As the co-founder of Premier Planning Professionals alongside her husband, Bill, Anjuli has
played an integral role in building a firm centered on trust, personalized guidance, and lasting
relationships. As a devoted wife and mother, she understands the importance of creating
security for the people you care about most. That perspective continues to influence the
compassionate, relationship-focused culture that defines our firm today. Outside of the office,
Anjuli enjoys traveling, exploring new places, and spending quality time with Bill and their two
children.

A lifelong resident of Southeast Connecticut, Jessica has always valued family, hard work, and
serving those around her. Before joining the financial services industry, she spent more than 20
years as a small business owner in the spa industry, where she earned clients’ trust through
genuine care and attention to detail. Today, she brings that same commitment to helping
families create personalized financial strategies. Jessica and Eric, her husband and co-worker,
have spent more than 20 years together and share a love of going to the beach and car shows.

Britney is our Director of Operations, overseeing the planning and behind-the-scenes details that keep our company running smoothly. With a background in financial services, she understands the importance of protecting assets and helping families build financial security and stability. She brings organization, attention to detail, and genuine care with everything she does. Outside of work, Britney enjoys spending time with her girlfriend and two kids, exploring the outdoors, and finding new adventures.

Ryley is the Paraplanner and one of Insurance Specialists at Premier Planning Professionals, helping individuals and families protect what matters most. Working alongside his father, Bill, he proudly continues a family tradition of trusted, personalized financial guidance. Known for his approachable style and attention to detail, Ryley believes good advice starts with listening. He enjoys cars, motorcycles, baseball, and values time spent with family. Qualities that carry over into the way he treats every client relationship.

Adam’s mission is to help people feel more confident about the decisions they make today so
they can enjoy tomorrow with greater peace of mind. The values of kindness, compassion, and
putting others first were instilled in him by his greatest role model, his mother, and continue to
shape both his personal life and the way he serves clients. Adam lives in Willimantic,
Connecticut, where he roots for the Mets and Jets with his wife, Kimberly, and two dogs, Raisin
and Chloe.

Brooke believes every client deserves to feel heard, understood and supported for all of life’s
milestones. Licensed in 2024, Brooke is proud to follow in her father David’s footsteps,
continuing a family tradition built on integrity, trust, and putting clients first. Outside of the
office, she enjoys spending time at the beach and cheering for the Patriots and Red Sox
alongside her Yellow Labrador, Beau. Inspired by role model Camille Kostek, Brooke hopes to
encourage young women to pursue their goals and positively impact others.

Candice believes some of life’s greatest challenges can inspire us to make a difference in the
lives of others. With an MBA degree and 16 years of service as a volunteer firefighter and EMT,
she brings both professional knowledge and a lifelong commitment to helping others. She now
serves by helping families create strategies that protect both their health and financial future.
Candice enjoys competing in pool and spending time with her two dogs in Brooklyn,
Connecticut.

Although David earned a degree in electronics engineering, his career took a different path after
his mother’s courageous battle with breast cancer. That experience inspired him to pursue a
profession where he could help others protect what they’ve built amid life’s uncertainties. His
personal philosophy is simple: treat every client the way he would treat his own parents or
family. A lifelong Connecticut resident, David’s greatest joy is spending time with his wife, Carol,
their two daughters, and their grandson.

Steve’s passion for serving families was shaped by personal experience after watching his father
courageously battle Multiple Sclerosis and dementia for more than 30 years. His approach is
centered on providing care and empathy to help individuals and families navigate retirement.
Outside of work, Steve enjoys snowboarding, attending concerts and spending time with his
family, his wife Alex, and their dog, Axel.

Driven by a desire to make a meaningful difference, Tim transitioned into the financial services
industry to help individuals and families build confidence in their future. He believes preparing
today allows people to enjoy the moments that matter most. Guided by Proverbs 11:14, “Where
there is no guidance, a people falls, but in an abundance of counselors there is safety,” Tim aims
to guide the families he works with through every stage of life.

Born in New York City to immigrant parents from China, Eric grew up watching his family work
tirelessly to build a better life. Those early experiences, along with the values they instilled in
him, continue to shape the way he serves individuals and families today. He believes everyone
deserves the opportunity to prepare for the future with confidence and protect what they’ve
worked so hard to build. Eric and his wife, Jessica, who also serves as a retirement and insurance
specialist, are proud parents of three children.