Executive Planning Group - A Division of Wienken and Associates - Harrisburg, Pennsylvania

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Louis F. Grammes,
CLU, CFBS
 




Louis F. Grammes, CLU, CFBS is a Certified Family Business Specialist with Massachusetts Mutual Life Insurance Company located in Camp Hill, Pennsylvania. He has thirty-eight years of experience counseling his clients in insurance strategies, wealth preservation, business succession and selective benefit plans. Working with his client’s advisors, he is known for being a highly creative professional in the development of business succession plans and wealth preservation techniques. Lou’s clients include some of the most successful business and professional people in Central Pennsylvania and the Mid-Atlantic states.

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Marci Trainor, CLTC




Marci Trainor, CLTC is a graduate of Iowa State University and the University of Redlands with a Master of Arts in Management. She has been affiliated with Wienken & Associates since 1995 and enjoys helping clients through the planning process by always educating them to better understand the various financial options available to them. She has devoted her recent study to understanding the unique financial risks that senior citizens face, and the various options available for dealing with those risks.

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Ty Trainor, CFP®, CLU



Ty Trainor, CFP®, CLU  holds undergraduate and graduate degrees in business, and has been with Wienken & Associates since retiring as a U.S. Marine colonel in 1995.  His practice emphasizes comprehensive financial planning and consulting for indviduals and small businesses.  He focuses on capital accumulation; capital protection and income during retirement; as well as estate planning and charitable gifting.

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Drew Wadsworth, CFP®, ChFC®


Drew Wadsworth, CFP®, ChFC® has 10 years of experience providing his clients with comprehensive solutions to their financial planning needs.  Drew specializes in small business retirement plans, fee-based managed account portfolios, wealth preservation strategies, and wealth transfer strategies.  He holds both the FINRA Series 7 and Series 66 registrations. 

Drew is currently a board member of the Estate Planning Council of Cumberland County.


Drew is a graduate of Pennsylvania State University and holds a B.S. in Business Logistics.  He served as a Marine Corps officer following graduation before joining Wienken & Associates in 1999.  His wife Jennifer is a math teacher in the Carlisle Area School District.


 

 

 


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 Ed Trainor
 Upon Graduation from Pennsylvania State University and after spending four and a half years as a Marine infantry officer, Ed began his career in the New York Metro area during 2004 working in the medical field.  On January 1, 2009, Ed joined Excutive Planning Group and is focusing his practice on meeting the needs of selected professionals within the New York Metro area.  He holds both the FINRA Series 7 and Series 66 registrations along with life insurance licenses for New York, New Jersey, Pennsylvania, Ohio, Colorado and Georgia.  Contact Number: (914)262-0416.





 

Executive Planning Group: Partners
A DIVISION OF  UFinancial
Securities, investment advisory, and financial planning services offered through registered representatives of MML Investors Services, Inc.,
member SIPC (www.sipc.org), 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011, (717) 760-5342 or (717) 763-7365. 
Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.

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