $500 million in assets under management. The division he manages, called PSG Clarity, is a unique planning team that focuses on affordable & efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian & his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity,...
At Premier Planning Group our mantra is Four Seasons experience with FedEx efficiency. Find out why our clients have entrusted us with over $350 million dollars worth of their retirement savings.
Aaron Cirksena is a new partner, having joined Brion Harris and his team at Premier Planning Group in August of 2015. Prior to joining Premier Aaron worked as an advisor with Morgan Stanley Wealth Management in the downtown Baltimore area.
Aaron was born and raised right here in the Annapolis area. He attended Severn High School in Severna Park and later graduated from the University of Maryland...
James Kantowski (Jim) (CRD# 4417452) is an Investment Advisor Representative working at JSK Financial Services, LLC in Annapolis, MD. He has over 20 years of experience being both a CFP and CPA. He takes a fiduciary oath; he is not a brokerage firm. This means he puts your needs first and is committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost.
Jim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates...
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC)...
Christophe Dionot (CRD# 5506009) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 7 years of experience in the finance industry.
As the owner of Chesapeake Investment Planning, Todd Wilhoit provides his individual and business clients with quality, personal and professional financial planning advice, investment management, and insurance planning services. Todd has worked in the finance industry for more than 16 years and is passionate about helping individuals develop a pathway to financial independence now and for the future. Todd is a Certified Retirement Planning Counselor as well as a graduate of Eastern Kentucky University where he obtained a Bachelor of Science degree in Finance. He resides in Stevensville, Maryland...
Ronald Flohr (CRD# 4449737) is an Investment Advisor Representative working at Lpl Financial LLC in Easton, MD and has over 15 years of experience in the finance industry.