MEET THE TEAM
Investing in People.
MEET THE TEAM
This eye-opening family experience instilled in Bill a resolute commitment to ensuring that individuals and families across the nation are equipped with robust financial strategies to protect their assets, secure their futures, and maintain their independence, regardless of life’s unforeseen challenges. Bill Beyer is a seasoned expert with over 15 years of invaluable experience in the industry. Fueled by a desire to provide unparalleled service and dedicated guidance, Bill transitioned from a tenure at a large corporate firm to create an independent advisory agency, driven by a passion for truly serving clients’ needs. Premier Planning Professionals, a distinguished national insurance and financial planning agency founded by someone who truly has lived through the experiences he now helps prevent.
Through a combination of expertise, integrity, and a steadfast commitment to client success, Premier Planning Professionals stands poised to redefine the paradigm of insurance and financial planning. Bill’s vision is not merely about securing financial stability but about empowering individuals and families to live their lives with confidence, knowing that their futures are safeguarded against the unexpected.
Outside of work, Stephanie is a devoted wife to Josh Kanoun and a proud mother of two girls. She is deeply involved in her local community, particularly through the Miracle League of Southeastern Connecticut, where she and her family support children with disabilities. Additionally, Stephanie has been an active member of the Ledyard/Gales Ferry “Buy Nothing” community since 2022, contributing to a sustainable and relationship-building gift economy.
BILL BEYER
Founder & President
Fiduciary Financial Advisor
Bill Beyer has always understood the grit and determination it takes to build a stable life. The son of blue-collar workers, he values the hard-working American. The genesis of Bill’s journey in the financial sector stems from deeply personal experiences within his own family. Witnessing the arduous six-year battle that his grandmother bravely fought against lymphoma was a catalyst for Bill’s mission. Seeing her journey, especially the unfortunate consequence of needing convalescent care that led to the depletion of her hard-earned assets and independence, profoundly impacted Bill’s perspective.
This eye-opening family experience instilled in Bill a resolute commitment to ensuring that individuals and families across the nation are equipped with robust financial strategies to protect their assets, secure their futures, and maintain their independence, regardless of life’s unforeseen challenges. Bill Beyer is a seasoned expert with over 15 years of invaluable experience in the industry. Fueled by a desire to provide unparalleled service and dedicated guidance, Bill transitioned from a tenure at a large corporate firm to create an independent advisory agency, driven by a passion for truly serving clients’ needs. Premier Planning Professionals, a distinguished national insurance and financial planning agency founded by someone who truly has lived through the experiences he now helps prevent.
Premier Planning Professionals stands as a testament to Bill’s unwavering dedication to offering personalized, client-centered financial solutions. The agency’s ethos revolves around empowering clients to navigate the intricate landscape of insurance and financial planning with clarity and confidence. With a wealth of industry insight and a strong foundation in compassionate service, Bill and the team at Premier Planning Professionals prioritize understanding each client’s unique circumstances. They craft tailored strategies aimed at safeguarding assets, optimizing investments, and fortifying financial security, ensuring that clients are well-equipped to navigate life’s uncertainties without compromising their hard-earned prosperity.
Through a combination of expertise, integrity, and a steadfast commitment to client success, Premier Planning Professionals stands poised to redefine the paradigm of insurance and financial planning. Bill’s vision is not merely about securing financial stability but about empowering individuals and families to live their lives with confidence, knowing that their futures are safeguarded against the unexpected.
At Premier Planning Professionals, Bill and the dedicated team are devoted to helping clients achieve their financial aspirations and preserve their legacies, embodying the belief that meticulous planning today leads to a more secure and fulfilling tomorrow.
BEN CARTER
PARAPLANNER
Ben, serves as a Paraplanner at Premier Planning Professionals, where he brings more than a decade of customer service experience and a strong dedication to helping clients achieve their financial goals. With a detail-oriented approach and a genuine commitment to excellence, Benjamin supports the advisory team in delivering personalized, high-quality planning experiences for every client.
Outside of work, Benjamin enjoys spending time outdoors—golfing, playing pickleball, snowboarding, camping, or fishing. Family is also a big part of his life; he values time spent with his nieces and nephew and his large family.
Ben plays a key role in the development and implementation of client financial plans. A valuable member of our planning team, he brings over a decade of experience in relationship-driven environments and applies a disciplined, analytical approach to every planning engagement. His work ensures that recommendations are well-researched, structured, and aligned with each client’s long-term objectives.
