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 | CEO, Founder and Financial Advisor
CEO and Founder, Financial Advisor
BrionHarris@PremierPlanningGroup.com
Our Advisors
Brion Harris | CEO, Founder and Financial Advisor
CEO and Founder, Financial Advisor
BrionHarris@PremierPlanningGroup.com
Charlotte Wall
Associate Wealth Advisor to Brion Harris
410-216-9515
CharlotteWall@PremierPlanningGroup.com
Our Team
Jenny Posdziech
Head of New Business Processing and Customer Service
JennyPosdziech@PremierPlanningGroup.com
Talia Grover
Head of Marketing and Executive Assistant to Brion Harris
410-216-9515
TaliaGrover@PremierPlanningGroup.com
Charlie Gunn
Administrative and Marketing Assistant to Brion Harris
CharlieGunn@PremierPlanningGroup.com
Charlotte Wall
Associate Wealth Advisor to Brion Harris
410-216-9515
CharlotteWall@PremierPlanningGroup.com
Greg Harris
Planning Assistant and Customer Service
410-216-9515
GregHarris@PremierPlanningGroup.com