Your Premier Estate Planners Team
Donald P. Carnaghi, RFC, CEP
Don has been serving individuals and families as a financial advisor since 1985. As a founding partner of Premier Estate Planners, he has positioned the firm to coordinate their wealth management services with a network of financial, tax, and legal professionals. This comprehensive one-stop-shop approach assures service that delivers financial independence during uncertain times.
Don’s enthusiasm for continuing education helps him keep the company abreast of changing tax and legislative issues that relate to estate, financial and tax planning.
Don is a Registered Financial Consultant (RFC) and was also accepted into the National Council of Certified Estate Planners (CEP) after completing their national program.
As a financial advisor for over twenty-five years, Tom has educated numerous retirees and those nearing retirement, towards financial stability and independence. Tom works with his clients to accumulate and preserve wealth by developing and implementing complex financial and estate plans, investment management, advisory services, and long-term care planning.
Tom completed a rigorous certification program through the National Institute of Certified Estate Planners (CEP) and has been a member of the organization since 2002. The Certified Estate Planner™ designation is nationally recognized as the standard for estate planning excellence.
Recently, Tom has achieved his National Social Security Advisors certificate to help retirees select the best time to access Social Security benefits.
Premier Estate Planners, LLC is a Registered Investment Advisory firm in Michigan specializing in bringing value to clients through a comprehensive wealth management process.
Kevin A. Carnaghi, Financial Advisor
Kevins primary role is working daily to monitor and maintain client accounts. Kevin is responsible for portfolio research and analysis to help facilitate rebalancing client portfolios. As an Independent Advisory Representative (IAR), Kevin is now supporting the management of our client relationships including client meetings and developing recommendations. Kevin is very instrumental in communicating with custodians and TPIAs when helping our clients meet their technology challenges. He also supports our CCO by maintaining our monthly compliance requirements.
Marissa A. Grasso
Marissa holds a degree in Communication and Public Relations from Oakland University. Marissa will now be responsible for maintaining and updating all client services and controlling all social media platforms at Premier. She will coordinate all incoming transfers, communicating regularly with those companies and also managing daily appointment scheduling within the office. For any service request or account assistance please feel free to contact Marissa.