Ben collaborates closely with the advisory team to support portfolio design, case preparation, plan reviews, and ongoing planning maintenance—helping ensure clients receive thoughtful and consistent strategic guidance throughout their relationship with the firm.
Outside of his work in wealth planning, Ben enjoys being active outdoors—golfing, pickleball, snowboarding, camping, and fishing—and values time spent with his family, especially his nieces and nephew.
DAVID BELLISLE
Financial Advisor & Insurance Broker
ADAM DORINBAUM
Retirement & Insurance Specialist
Adam Dorinbaum is a dedicated retirement specialist with a passion for helping individuals and families map out a clear, confident path through retirement. Adam focuses on building thoughtful, customized plans that empower people to enjoy the next chapter of their lives with peace of mind and financial security. His mission is simple: to help as many people as possible achieve a fulfilling and well-prepared retirement.
Adam lives in Willimantic, CT with his wife and best friend, Kimberly. Together they share their home with two beloved dogs, a Black Lab named Raisin and a Yorkie named Chloe.
Family is at the heart of everything Adam does, a value deeply instilled in him by his greatest role model—his mother. Her kindness, unwavering support, and belief in putting family first continue to guide Adam both personally and professionally.
Outside of work, Adam enjoys quality time with Kimberly and his two adult children, Daniel and Sara. He shares many good memories with his family – like proposing to Kimberly while they were at Hilton Head, SC – and looks forward to more adventures traveling the world. When he’s not travelling, Adam enjoys a good mystery novel or cheering on his favorite New York teams, the Mets and the Jets.
CANDACE KIRCHNER
Retirement & Insurance Specialist
TIM FAVA
Retirement & Insurance Specialist
STEVE NOTARANGELO
Retirement & insurance specialist
BROOKE BELLISLE
Retirement & Insurance Specialist
Brooke Bellisle is dedicated to helping clients secure their financial futures with personalized retirement and insurance solutions. Licensed in 2024, Brooke is proudly following in her father’s footsteps in the financial industry, continuing a family tradition of service with integrity. She enjoys connecting with clients and finding what areas she can help with them.
Outside of work, Brooke enjoys relaxing at the beach, fishing, baking, and spending quality time with friends. She is a proud pet parent to Beau, a lovable Yellow Labrador known as Beau-beanie. An avid sports fan, Brooke supports the New England Patriots and the Boston Red Sox. Inspired by role model Camille Kostek, Brooke strives to be a positive influence to inspire young women.
TAYLOR THOMPSON
Retirement & Insurance Specialist
ERIC YEUNG
Retirement & Insurance Specialist
JESSICA YEUNG
Retirement & Insurance Specialist
Jessica Yeung is a local raised right in the heart of Southeastern Connecticut, growing up in New London, CT with her parents and siblings. Later in life, Jessica married her incredibly hardworking husband (also a retirement & insurance specialist) who have shared 20 years together and have 3 amazing children to complete their family. Jessica is a hardworking devoted wife and mother who manages to balance her work and family life in such a way that has allowed her to be very adaptive to busy lifestyles. She understands the curveballs life can throw at you, both financially and medically. After learning the diagnosis of her mother having stage 4 colon cancer, and not fully knowing what the future would hold for her, she realized the importance of how crucial financial planning truly is. Further inspiring her to make it her priority for helping others to precisely have a fundamental plan with a clear understanding of financial, retirement, life and health insurance.
Jessica is also a small business owner, having been in the spa industry for over 20 years. Jessica holds many licenses. She is a licensed cosmetologist, esthetician, makeup artist and massage therapist. Jessica takes great pride in customer service and gives her all to ensure each client she sees enjoy their service. Engaging closely to her client’s needs is her top priority, which comes naturally to her. She is compassionate and takes time to truly connect, allowing her clients to feel heard and understood. One thing about Jessica, she is always reaching for more professionally, taking this natural talent of hers to be able to succeed in the world of financials. Furthering her compassionate side, it is important to her to help direct and build her clients future and wealth preservation.
On her down time, Jessica’s passion is family time. she enjoys activities and making memories. She enjoys traveling to new and remembered places. The beach is her sanctuary. Long days at the beach with her kids is a must for the summer days. Jessica is also a diehard car enthusiast, a passion she shares with her husband. Whether it’s cars & coffee, big car events such as Monterey car week or Concorso Ferrari, to a simple car photoshoot, she doesn’t miss a thing. If it’s spent time with her family and friends, that’s what fills her heart with joy.
ANJULI BEYER
Co-FOunder & general Counsel