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Who We Are

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. He also works with some of the community's greatest Certified Public Accountants (CPA) in order to provide his clients with the best possible financial services.

Neither Summit nor any of its affiliates may offer tax services. For a comprehensive review of your personal situation, always consult your tax advisor. **CPA services are not endorsed or warrantied by the firm.

Our Advisors

Brion Harris

Brion Harris

CEO, Founder, and Managing Partner

Stephen Holt

Stephen Holt

Managing Partner

Jason LaBarge

Jason LaBarge

Managing Partner

Aaron Cirksena

Aaron Cirksena

Managing Partner

Patrick Wilbert

Patrick Wilbert

Partner and Insurance Specialist

Our Team

Chris Harris

Chris Harris

Chief Financial Officer and Case Designer

Jenny Posdziech

Jenny Posdziech

Head of New Business Processing and Customer Service

Talia  Grover

Talia Grover

Head of Marketing and Executive Assistant to Brion Harris

Julie Harris

Julie Harris

Office Manager and New Business Processing

Emily Benton

Emily Benton

Head of New Business Development and Customer Service

Kate Harris

Kate Harris

Head of Digital Marketing & Customer Service

Charlie Gunn

Charlie Gunn

Administrative and Marketing Assistant to Brion Harris

Jessie  Ringle

Jessie Ringle

Director of Client Accounts for Jason LaBarge

Caroline Harper

Caroline Harper

Director of Marketing and Client Management for Jason LaBarge

Aylssa Obrebski

Aylssa Obrebski

Executive Assistant for Jason LaBarge

Kate Meehan

Kate Meehan

Executive Assistant for Stephen Holt and Aaron Cirksena

Amanda Przybyl

Amanda Przybyl

Administrative and Marketing Assistant for Stephen Holt and Aaron Cirksena

Heather Finn

Heather Finn

Director of First Impressions

Patricia Jennings

Patricia Jennings

Director of First Impressions