Who We Are

Premier Planning Group Team

The real experience of working with a financial services firm is the experience of working with its people. We take pride in our work at Premier Planning Group with the intention of taking care of the Annapolis community.

Brion has built a team of outstanding advisors who specialize in variable annuities, alternative investments, life insurance, and more. After spending the last two decades in Annapolis, he’s also well-connected with the community and able to provide referrals for legal, accounting, and mortgage support.*

* Legal, tax/accounting, and mortgage advice is not offered by either Premier Planning Group or Cetera Advisor Networks LLC.

Executive Leadership

Brion Harris

Brion Harris | CEO, Founder and Financial Advisor

CEO and Founder, Financial Advisor

BrionHarris@PremierPlanningGroup.com

Chris Harris

Chris Harris

Chief Financial Officer and Case Designer

ChrisHarris@PremierPlanningGroup.com

Our Advisors

Brion Harris

Brion Harris | CEO, Founder and Financial Advisor

CEO and Founder, Financial Advisor

BrionHarris@PremierPlanningGroup.com

Stephen Holt

Stephen Holt

Managing Partner, Financial Advisor

StephenHolt@PremierPlanningGroup.com

Patrick Wilbert

Patrick Wilbert

Partner, Insurance Specialist

PatrickWilbert@PremierPlanningGroup.com

Charlotte Wall

Charlotte Wall

Associate Wealth Advisor to Brion Harris

410-216-9515

CharlotteWall@PremierPlanningGroup.com

Our Team

Chris Harris

Chris Harris

Chief Financial Officer and Case Designer

ChrisHarris@PremierPlanningGroup.com

Jenny Posdziech

Jenny Posdziech

Head of New Business Processing and Customer Service

JennyPosdziech@PremierPlanningGroup.com

Talia Grover

Talia Grover

Head of Marketing and Executive Assistant to Brion Harris

410-216-9515

TaliaGrover@PremierPlanningGroup.com

Julie Harris

Julie Harris

Office Manager and New Business Processing

JulieHarris@PremierPlanningGroup.com

Charlie Gunn

Charlie Gunn

Administrative and Marketing Assistant to Brion Harris

CharlieGunn@PremierPlanningGroup.com

Kate Meehan

Kate Meehan

Director of New Business Development

Kate.Meehan@PremierPlanningGroup.com

Heather Finn

Heather Finn

Director of First Impressions

HeatherFinn@PremierPlanningGroup.com

Patricia Jennings

Patricia Jennings

Director of First Impressions

PatriciaJennings@PremierPlanningGroup.com

Charlotte Wall

Charlotte Wall

Associate Wealth Advisor to Brion Harris

410-216-9515

CharlotteWall@PremierPlanningGroup.com

Greg Harris

Greg Harris

Planning Assistant and Customer Service

410-216-9515

GregHarris@PremierPlanningGroup.com

Noah Buller

Noah Buller

Client Services Associate

410-216-9515

NBuller@PremierPlanningGroup.com

Hayley Greene

Hayley Greene

Client Services Associate

410-216-9515

HayleyGreene@PremierPlanningGroup.com