Our Team

Franklin Banfer

FRANKLIN A. BANFER II

President, CFP®, ChFC, CLU, Registered Investment Advisor

Mr. Banfer has been in the financial planning field for over 30 years. He has a degree in Business Administration from Penn State and a B.S. in Finance. He holds a Certified Financial Planner certification as well as a Chartered Life Underwriter and Chartered Financial Consultant designation from the American College, and numerous insurance and securities licenses. Mr. Banfer has written a number of books and articles on financial planning and taught courses for over 20 years.

Bret Reitnauer

BRETT M. REITNAUER

Administrative Representative

Brett has been with Asset Planning Group since June 2000.  Brett obtained an Associates Degree in Accounting and currently holds Series 6 and 63 licenses.  Brett is responsible for client relations, administration of all client transactions from beginning to end and routinely addresses client concerns and questions.  He oversees all transfers, applications, account maintenance, plan preparation and other issues as they arise.

Karen Gojermac

KAREN GOJMERAC

Office Manager

Karen provides administrative support to the president of Asset Planning Group, Inc.  She is responsible for routing incoming calls to the appropriate person, handling general inquiries, greeting clients, and scheduling appointments.  She also is responsible for updating clients’ personal information, processing all outgoing mail, and ordering office supplies.

Connie Cernic

CONNIE CERNIC

Administrative Assistant

Connie provides support to the Office Manager.  She updates and verifies client investment and insurance information.  She also is responsible for processing incoming mail and gathering documents, files and reports for each day’s appointments.