William F. Bruns, III,Chief Operating Officer
Jon Giordani, CFA, Director of Investments
Patricia Kazumba, Investment Operations Manager
Heather L. Donhauser, Senior Investment Analyst
Richard J. Osikowicz, Director of Retirement Plan Services
Rebecca Taylor Hayes, Client Advisor
Maria May, Marketing Assistant
Lauren Gretchen, Chief Compliance Officer
Laurene McIsaac, Office Facilitator
Brandon T. Butler, Investment Analyst
Kelly O. Loveless, Relationship Manager/ Investment Analyst
Julie P. Quinn, Client Relationship Manager
William L. Perryman, Client Relationship Manager
Shieva Rajaee, Client Relationship Manager
Christy Baehr, Operations Support
William F. Bruns, III, Chief Operating Officer
Bill has over 15 years experience in the financial services industry. As Chief Operating Officer for Planning Solutions Group, Bill is responsible for business development and implementation, in addition to human resources and special projects. Prior to joining the group, Bill was the Operations Manager and Director of Client Services for WMS Partners in Towson, MD. During his time at WMS, he worked exclusively with high net worth individuals and assisted the partners in helping these clients achieve their lifetime goals. As Operations Manager, Bill also provided assistance with its financials, compliance and human resources. Bill graduated from Towson University where he majored in business administration. He lives with his wife of 18 years and two boys in Towson, MD.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6006 • Toll Free 888.740.3501 • Fax 301.543.6030
Email wbruns@psgplanning.com
Bill has over 15 years experience in the financial services industry. As Chief Operating Officer for Planning Solutions Group, Bill is responsible for business development and implementation, in addition to human resources and special projects. Prior to joining the group, Bill was the Operations Manager and Director of Client Services for WMS Partners in Towson, MD. During his time at WMS, he worked exclusively with high net worth individuals and assisted the partners in helping these clients achieve their lifetime goals. As Operations Manager, Bill also provided assistance with its financials, compliance and human resources. Bill graduated from Towson University where he majored in business administration. He lives with his wife of 18 years and two boys in Towson, MD.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6006 • Toll Free 888.740.3501 • Fax 301.543.6030
Email wbruns@psgplanning.com
Jon Giordani, CFA, Director of Investments
As the Director of Investments for Planning Solutions Group, Jon provides innovative investment planning strategies to our clients. He has over 15 years of experience in the financial services industry. Prior to joining Planning Solutions Group, Jon worked in the institutional market place. He provided investment advice to a client base consisting of large asset management and mutual fund companies, state retirement funds and hedge funds. His experience in the institutional market included Vice President of Institutional Sales for Deutsche Bank in Baltimore and Chicago. Prior to this, Jon worked as a research analyst for Croft-Leominster, an investment advisory firm in Baltimore. His focus was analyzing and recommending securities for inclusion in client portfolios. Jon is a Chartered Financial Analyst (CFA) charterholder. He is also NASD Series 7 and 63 registered. Jon graduated from the Johns Hopkins University where he majored in economics. He lives in Towson, MD with his wife & two sons.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6000 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Jgiordani@psgplanning.com
As the Director of Investments for Planning Solutions Group, Jon provides innovative investment planning strategies to our clients. He has over 15 years of experience in the financial services industry. Prior to joining Planning Solutions Group, Jon worked in the institutional market place. He provided investment advice to a client base consisting of large asset management and mutual fund companies, state retirement funds and hedge funds. His experience in the institutional market included Vice President of Institutional Sales for Deutsche Bank in Baltimore and Chicago. Prior to this, Jon worked as a research analyst for Croft-Leominster, an investment advisory firm in Baltimore. His focus was analyzing and recommending securities for inclusion in client portfolios. Jon is a Chartered Financial Analyst (CFA) charterholder. He is also NASD Series 7 and 63 registered. Jon graduated from the Johns Hopkins University where he majored in economics. He lives in Towson, MD with his wife & two sons.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6000 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Jgiordani@psgplanning.com
Patricia Kazumba, Investment Operations Manager
Patricia has over 10 years of experience in the financial services industry and is securities registered. Prior to joining PSG, Patricia was the Practice Manager and Director of Investment Services for a top producing fee-based financial planning practice at Sagemark Consulting in Bethesda, MD. During her time at Sagemark Consulting, Patricia assisted with investment planning case design for high net worth business owners and attorneys. As Practice Manager, Patricia provided leadership and oversight to the support staff and implemented systems to ensure a high level of client service. Patricia also led the practice in its recruiting efforts and compliance support.
In 2001, Patricia graduated summa cum laude from the Catholic University of America in Washington, DC. with a Bachelor of Science degree in International Economics and Finance and a minor in Computer Science. Additionally, she was the recipient of the Federal Reserve Bank of Richmond 2001 Excellence Award.
