Gregory P. Armstrong, CFP®, Financial Planner
Joe Breslin, CRPC®, Financial Planner
Christophe P. Dionot, JD*, Financial Planner
Roy G. Dixon, CFP®, PFP, Financial Planner
Neal W. Seagle, MBA, Financial Planner
Joseph B. Silverman, JD*, MBA, CRPC®, Financial Planner
Gregory P. Armstrong, CFP®, Financial Planner
Greg has been working in the Financial Planning industry since 2004. He specializes in working with business owners, executives and retirees in the areas of Advanced Estate Planning, Business Succession and Investment/Retirement Planning solutions. Greg joined Planning Solutions Group in 2006 and is a member of the Financial Planning Association (FPA) and the Air Conditioning Contractors Association. He is now one of the featured speakers at the National Automobile Dealers Association (NADA) Dealer Candidate Academy. He graduated from Salisbury University with honors, with a major in Finance and a minor in Accounting. Greg holds his FINRA Series 6, 7, 65 & 63 registrations as well as his Life and Health license.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6008 • Toll Free 888-740-3501 • Fax 301.543.6030
Email GArmstrong@psgplanning.com
Greg has been working in the Financial Planning industry since 2004. He specializes in working with business owners, executives and retirees in the areas of Advanced Estate Planning, Business Succession and Investment/Retirement Planning solutions. Greg joined Planning Solutions Group in 2006 and is a member of the Financial Planning Association (FPA) and the Air Conditioning Contractors Association. He is now one of the featured speakers at the National Automobile Dealers Association (NADA) Dealer Candidate Academy. He graduated from Salisbury University with honors, with a major in Finance and a minor in Accounting. Greg holds his FINRA Series 6, 7, 65 & 63 registrations as well as his Life and Health license.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6008 • Toll Free 888-740-3501 • Fax 301.543.6030
Email GArmstrong@psgplanning.com
Joe Breslin, CRPC®, Financial Planner
As a family wealth advisor, Joe assists business owners, executives, and affluent families in the areas of estate planning, business succession planning, and wealth management. Joe takes pride in identifying a variety of planning options and opportunities followed by clear guidance to be sure his clients make the best possible decisions for their business and family. Joe is a Chartered Retirement Planning Counselor (CRPC). While earning his bachelor degree at Washington College, he was awarded the Department of Business Management Award given to a graduate who shows outstanding qualities of scholarship, character, and leadership. Joe holds his Series 7, 66, and Life and Health Insurance licenses.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301-543-6036 • Toll Free 888.740.3501 • Fax 301.543.6030
Email jbreslin@psgplanning.com
As a family wealth advisor, Joe assists business owners, executives, and affluent families in the areas of estate planning, business succession planning, and wealth management. Joe takes pride in identifying a variety of planning options and opportunities followed by clear guidance to be sure his clients make the best possible decisions for their business and family. Joe is a Chartered Retirement Planning Counselor (CRPC). While earning his bachelor degree at Washington College, he was awarded the Department of Business Management Award given to a graduate who shows outstanding qualities of scholarship, character, and leadership. Joe holds his Series 7, 66, and Life and Health Insurance licenses.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301-543-6036 • Toll Free 888.740.3501 • Fax 301.543.6030
Email jbreslin@psgplanning.com
Christophe P. Dionot, JD*, Financial Planner
As a Family Wealth Advisor, Chris assists affluent professionals, successful business owners, and their families in helping them achieve financial independence. Chris specializes in providing advanced estate planning strategies, business succession plans, and independent wealth management and retirement advice. Chris joined PSG after a legal career specializing in estate planning and corporate law. Furthermore, Chris has worked in the sports industry as a representative and spent over three years working with one of the top sports and entertainment attorneys in the country.
Chris earned his Bachelor’s Degree from Boston College with a double major in Political Science and Philosophy. Chris received his Juris Doctorate from the University of Baltimore School of Law and is a member of the Maryland Bar*. Chris holds his FINRA Series 7 and 66 registrations as well as his Life, Accident and Health Insurance license.
*Licensed, not practicing.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6017 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Cdionot@psgplanning.com
As a Family Wealth Advisor, Chris assists affluent professionals, successful business owners, and their families in helping them achieve financial independence. Chris specializes in providing advanced estate planning strategies, business succession plans, and independent wealth management and retirement advice. Chris joined PSG after a legal career specializing in estate planning and corporate law. Furthermore, Chris has worked in the sports industry as a representative and spent over three years working with one of the top sports and entertainment attorneys in the country.
Chris earned his Bachelor’s Degree from Boston College with a double major in Political Science and Philosophy. Chris received his Juris Doctorate from the University of Baltimore School of Law and is a member of the Maryland Bar*. Chris holds his FINRA Series 7 and 66 registrations as well as his Life, Accident and Health Insurance license.
