Robert B. Dunn, President of Private Wealth Management Group LLC., has always seen this profession as a calling. His problem-solving acumen and his commitment to caring and excellent service have earned him a strong and loyal clientele. Bob's greatest satisfaction comes from making a difference in the lives of his clients at the key transition points where they most need a trustworthy, competent and caring advisor.
As a Certified Financial Planner (CFP), Bob devotes much of his time working with clients on their overall life goals. With Bob, clients determine what money means in their lives and how they can effectively use their wealth to bring their goals to fruition. He is devoted to helping clients achieve financial success and independence to support their next phase and make their "spending years" abundant. He is especially adept at helping people see through the fog of information to focus on what's important. Bob specialized in estate, tax and retirement planning. He enjoys coordinating the client's ambitions and resources with his knowledge to fulfill current and future family legacy objectives.
Bob is a member of the Mercer County Estate Planning Association, the Financial Planning Association and the National Association of Personal Financial Advisors.
Bob came into the financial advisory business in 1999; his previous career was transitioning a half vacant wine and grocery store into a high touch, high-end gourmet and wine store. The business grew 10 fold to about $4 million in annual sales and the owners, staff and neighborhood were grateful for the transition. Bob and his wife Stephanie live in Sergeantsville, NJ and are proud parents of their two beautiful boys, Bode and Ty.
Bob specializes in estate, tax and retirement planning. He enjoys coordinating the client’s ambitions and resources with his knowledge to fulfill current and future family legacy objectives.
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.