Robert Hayes Carson

Robert Hayes Carson, MBA, Managing Partner

Robert has been a financial planner to the affluent since 1993. He specializes in providing comprehensive financial planning solutions to individuals and business owners. His primary focus is to provide advanced strategies for estate preservation, business succession planning, and asset management.In addition to his focus on clients, he also oversees a group of financial planners and an administrative support team for Planning Solutions Group. In 2001, the partners nominated Bob to act as the Managing Partner for the firm.
As the Managing Partner, Bob leads the strategic direction of the firm and implements new business initiatives to improve PSG’s planning, client service, and communication. Bob is a two-time winner of the Five Star Wealth Manager Award and has been featured as a guest speaker at the Lincoln Financial advisors Planning Forum and the Triad Advisors National Conference.
In addition, Bob is sought out as a trusted advisor by several CPA firms, attorneys, and banks to offer sophisticated planning strategies to their affluent clients.Bob earned his Bachelors degree in Accounting from the University of Baltimore. He received his Masters of Business Administration from the same institution. He lives in Howard County Maryland with his wife and 2 children.Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6001 • Toll Free 888.740.3501 • Fax 301.543.6030
Email RCarson@psgplanning.com
Timothy J. Kvech

Timothy J. Kvech, CMFC, Partner

Tim has been a Financial Planner since 1991 and is a member of the Financial Planning Association (FPA). He is also a Chartered Mutual Fund Counselor (CMFC) and specializes in providing advanced estate planning strategies, business succession solutions, and objective wealth management advice to business owners and high level executives, with specific expertise in the automobile industry. Tim is sought out as a strategic partner by several accounting firms to provide comprehensive financial planning solutions to their top clients.
He has been a featured speaker at automobile dealer association meetings both locally and nationally over the years, including 20 group meetings. Tim is an active member of the Maryland New Car and Truck Dealers Association and Washington Area New Automobile Dealers Association.Tim was recognized as a 2012 and 2013 Five Star Wealth Manager and has been named again in 2014 as a Five Star Wealth Manager, featured in Baltimore Magazine.
He is a graduate of Mount Saint Mary’s College where he earned his bachelors degree. As an active member of his community, Tim has been a Western Howard County youth soccer coach for many years. In 2008, he began the Strongheart Foundation which supports families dealing with cancer as well as promoting self confidence and physical fitness for children and young adults.Maryland Office: 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
Phone 301.543.6002 • Toll Free 888.740.3501 • Fax 301.543.6030
Email Tkvech@psgplanning.com