Meet Our People

Robert has been a financial planner to the affluent since 1993. 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.  

[Meet Robert ]

Don is a financial advisor and frequent speaker/ educator who has been in practice since 1987. He empowers high net worth professionals and business owners to overcome their financial challenges.

[ Meet Donald ]

Tim has been a Financial Planner since 1991. Tim is a Chartered Mutual Fund Counselor (CMFC) and specializes in providing advanced estate planning strategies, business succession solutions and objective investment planning advice to business owners with specific expertise in the automobile dealer industry.

[ Meet Timothy ]

Larry holds the professional designations of Certified Financial Planner (CFP) and Chartered Mutual Fund Counselor (CMFC) and has had great success as an individual planner in the Washington, DC area for over 20 years.  Along with his impressive career as a financial planner, and extensive knowledge of investment planning, 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

[ Meet Larry ]

As the Director of Investments for Planning Solutions Group, Jon will be working to provide innovative investment planning strategies to our clients.

Jon has extensive experience in the financial services industry. For the past five years, he has provided investment advice to an institutional client base consisting of large asset management and mutual fund companies, state retirement funds and hedge funds.

[ Meet Jon ]

Patricia has over 8 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 in Bethesda, MD where she assisted with investment planning case as well as providing leadership and oversight to the support staff.

[ Meet Patricia ]

As Investment Analyst, Heather provides comprehensive support for the investment planning process and implementation. She interacts with various investment service departments to resolve client issues and assists the Director of Investments.

[ Meet Heather ]

Semehar assists with financial plan design in the areas of estate, business succession, investment, and retirement. Prior to joining PSG, Semehar was the Director of Financial Planning for a top-producing financial planning practice in Bethesda, MD. 

[ Meet Semehar ]

As a family wealth advisor, Chris works with affluent professionals, top executives and successful business owners to help them achieve financial independence.

[ Meet Christophe ]

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.

[ Meet Roy ]

Neal has over 10 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.

[ Meet Neal ]

Kevin has been in the financial services industry since 2000. Kevin's practice helps to empower successful professionals, top executives and business owners as they work to achieve financial independence. He specializes in providing solutions in the areas of business owner planning, investment planning, retirement planning, college funding, estate planning and business succession issues.

[ Meet Kevin ]

As a Financial Planner, Greg helps meet the needs of business owners, executives and professionals throughout the Baltimore/Washington area. Prior to joining Planning Solutions Group, Greg worked with New England Financial and received Rookie of the Year in 2005.

[ Meet Gregory ]

As a financial planner with over 30-years experience in the financial services industry, Joe is committed to assisting his clients as they work to meet their financial goals. He is a frequent speaker at associations and colleges throughout the greater Baltimore/Washington area on investment, estate planning and business succession strategies.

[ Meet Joseph ]

Bill has over 10 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.

[ Meet William ]

Lisa has over 25 years experience in the insurance and financial planning industry. She currently provides dedicated support to the Planning Solutions Group in the area of insurance services.

[ Meet Lisa ]

As the Operations Assistant, Rebecca’s primary responsibility is to provide comprehensive support to PSG in the areas of financial reporting, special projects, and compliance. She tracks current business and addresses compliance topics with the PSG team.

[ Meet Rebecca ]

As the Client Relationship Manager for two of the four partners of Planning Solutions Group, (Bob Carson & Tim Kvech), Rebecca's goal is to provide exemplary service to the clients of the firm.

[ Meet Rebecca ]

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. 

[ Meet Maria ]

Laura has been in the financial services industry since 1978. She currently provides administrative support for the investment planning process and implementation. She interacts with various investment service departments to resolve client issues and assists our Director of Investments and Investment Analyst.

[ Meet Laura ]

Laurene is the office facilitator for Planning Solutions Group.

[ Meet Laurene ]