*Licensed, not practicing.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6017 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Cdionot@psgplanning.com
Roy G. Dixon, CFP®, PFP, Financial Planner
Roy has been in the financial planning industry since 1986. He has held positions in personal practice, as well as management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has also earned his designation as a Professional Financial Planner (PFP) from Old Dominion University. Roy specializes in providing advanced estate planning strategies, business succession, investment and retirement planning solutions to business owners. He has been a featured speaker at various automobile dealer association meetings both locally and nationally over the years, including 20 Group meetings. He is a member of the Maryland New Car and Truck Dealers Association.
Previous to becoming involved in the financial planning industry Roy built a distinguished career in the military, which spanned over twelve years, three of which were spent teaching at the United States Military Academy. Roy earned his bachelors degree from Henderson State University and he earned his masters degree from the University of Kansas.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6004 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Rdixon@psgplanning.com
Roy has been in the financial planning industry since 1986. He has held positions in personal practice, as well as management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has also earned his designation as a Professional Financial Planner (PFP) from Old Dominion University. Roy specializes in providing advanced estate planning strategies, business succession, investment and retirement planning solutions to business owners. He has been a featured speaker at various automobile dealer association meetings both locally and nationally over the years, including 20 Group meetings. He is a member of the Maryland New Car and Truck Dealers Association.
Previous to becoming involved in the financial planning industry Roy built a distinguished career in the military, which spanned over twelve years, three of which were spent teaching at the United States Military Academy. Roy earned his bachelors degree from Henderson State University and he earned his masters degree from the University of Kansas.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6004 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Rdixon@psgplanning.com
Neal W. Seagle, MBA, Financial Planner
Currently a Financial Planner with Planning Solutions Group, Neal has over 13 years experience in the financial services industry. Formerly the Regional Director of Investments for Sagemark Consulting/Lincoln Financial Advisors, Neal supported over 75 advisors throughout the Mid-Atlantic Region with investment planning case design. Before joining Lincoln Financial Advisors in March 1997, he spent 3 years with CommonWealth Financial Group in Bethesda, MD as an advisory representative learning how to match client needs with progressive planning techniques. Prior to that, he spent 12 years with Caterair International in Bethesda, MD (formerly Marriott In-Flite Services) as an operations controller and financial analyst. Other professional positions included those in Information Systems and Operations Management positions.
As an investment advisor representative, Neal's personal planning practice has an emphasis on personal financial planning focusing on business succession planning and retirement planning implementation. He works closely with local attorneys and accountants in support of the financial and estate planning services they provide to their clients.
Neal is FINRA series 7 and 65 registered , and life and health insurance licensed. His undergraduate degree was received from James Madison University and Masters of Business Administration from Loyola College in Baltimore, MD. He is currently studying for the CERTIFIED FINANCIAL PLANNING™ certification.
Having been widowed in 1998, Neal has experienced first hand many facets of the planning and preparedness he recommends. This experience has provided crucial emotional insights into what people experience in such life changing scenarios. He currently resides with his son in Montgomery County, MD.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6015 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Nseagle@psgplanning.com
Currently a Financial Planner with Planning Solutions Group, Neal has over 13 years experience in the financial services industry. Formerly the Regional Director of Investments for Sagemark Consulting/Lincoln Financial Advisors, Neal supported over 75 advisors throughout the Mid-Atlantic Region with investment planning case design. Before joining Lincoln Financial Advisors in March 1997, he spent 3 years with CommonWealth Financial Group in Bethesda, MD as an advisory representative learning how to match client needs with progressive planning techniques. Prior to that, he spent 12 years with Caterair International in Bethesda, MD (formerly Marriott In-Flite Services) as an operations controller and financial analyst. Other professional positions included those in Information Systems and Operations Management positions.
As an investment advisor representative, Neal's personal planning practice has an emphasis on personal financial planning focusing on business succession planning and retirement planning implementation. He works closely with local attorneys and accountants in support of the financial and estate planning services they provide to their clients.
Neal is FINRA series 7 and 65 registered , and life and health insurance licensed. His undergraduate degree was received from James Madison University and Masters of Business Administration from Loyola College in Baltimore, MD. He is currently studying for the CERTIFIED FINANCIAL PLANNING™ certification.
Having been widowed in 1998, Neal has experienced first hand many facets of the planning and preparedness he recommends. This experience has provided crucial emotional insights into what people experience in such life changing scenarios. He currently resides with his son in Montgomery County, MD.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6015 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Nseagle@psgplanning.com
Joseph B. Silverman, JD*, MBA, CRPC®, Financial Planner
As a Financial Planner with more than 30 years of experience in the financial services industry, Joe is committed to assisting his clients meet their financial goals. He is a frequent speaker at associations, worksites, and colleges on investment, retirement, and estate planning strategies.
Joe earned his JD degree from the University of Baltimore School of Law, his MBA degree from Loyola University Maryland, and his Chartered Retirement Planning Counselor degree from the College For Financial Planning.
*Licensed, not practicing
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Toll Free 888.740.3501 • Cell 410.274.5464 • Fax 301.543.6030
Email Jsilverman@psgplanning.com