Patricia currently resides in Upper Marlboro, Maryland with her husband and children.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6005 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Pkazumba@psgplanning.com
Patricia has over 10 years of experience in the financial services industry and is securities registered. Prior to joining PSG, Patricia was the Practice Manager and Director of Investment Services for a top producing fee-based financial planning practice at Sagemark Consulting in Bethesda, MD. During her time at Sagemark Consulting, Patricia assisted with investment planning case design for high net worth business owners and attorneys. As Practice Manager, Patricia provided leadership and oversight to the support staff and implemented systems to ensure a high level of client service. Patricia also led the practice in its recruiting efforts and compliance support.
In 2001, Patricia graduated summa cum laude from the Catholic University of America in Washington, DC. with a Bachelor of Science degree in International Economics and Finance and a minor in Computer Science. Additionally, she was the recipient of the Federal Reserve Bank of Richmond 2001 Excellence Award.
Patricia currently resides in Upper Marlboro, Maryland with her husband and children.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6005 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Pkazumba@psgplanning.com
Heather L. Donhauser, Senior Investment Analyst
As Investment Analyst, Heather provides comprehensive support for the investment planning process. Her primary duties include; preparing and implementing client investment reviews, designing investment proposals for prospective and existing clients, and helping to select and monitor our recommended investments. Heather received her Masters of Science in Finance from Loyola University Maryland in December 2010. She has worked at Planning Solutions Group since 2007. Prior to this position, Heather graduated with Honors from McDaniel College in May 2007 with a double major in Business Administration and Economics. She holds her Series 7 and 66 registrations.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6010 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Hdonhauser@psgplanning.com
As Investment Analyst, Heather provides comprehensive support for the investment planning process. Her primary duties include; preparing and implementing client investment reviews, designing investment proposals for prospective and existing clients, and helping to select and monitor our recommended investments. Heather received her Masters of Science in Finance from Loyola University Maryland in December 2010. She has worked at Planning Solutions Group since 2007. Prior to this position, Heather graduated with Honors from McDaniel College in May 2007 with a double major in Business Administration and Economics. She holds her Series 7 and 66 registrations.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6010 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Hdonhauser@psgplanning.com
Richard J. Osikowicz, Director of Retirement Plan Services
Richard is the Director of Retirement Plan Services for Planning Solutions Group. Richard provides the strategic oversight to the firm’s retirement plan consulting services, and also provides the oversight of the firm’s design, servicing, and monitoring of the retirement plan services offered to our clients.
Richard has been working in the financial services industry since 1994. As a Retirement Specialist with Brown Advisory in Baltimore, he was responsible for coordinating the marketing, sales, and client service efforts for the firm’s brokers and strategic advisors. Prior to that, he spent 12 years at T. Rowe Price in Baltimore, working with their largest institutional clients in varying capacities including client service and marketing. Additionally, he was the manager for the firm’s institutional proposal support team.
Richard holds his FINRA Series 6, 7, 63, 65 and Life & Health Insurance licenses. Richard graduated from Towson University where he majored in Economics and Political Science.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6026 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Rosikowicz@psgplanning.com
Richard is the Director of Retirement Plan Services for Planning Solutions Group. Richard provides the strategic oversight to the firm’s retirement plan consulting services, and also provides the oversight of the firm’s design, servicing, and monitoring of the retirement plan services offered to our clients.
Richard has been working in the financial services industry since 1994. As a Retirement Specialist with Brown Advisory in Baltimore, he was responsible for coordinating the marketing, sales, and client service efforts for the firm’s brokers and strategic advisors. Prior to that, he spent 12 years at T. Rowe Price in Baltimore, working with their largest institutional clients in varying capacities including client service and marketing. Additionally, he was the manager for the firm’s institutional proposal support team.
