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
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed,...
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...
Bonnie Kidd (CRD# 4864011) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Sparrows Point, MD and has over 13 years of experience in the finance industry.
Shaun Eddy (CRD# 1983133) is the owner and an Investment Advisor Representative at Oxford Planning Group LLC in Woodstock, MD and has over 24 years of experience in the finance industry.
Shaun has always had a strong desire to help clients define and reach thier unique financial goals and says "When clients realize that with proper planning, many goals are possible, it's incredibly rewarding".
Always looking for opportunities to enhance his qualifications and skills, Shaun graduated from the University of Maryland and is a CERTIFIED FINANCIAL PLANNERTM practitioner through the College for...
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...
Theodore Kuczarski (CRD# 5262431) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baltimore, MD and has over 9years of experience in the finance industry.
Roger Shorr (CRD# 2019423) is an Investment Advisor Representative working at Lpl Financial LLC in Towson, MD and has over 24 years of experience in the finance industry. Roger Shorr 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.
Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and...