Robert Hayes Carson, MBA, Managing Partner
Donald S. Hannahs, CFP®, Partner
Timothy J. Kvech, CMFC, Partner
Lawrence J. Briskin, JD*, CFP®, CMFC, Partner
Robert Hayes Carson, MBA, Managing Partner
Robert has been a financial planner to the affluent since 1993 and is a member of the Financial Planning Association (FPA). He specializes in providing comprehensive financial planning solutions to individuals and business owners. His primary focus is to provide advanced strategies for estate preservation, business succession planning, and asset management.
In addition to his focus on clients, he also oversees a group of financial planners and an administrative support team for Planning Solutions Group. In 2001, the partners nominated Bob to act as the Managing Partner for the firm. As the Managing Partner, Bob leads the strategic direction of the firm and implements new business initiatives to improve PSG's planning, client service, and communication.
Bob earned his Bachelors degree in Accounting from the University of Baltimore. He received his Masters of Business Administration from the same institution.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6001 • Toll Free 888.740.3501 • Fax 301.543.6030
Email RCarson@psgplanning.com
Robert has been a financial planner to the affluent since 1993 and is a member of the Financial Planning Association (FPA). He specializes in providing comprehensive financial planning solutions to individuals and business owners. His primary focus is to provide advanced strategies for estate preservation, business succession planning, and asset management.
In addition to his focus on clients, he also oversees a group of financial planners and an administrative support team for Planning Solutions Group. In 2001, the partners nominated Bob to act as the Managing Partner for the firm. As the Managing Partner, Bob leads the strategic direction of the firm and implements new business initiatives to improve PSG's planning, client service, and communication.
Bob earned his Bachelors degree in Accounting from the University of Baltimore. He received his Masters of Business Administration from the same institution.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6001 • Toll Free 888.740.3501 • Fax 301.543.6030
Email RCarson@psgplanning.com
Donald S. Hannahs, CFP®, Partner
Don has been a financial advisor since 1987 and is a member of the Financial Planning Association (FPA). His practice focuses on high net worth business owners, physicians, and retirees in the areas of wealth management, business continuity planning, fringe benefit design, estate planning, and qualified plan analysis. Don has taught education courses and seminars at many universities including, Towson University, George Mason University, Montgomery College, Johns Hopkins University, and University of Richmond. He has also addressed many trade associations including, the DC Bar, Associated Builders & Contractors, NECA, Printing & Graphics Association, Virginia Association of Roofing Professionals, and ACCA. He has been a guest on CNNFN’s TV show for Entrepreneurs Only, as well as a radio guest on WTOP and on WBAL’s Ron Smith Show. He is a graduate of Elizabethtown College and has held leadership positions with Johns Hopkins Bayview Burn Center and Easter Seals of Central Maryland.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6003 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Dhannahs@psgplanning.com
Don has been a financial advisor since 1987 and is a member of the Financial Planning Association (FPA). His practice focuses on high net worth business owners, physicians, and retirees in the areas of wealth management, business continuity planning, fringe benefit design, estate planning, and qualified plan analysis. Don has taught education courses and seminars at many universities including, Towson University, George Mason University, Montgomery College, Johns Hopkins University, and University of Richmond. He has also addressed many trade associations including, the DC Bar, Associated Builders & Contractors, NECA, Printing & Graphics Association, Virginia Association of Roofing Professionals, and ACCA. He has been a guest on CNNFN’s TV show for Entrepreneurs Only, as well as a radio guest on WTOP and on WBAL’s Ron Smith Show. He is a graduate of Elizabethtown College and has held leadership positions with Johns Hopkins Bayview Burn Center and Easter Seals of Central Maryland.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6003 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Dhannahs@psgplanning.com
Timothy J. Kvech, CMFC, Partner
Tim has been a Financial Planner since 1991 and is a member of the Financial Planning Association (FPA). He is also a Chartered Mutual Fund Counselor (CMFC) and specializes in providing advanced estate planning strategies, business succession solutions, and objective wealth management advice to business owners and high level executives, with specific expertise in the automobile industry. Tim is sought out as a strategic partner by several accounting firms to provide comprehensive financial planning solutions to their top clients. He has been a featured speaker at automobile dealer association meetings both locally and nationally over the years, including 20 group meetings. Tim is an active member of the Maryland New Car and Truck Dealers Association and Washington Area New Automobile Dealers Association. He has been recognized as a 2012 Five Star Wealth Manager, featured in Baltimore Magazine. He is a graduate of Mount Saint Mary’s College where he earned his bachelors degree. As an active member of his community, Tim has been a Western Howard County youth soccer coach for many years. In 2008, he began the Strongheart Foundation which supports families dealing with cancer as well as promoting self confidence and physical fitness for children and young adults.
