Mark Greim, CFP®, is the Director of Wealth Management at Premier Planning Group, Inc., where they have been formulating and monitoring detailed financial plans since 2016. Previously, Mark served as an Investment Service Advisor at Lincoln Investment from 2015 to 2016, focusing on assembling diversified portfolios and developing long-term client relationships. Their earlier experience includes roles as an Investment Officer and Operations Coordinator at The Haverford Trust Company from 2011 to 2015. Mark earned a degree in Business and Economics from Ursinus College in 2007.
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