Bob Dunn lives in a world where nothing is out of reach. He believes in setting your sights high constructing definitive and ambitious goals and steadily moving toward them.
Bob is, first and foremost, a family man. His desire to improve the lives of everyone around him is evident in his dedication to his family, clients, co-workers and local charities. As President and Managing Partner of Private Wealth Management Group, Bob’s conviction to excellence and integrity leaves no doubt where his clients stand in the relationship, first.
Sometimes it can be difficult to pinpoint the elements that will make a person feel wealthy. Bob takes great pleasure in helping each individual discover and achieve their definition of wealth. Through empathy and humility Bob guides a process that will help determine the values that will lay the course for every plan he prepares.
Prior to Private Wealth, Bob was in the hospitality business. He was fortunate to have had the opportunity to guide a dedicated team of faithful locals in turning a half vacant grocery store into a bustling, high-end, gourmet food and wine store. Through their mutual efforts the business grew 10 fold in 4 years and became a hub and destination for the Greater Princeton, New Jersey area.
Bob and his wife, Stephanie, are proud parents of two boys; Bode and Ty. They all enjoy skiing, team sports and their local park. Bob stays very active in his boys’ athletic activities as head coach for multiple teams. Bob also enjoys cycling the beautiful roads of Hunterdon County, New Jersey.
Bob’s professional affiliations include service on the Advisory Board for the Bank of Princeton, New Jersey and membership to the following organizations: Mercer County Estate Planning Council, The National Association of Personal Financial Advisors (NAPFA/Fee-Only Advisors) and The Financial Planning Association (FPA).
Ryan M. Vogel, CFP®
Mr. Vogel is a CERTIFIED FINANCIAL PLANNERTM and has spent over ten years working in the financial services industry. After graduating from Muhlenberg College, with a Bachelor of Arts degree in Business and a minor in History, Ryan chose to work for The Vanguard Group at their headquarters in Malvern, PA. During Ryan’s tenure at Vanguard, he served in several different client facing roles including investment education and High Net Worth client services. Ryan decided he wanted to pursue Financial Planning as a career so he could help people feel more at ease in regards to their finances. He became more involved with the financial planning process at Vanguard when he moved from client services to working with Vanguard's Financial Planning team.
While Ryan enjoyed his time with Vanguard, he was looking for an opportunity to develop more personal and continuous relationships with clients. This desire led him to join the team at Private Wealth Management Group, LLC. Ryan is now a Senior Wealth Advisor and a partner in the firm. In addition to developing financial plans and communicating with his clients, Ryan leads the firm’s investment committee and is also responsible for overseeing performance reporting and trading operations.
Outside of the office, Ryan enjoys golfing and volunteering his time as a trustee of Trinity Counseling Service, a local non-profit which provides mental health care services. Ryan lives in Newtown, PA with his wife Meaghan, their two sons Reid and Reece, and his basset hound Luna.
Kathleen M. Biesiadecki
Kathy has worked in the financial services industry for more than 25 years. She completed a Management Training Program and served as Branch Manager for a large, regional bank prior to joining Private Wealth Management Group in 1994. Kathy manages office operations, plans client events, and provides administrative support. She enjoys her client service role and feels that working at Private Wealth Management Group provides a wonderful opportunity to assist financial planners as they help clients reach their financial goals.
Kathy received a Bachelor of Science degree from Mount St. Mary’s University. She is married and has two children. She enjoys trying new restaurants, reading, hiking with her family, gardening, and spending time outdoors. Kathy is a volunteer with Interfaith Caregivers of Greater Mercer County.
William J. Dunn
Bill is a nationally recognized Financial Planner with clients throughout the United States. He is the founder and current consultant of Private Wealth Management Group, LLC, a U.S. Securities and Exchange Commission - Registered Investment Advisory firm. He was awarded the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), by the American College, Bryn Mawr, PA, upon completion of a number of college level courses and examinations in taxation, estate planning, investing, financial and retirement planning, insurance and financial planning for business owners.
Prior to founding Private Wealth Management Group, Inc., Bill spent three years as a financial planner with Halberstadt Financial Consultants, Inc., Princeton, N.J.. Previous to that for five years he was a financial advisor and consultant with a major national financial services firm. Earlier in his business career, after serving as a Captain in the U.S. Air Force, he founded and managed a multimillion dollar service corporation which he sold in 1988.
Bill views himself as both a financial planner and educator. He has appeared before large audiences through the NJ/NY Metropolitan area. He has provided in depth education in financial and retirement issues to employees of major Fortune 500 corporations such as Bristol-Myers Squibb, Educational Testing Service, American Home Products, Mobil Oil and Merck. Bill specializes in providing comprehensive guidance on TIAA/CREF retirement plans to professors and administrators at Princeton University, Rutgers University and the College of New Jersey. He has appeared on national television including appearances on CNBC.
Bill holds a Bachelor of Arts degree in Russian Studies from Syracuse University. His main hobbies are the study of foreign languages and watching his kids play soccer. He lives with his wife Roz and two children Ryan and Lesly in Hunterdon County, N.J.
Ryan Dunn is a Registered Paraplanner who has worked in the financial field for five years. Ryan’s interest in finance started when he was in college. As an accounting major he had the chance to dabble in some financial courses early in his college career. Towards the end of his sophomore year he realized he was more intrigued by the financial field. In the summer of his junior year he interned at Private Wealth Management Group and immediately knew he would enjoy financial planning. After college Ryan was hired by Private Wealth to come on as an assistant to the financial planners. Ryan has been a member of Private Wealth’s team for four years now. He has received his Paraplanner designation and is looking to start his work towards the CFP designation in the near future.
Ryan completed his bachelor’s degree from Rider University in finance. When not learning new things in the financial field, his other interests include golfing, playing volleyball and snowboarding.