Maryland Office: 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6002 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Tkvech@psgplanning.com
Tim has been a Financial Planner since 1991 and is a member of the Financial Planning Association (FPA). He is also a Chartered Mutual Fund Counselor (CMFC) and specializes in providing advanced estate planning strategies, business succession solutions, and objective wealth management advice to business owners and high level executives, with specific expertise in the automobile industry. Tim is sought out as a strategic partner by several accounting firms to provide comprehensive financial planning solutions to their top clients. He has been a featured speaker at automobile dealer association meetings both locally and nationally over the years, including 20 group meetings. Tim is an active member of the Maryland New Car and Truck Dealers Association and Washington Area New Automobile Dealers Association. He has been recognized as a 2012 Five Star Wealth Manager, featured in Baltimore Magazine. He is a graduate of Mount Saint Mary’s College where he earned his bachelors degree. As an active member of his community, Tim has been a Western Howard County youth soccer coach for many years. In 2008, he began the Strongheart Foundation which supports families dealing with cancer as well as promoting self confidence and physical fitness for children and young adults.
Maryland Office: 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6002 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Tkvech@psgplanning.com
Lawrence J. Briskin, JD*, CFP®, CMFC, Partner
Larry began his career in financial planning in 1987 and is a member of the Financial Planning Association (FPA). After successfully operating as an individual planner in the Washington, D.C. area for over 20 years, he joined Planning Solutions Group in January 2009 as a partner. In addition to contributing his breadth of knowledge to the firm, he also brought an extensive client base and experienced support staff.
Larry focuses on meeting the needs of successful business owners, professionals, executives, and retirees throughout the Mid-Atlantic region and beyond. Whether your goal is to minimize your tax liability or maximize your family's wealth, meet your retirement objectives or protect your assets, sell your business or plan your estate, fund your children's college education or make a large charitable gift, Larry can help you achieve your financial planning objectives. In addition, he specializes in solving fringe benefit matters that may affect your business, practice, or employment.
Along with his impressive career as a financial planner, Larry earned his JD at the UCLA School of Law in 1972. He previously worked in private practice as an attorney in Sacramento, CA, where he performed legislative advocacy, association management, and consulting services.
Larry holds the professional designations of Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC) and is a member of the Financial Planning Association (FPA). Larry has been recognized as a 2012 Five Star Wealth Manager, featured in Baltimore magazine. He is frequently published, providing articles on financial planning for attorneys to local publications such as Legal Times. He has also been featured in MONEY magazine and Bloomberg Personal Finance.
*Licensed not practicing
Maryland Office: 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6020 • Toll Free 800.606.9156 • Fax 301.543.6030
Email LBriskin@psgplanning.com
Larry began his career in financial planning in 1987 and is a member of the Financial Planning Association (FPA). After successfully operating as an individual planner in the Washington, D.C. area for over 20 years, he joined Planning Solutions Group in January 2009 as a partner. In addition to contributing his breadth of knowledge to the firm, he also brought an extensive client base and experienced support staff.
Larry focuses on meeting the needs of successful business owners, professionals, executives, and retirees throughout the Mid-Atlantic region and beyond. Whether your goal is to minimize your tax liability or maximize your family's wealth, meet your retirement objectives or protect your assets, sell your business or plan your estate, fund your children's college education or make a large charitable gift, Larry can help you achieve your financial planning objectives. In addition, he specializes in solving fringe benefit matters that may affect your business, practice, or employment.
Along with his impressive career as a financial planner, Larry earned his JD at the UCLA School of Law in 1972. He previously worked in private practice as an attorney in Sacramento, CA, where he performed legislative advocacy, association management, and consulting services.
Larry holds the professional designations of Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC) and is a member of the Financial Planning Association (FPA). Larry has been recognized as a 2012 Five Star Wealth Manager, featured in Baltimore magazine. He is frequently published, providing articles on financial planning for attorneys to local publications such as Legal Times. He has also been featured in MONEY magazine and Bloomberg Personal Finance.
*Licensed not practicing
Maryland Office: 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6020 • Toll Free 800.606.9156 • Fax 301.543.6030
Email LBriskin@psgplanning.com