We didn’t build Premier Wealth Management to be the biggest firm.
We built it to be the kind of place we wished existed when we were on the other side of the desk, approachable, honest, and rooted in real life.
So we stepped away from the noise. We started meeting people where they were. At their kitchen tables, coffee shops, and local offices. Simple, clear conversations that made sense. Those early clients became our community, and that same spirit drives us today.
Money is personal.
It’s not just about markets or spreadsheets. It’s about milestones. We believe financial planning should be:
Understandable.
No jargon, no lectures.
Collaborative.
You know your life; we know the numbers.
Ongoing.
Plans evolve, and your advice should too.
We’re not here to sell products. We’re here to build confidence. The quiet kind of confidence that lets you breathe easier
Our Process
1. Listen First.
We begin with a real conversation — no jargon, no judgment, no pressure. As fiduciaries, we are committed to acting in your best interest at all times. That starts with understanding what matters most to you. We want to know your goals, concerns, values, and vision for the future.
2. Build the Plan.
With your priorities at the center, we design a personalized strategy aligned with your timeline and comfort level. Our recommendations are thoughtful, transparent, and tailored and never one-size-fits-all. You’ll understand what we’re doing and why, every step of the way.
3. Keep It Working.
Life changes, and your plan should too. We provide ongoing guidance, proactive reviews, and adjustments to keep your strategy aligned as your goals and circumstances evolve. Financial planning isn’t one-and-done. It’s a long-term partnership built on trust and accountability.
Your Financial Team
We’re advisors, planners, and neighbors rooted in the communities we serve.
Our experience spans investing, retirement planning, insurance, and business strategy, but trust comes first.
We listen. We simplify. We follow through.
Because real advice should feel personal.
Sebastian N. Sullivan, CFP®, AIF®
President
Josh Cesare, AIF®, CPFA®
Director of Retirement Plans
Mark Steinhart, BFA™
Vice President
Rich McKee, Jr.
Financial Professional
Traci Shughart, CEO
Premier Wealth Management and Premier Network of Financial Advisors
Estrella Rivera-Martinez
Director of Client Services
Jennifer J. Steinhart
Director of Operations / Compliance Specialist
Hunter Shughart
Operations Associate
Jodi S. Greiner, MBL
Chief of Staff
Kristina Holloran
Director of Compliance / Advisor Services Liaison
Caden Collins
Operations Associate
Eric Sawyer, CFP®
Chief Planning Officer
Robin Mumma
Executive Assistant
Diana Corrigan
Executive Assistant
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