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
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...
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
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...
Tenured investment professional proficient in portfolio management, asset allocation, and individual stock and bond selection. Skilled in providing investment counsel for both high net worth and institutional clients.
From a financial planning standpoint, I assist clients with retirement and social security planning, education planning and charitable giving options. I partner with clients to have their estate planning and tax needs addressed.
My experience working for a large institutional firm as well as in the RIA space have given me a broad perspective and insight on investing for my...
David Dansby (CRD# 3123835) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 16 years of experience in the finance industry. David has taken additional exams to become a Certified Financial Planner (CFP®).
Mitchell Goldstein (CRD# 2963346) is an Investment Advisor Representative working at Kalorama Wealth Strategies, LLC in Washington, DC and has over 20 years of experience in the finance industry. Mitchell Goldstein 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 and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeff joined the Group AG at Merrill Lynch in 2010 after graduating from the University of Tennessee in 2009 with a bachelor's degree in economics. He and his team focus on creating customized financial strategies for individual clients and their families. Using sophisticated techniques, he develops investment recommendations designed to assist you build, preserve and ultimately distribute your wealth. He prides himself on his ability to listen and interpret your financial goals while leveraging the vast resources of Merrill Lynch to provide a wide range of possible strategies.
Jeff is a CERTIFIED...