Richard holds his FINRA Series 6, 7, 63, 65 and Life & Health Insurance licenses. Richard graduated from Towson University where he majored in Economics and Political Science.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6026 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Rosikowicz@psgplanning.com
Rebecca Taylor Hayes, Client Advisor
Rebecca began her career in the financial planning industry in 2002. She joined PSG in 2007 and currently holds the role of Client Advisor, working closely with one of the firm's partners, Tim Kvech. Her role involves managing client inquiries and requests, as well as providing advice and guidance in the areas of retirement planning, asset management, insurance, and the implementation of an overall financial plan. In addition to providing exemplary client service, she also takes part in the firm's coordination of innovative marketing and community outreach initiatives. Rebecca holds the FINRA Series 7, 63 & 65 registrations, along with the Life & Health insurance license. She graduated with honors from St. Mary's College of Maryland, with a focus in English & Economics.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6011 • Toll Free 888.740.3501 • Fax 301.543.6030
Email RHayes@psgplanning.com
Rebecca began her career in the financial planning industry in 2002. She joined PSG in 2007 and currently holds the role of Client Advisor, working closely with one of the firm's partners, Tim Kvech. Her role involves managing client inquiries and requests, as well as providing advice and guidance in the areas of retirement planning, asset management, insurance, and the implementation of an overall financial plan. In addition to providing exemplary client service, she also takes part in the firm's coordination of innovative marketing and community outreach initiatives. Rebecca holds the FINRA Series 7, 63 & 65 registrations, along with the Life & Health insurance license. She graduated with honors from St. Mary's College of Maryland, with a focus in English & Economics.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6011 • Toll Free 888.740.3501 • Fax 301.543.6030
Email RHayes@psgplanning.com
Maria May, Marketing Assistant
Maria is the Marketing Assistant for Planning Solutions Group; she works closely with the Client Services department and assists with all aspects of marketing for PSG. Maria started her career in Event Management & Marketing, spent some time in non-profits, and then enjoyed eight years in the Banking industry. After leaving the banking industry, Maria took time to stay home full-time with her three children, joining the PSG team part-time starting in March 2010.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6014 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Mmay@psgplanning.com
Maria is the Marketing Assistant for Planning Solutions Group; she works closely with the Client Services department and assists with all aspects of marketing for PSG. Maria started her career in Event Management & Marketing, spent some time in non-profits, and then enjoyed eight years in the Banking industry. After leaving the banking industry, Maria took time to stay home full-time with her three children, joining the PSG team part-time starting in March 2010.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6014 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Mmay@psgplanning.com
Lauren Gretchen, Chief Compliance Officer
Lauren is the Chief Compliance Officer whose primary responsibility is to ensure the firm’s continued compliance with FINRA and SEC regulations, and to foster a cooperative approach with the team at Planning Solutions Group.
Lauren is the Chief Compliance Officer whose primary responsibility is to ensure the firm’s continued compliance with FINRA and SEC regulations, and to foster a cooperative approach with the team at Planning Solutions Group.
Lauren started her career in the financial services industry in 1995. Prior to joining PSG, she ran her own insurance and investment advisory practice for 6 years. She was also previously the Business Operations Manager for Lincoln Financial Advisors/Sagemark Consulting in Vienna, Virginia where she oversaw the compliance, investment operations, and human resources departments.
Lauren holds her FINRA Series 7, 24, and 66 in addition to her Life & Health Insurance license. Lauren obtained her B.S. from Miami University, in Oxford Ohio and her MBA in International Management from University of Phoenix. She lives in Ellicott City with her husband and daughter.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Maple Lawn, MD 20759
Phone 301.543.6009 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Lgretchen@psgplanning.com
Laurene McIsaac, Office Facilitator
Laurene is the Office Facilitator for Planning Solutions Group. In addition to answering the phone and greeting clients, she provides administrative support for our team. She has worked in a professional office environment for over 15 years and has experience in property management and land development.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6000 • Toll Free 888.740.3501 • Fax 301.543.6030
Email LMcIsaac@psgplanning.com
Laurene is the Office Facilitator for Planning Solutions Group. In addition to answering the phone and greeting clients, she provides administrative support for our team. She has worked in a professional office environment for over 15 years and has experience in property management and land development.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6000 • Toll Free 888.740.3501 • Fax 301.543.6030
Email LMcIsaac@psgplanning.com
Brandon T. Butler, Investment Analyst
As an Investment Analyst, Brandon provides comprehensive support for the investment planning and wealth management process, working closely with the Senior Investment Analyst, Investment Operations Manager and the Director of Investments. His primary responsibilities include: preparing and implementing client investment reviews, designing portfolio proposals for prospective and existing clients, and helping to select and monitor our recommended investments. He also assists in the investment servicing process by helping to ensure that operational details are accurate and properly implemented. Prior to joining PSG, Brandon was the Director of Business Development for a Rockville, MD based company. He graduated in May 2009 from Lafayette College with a double major in Government & Law, and Economics & Business, concentrating in Finance. Brandon holds his FINRA Series 7 registration.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6038 • Toll Free 888.740.3501 • Fax 301.543.6030
Email BButler@psgplanning.com
