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®
Ryan is a CERTIFIED FINANCIAL PLANNER®, Senior Wealth Advisor, and partner at Private Wealth Management Group. 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 joined Private Wealth Management Group in 2006. 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.
Why it Matters…
Having spent over ten years in the financial services industry, Ryan brings knowledge and experience in his approach to financial planning. During his time at Vanguard, Ryan discovered that the majority of individuals and families do not have a firm understanding of how to properly manage an investment portfolio. While Ryan valued his time at Vanguard, he was looking for the opportunity to develop more personal and long term relationships with clients. Ryan knows that money has the potential to tear apart relationships (families, marriages, friendships, etc.) He finds it tremendously rewarding to be able to relieve families of the burden associated with properly managing their finances. This allows people to enjoy their lives.
Growing up playing games and puzzles with his family, Ryan enjoys thinking through problems and seeing how different pieces fit together. As a person with a calm and even keeled personality, he is good at listening to people and providing thoughtful responses to their questions. Ryan feels that sound financial planning and financial management can truly make a difference in people’s lives and in the lives of their families.
Outside of the office, Ryan enjoys golfing and volunteering his time as treasurer of the board 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.
“I feel like I get to be involved in the lives of my clients. I treasure the relationships I have with my clients.” -Ryan Vogel, CFP®
Kathleen M. Biesiadecki
For more than 25 years Kathy has had a career in the financial services industry. She served as Branch Manager for a large, regional bank prior to joining Private Wealth Management Group in 1994. As Office Manager Kathy wears many hats. From managing all office operations to planning client events to assisting the financial planners in providing excellent client service, Kathy finds her responsibilities both challenging and incredibly rewarding.
At Private Wealth Management Group we dive deeper to get to know our clients and as a result they get to know us too. When we celebrate the most joyful moments with our clients, like the birth of a grandchild, and when we ease their burdens by liaising with Social Security or Insurance Companies, Kathy is reminded that she is proud to part of the team at Private Wealth Management Group. She values the opportunity to help people reach their financial goals and discover what brings joy to their lives.
Kathy received a BS from Mount St. Mary’s University. She is married and has two children in college. She enjoys trying new restaurants, hiking with her family, gardening, reading 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.
One of the greatest sources of satisfaction in my position at Private Wealth Management Group is to actively learn the art of being a good advisor from two fantastic mentors. Working with and for Bob Dunn and Ryan Vogel helps me to learn that being an advisor is not just about having experience and knowledge, but about having compassion and truly caring for the wellbeing of our clients.
On a day to day basis Ryan Dunn works closely with Bob Dunn and Ryan Vogel, the Senior Wealth Advisors, to help ensure that all of our clients’ plans and goals are executed and monitored properly. Ryan has the knowledge and skills to service all client accounts as well as provide answers to questions that clients may have. As a Registered Paraplanner®,Ryan prepares financial plans, supports in gathering the information for those plans, participates in portfolio investment discussions and communicates with our custodian, Charles Schwab, to ensure that all paperwork and information is being submitted in a timely and organized fashion. Ryan’s passion for organization, detail and learning make him a wonderful asset to the client services team at Private Wealth Management Group.
Ryan earned Bachelor’s Degree in Finance from Rider University and has been working for Private Wealth Management Group for four years. He received his Paraplanner® designation, is a licensed Investment Advisor Representative (Series 65 license) and is looking to start his work towards the CFP® designation in the near future. In his spare time, Ryan enjoys golfing, snowboarding, staying active and spending time with his girlfriend, Alexa.