Our Advisors

Brion Harris

Managing Partner

Brion Harris is a Founder and Managing Partner of Premier Planning Group.  Brion has been a successful financial professional for nearly 20 years and has helped grow Premier Planning Group to be the successful company it is today.  Brion works with individuals and business owners specializing in wealth preservation and retirement distribution strategies.  While most advisors choose to compete based on products, plans and performance, Brion and his staff have organized his practice to compete based on knowledge, relationship and world class service.  Prior to founding PPG, Brion worked with the prestigious consulting firm McKinsey and Company in Washington, D.C. and Moscow.

Because of his boundless energy, Brion does find time for activities and interests outside of running his practice.  He enjoys skiing, wine, hiking, being outdoors and is actively involved with his family and kids.  Originally from IL, Brion now lives in Annapolis with his wife, Elizabeth, daughters Addison and Scarlett, and son, Jay.

Stephen Holt

Partner

Stephen Holt is a recent partner with Premier Planning Group, joining the PPG team in November of 2007. Along with working to build his own book of business, Stephen works closely with Brion in assisting new and current clients that require the detailed response and financial guidance of a licensed investment advisor representative.

Stephen is a graduate from the Business School of Finance at Southern Illinois University in Carbondale, Illinois. As a full-time student at SIUC, he also helped run and manage his family owned Automotive and Tire Center, was the Director of Operations for the local Jr. Sports Baseball & Softball summer league, and could be heard over the loudspeaker announcing collegiate and high school athletic events. He currently resides in the small community of West Annapolis. In his spare time, he can be found relaxing and enjoying all that Annapolis and Maryland have to offer. He is an avid fisherman, hunter, golfer, and food & beverage aficionado.

Jason LaBarge

Partner

Jason LaBarge is a Partner of Premier Planning Group focusing on helping his clients  create the kind of retirement that they have dreamed about. Jason has been in Financial Services for over 10 years working in a variety of different capacities ranging from the Corporate Office of a large financial services company to a Brokerage Firm offering a full variety of financial products and services.  Today he works with individuals and business owners specializing in wealth preservation and retirement distribution strategies.  He aspires to provide the kind of retirement each of his clients are seeking and provides a holistic approach using Social Security, pensions, and personal savings to achieve each clients’ goals.

In Jason’s spare time he enjoys spending time with his wife Lacey and two sons Isaac and Xavier.  He is an avid sports fan and rare book collector.  He is very involved in the community donating his time to the Church and serving as Treasurer for a local non-profit.

Aaron Cirksena

Partner and Associate Wealth Advisor to Brion Harris

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. As a fully registered investment advisor representative, Aaron assists with planning solutions for many of Brion’s new and existing clients in addition to his own. 

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 College Park with a degree in economics. After spending his entire life in Maryland, Aaron decided to indulge in an adventure and moved to Honolulu, HI for a year to work in the insurance industry. After realizing the grass is not always greener on the other side, he decided it was time to return home to be closer to his family and focus on his career in finance. If Aaron is not in the office helping clients he can be found on the golf course, spending quality time with family, or simply relaxing having a beer with friends in the Federal Hill area of Baltimore. 

Patrick Wilbert

Partner

Patrick Wilbert is a recent partner with Premier Planning Group, joining the PPG team in October of 2015.  Patrick serves as PPG’s resident insurance specialist.  He has professionally reviewed policies for over 7 years primarily for estate planning attorneys acting as trustees, doctors, small business owners, and high net worth individuals.  Patrick ensures clients understand the life insurance they have and what it’s projected to do in the future as well as options they have within their current policy.  He also conducts a marketplace comparison to determine if policies available in the current marketplace could yield more death benefit for the same dollar taking advantage of today’s lower costs of insurance. Patrick also has an abundance of knowledge when it comes to long term care insurance options as there are many options other than just traditional long term care insurance as a sole solution.

Patrick obtained his Bachelors in Business Administration from the University of Maryland in 2003.  He grew up in Silver Spring, MD but 10 years ago moved to Columbia, MD and has resided there ever since with his wife and two children, Coleen and Paxton.  In his spare time Patrick enjoys spending time with his wife and kids outdoors and taking weekend trips to Rehoboth Beach, DE.

Shar Gogerdchi, CFP®

Partner

With over 12 years of experience, Shars commitment to Financial Planning is evident in his passion for delivering high level personal service and customized client solutions. Prior to joining Premier Planning Group in April of 2016, Shar spent nearly four years in public service, working to enforce and uphold the standards for the CFP Board, a non-profit organization headquartered in Washington D.C. that acts in the public interest by fostering the highest professional standards in personal financial planning.


Shar helps individual clients and small business owners achieve their financial goals. Whether those goals involve investment management, insurance planning, retirement income, education funding, debt management or estate planning, Shars expertise as a CERTIFIED FINANCIAL PLANNER* makes him uniquely qualified to help clients navigate all of lifes financial decisions. Shar is also a highly regarded leader for the financial planning profession, serving as an Ethics instructor for continuing education courses offered to CFP® professionals all across the country.  


Shar grew up in Annapolis and is a University of Maryland alumnus with a degree in Economics. Shar and his wife, Donna, returned to Annapolis a few years ago to raise their two young kids, Eilah and Donnie. Shar is actively involved in his local community, serving as a volunteer officer for the Annapolis Toastmasters club and as a speech coach for local youth groups. Shar loves to spend time in the great outdoors, regularly taking the family hiking, mountain biking or hitting the slopes in the winter. 

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.