As an Investment Analyst, Brandon provides comprehensive support for the investment planning and wealth management process, working closely with the Senior Investment Analyst, Investment Operations Manager and the Director of Investments. His primary responsibilities include: preparing and implementing client investment reviews, designing portfolio proposals for prospective and existing clients, and helping to select and monitor our recommended investments. He also assists in the investment servicing process by helping to ensure that operational details are accurate and properly implemented. Prior to joining PSG, Brandon was the Director of Business Development for a Rockville, MD based company. He graduated in May 2009 from Lafayette College with a double major in Government & Law, and Economics & Business, concentrating in Finance. Brandon holds his FINRA Series 7 registration.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6038 • Toll Free 888.740.3501 • Fax 301.543.6030
Email BButler@psgplanning.com
Kelly O. Loveless, Relationship Manager/ Investment Analyst
As the Investment Service Coordinator, Kelly's primary responsibility is to provide comprehensive support for the investment planning process and implementation with the ability to handle details, follow-through and make clients feel supported and appreciated. She interacts with various investment service departments to help resolve client issues, and provides investment support materials through the direction of the Director of Investments. Kelly graduated in May 2010 from Virginia Tech's Pamplin College of Business with a Finance degree and pursued the CERTIFIED FINANCIAL PLANNER (CFP®) board-certified track.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6024 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Kloveless@psgplanning.com
As the Investment Service Coordinator, Kelly's primary responsibility is to provide comprehensive support for the investment planning process and implementation with the ability to handle details, follow-through and make clients feel supported and appreciated. She interacts with various investment service departments to help resolve client issues, and provides investment support materials through the direction of the Director of Investments. Kelly graduated in May 2010 from Virginia Tech's Pamplin College of Business with a Finance degree and pursued the CERTIFIED FINANCIAL PLANNER (CFP®) board-certified track.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6024 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Kloveless@psgplanning.com
Julie P. Quinn, Client Relationship Manager
Julie Quinn has eight years' experience working in the Financial Services Industry. As the Client Relationship Manager for Don Hannahs, one of the four managing partners of the firm, Julie is dedicated to delivering a level of exceptional, top notch service to the clients. Julie is enthusiastic about helping clients implement their financial plan, insurance plan, and/or investment planning needs. Julie also focuses on providing support on an organizational level. She graduated from the University of Maryland, Robert H. School of Business with a Bachelors degree in Marketing in 2004. Julie has taken on many roles and gained extensive knowledge in all areas of the industry throughout the years. She currently holds her Series 65 Investment License and State of Maryland Life and Health Insurance License.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6025 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Jquinn@psgplanning.com
Julie Quinn has eight years' experience working in the Financial Services Industry. As the Client Relationship Manager for Don Hannahs, one of the four managing partners of the firm, Julie is dedicated to delivering a level of exceptional, top notch service to the clients. Julie is enthusiastic about helping clients implement their financial plan, insurance plan, and/or investment planning needs. Julie also focuses on providing support on an organizational level. She graduated from the University of Maryland, Robert H. School of Business with a Bachelors degree in Marketing in 2004. Julie has taken on many roles and gained extensive knowledge in all areas of the industry throughout the years. She currently holds her Series 65 Investment License and State of Maryland Life and Health Insurance License.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6025 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Jquinn@psgplanning.com
William L. Perryman, Client Relationship Manager
Bill Perryman joined the team at Planning Solutions Group in August 2010 as the dedicated Client Relationship Manager for partner, Larry Briskin. In this role Bill provides exceptional service to clients of the firm. He has been in the financial services field since 2005. Bill's previous experience includes Associate Financial Advisor with a private wealth practice at Ameriprise Financial. Bill has a degree in Finance and currently holds his Series 7 and 66 Licenses. He is a CFA Level 1 Candidate. Bill resides in Howard County, Maryland with his wife Kristen, and two daughters Sienna and Kendall
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6016 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Wperryman@psgplanning.com
Bill Perryman joined the team at Planning Solutions Group in August 2010 as the dedicated Client Relationship Manager for partner, Larry Briskin. In this role Bill provides exceptional service to clients of the firm. He has been in the financial services field since 2005. Bill's previous experience includes Associate Financial Advisor with a private wealth practice at Ameriprise Financial. Bill has a degree in Finance and currently holds his Series 7 and 66 Licenses. He is a CFA Level 1 Candidate. Bill resides in Howard County, Maryland with his wife Kristen, and two daughters Sienna and Kendall
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6016 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Wperryman@psgplanning.com
Shieva Rajaee, Client Relationship Manager
Shieva Rajaee joined the team at Planning Solutions Group in April 2011 as the Client Relationship Manager for two of the planners, Roy Dixon & Greg Armstrong. Her role involves providing exemplary service to the clients of the firm. She graduated from Towson University’s School of Business and Economics with a Bachelor’s degree in Finance in 2010. She currently holds her Life & Health insurance license and will be sitting for the Series 7 in December.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6007 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Srajaee@psgplanning.com
Shieva Rajaee joined the team at Planning Solutions Group in April 2011 as the Client Relationship Manager for two of the planners, Roy Dixon & Greg Armstrong. Her role involves providing exemplary service to the clients of the firm. She graduated from Towson University’s School of Business and Economics with a Bachelor’s degree in Finance in 2010. She currently holds her Life & Health insurance license and will be sitting for the Series 7 in December.
Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6007 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Srajaee@psgplanning.com