Phoenixville, PA Office

Zachary Halvonik is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and previously worked at Charles Schwab and in roles at LedgeRock Golf Club and Bristol Harbour Lodge and Golf Club. Outside of advising, he has experience managing client interactions and planning processes through his role at Premier Planning Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Michael Polin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Ameritas Investment Company, LLC dating back to 2006. In addition to his advisory work, Polin is involved as a partner in a marketing organization and holds a license as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the Director of Wealth Management at Premier Planning Group, Inc., where he has been involved in financial guidance and advisory services since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement plan consulting through a combination of model portfolios, third-party sub-advisers, and custom strategies.

James Hower Jr. is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds a Series 63 designation and has worked with Ameritas in various capacities since 2006. Additionally, Hower serves as president of H & M Financial Group Inc and agent with Premier Planning Group, both of which he has been involved with since 1998. He is also vice president of a business networking group, BNI Networkers. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers and maintains affiliations with Ameritas affiliates to deliver integrated financial solutions.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with various Ameritas entities since 2006 and operates Premier Planning Group, where he is a 50% shareholder and agent. He is also involved as a partner in Premier Planning Partners, LLC, a marketing organization. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management through various programs, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has worked with various Ameritas entities since 2006 and has operated Premier Planning Group since 1993, where he is also licensed as an Independent Insurance Agent selling fixed insurance products. Additionally, he is a partner in Premier Planning Partners, LLC, a marketing organization focused on collaborative idea sharing. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house models, third-party subadvisers, and integrated solutions aligned with Ameritas affiliates.