The Team

Premier Wealth Partners

We look to provide comprehensive financial care to help our clients with their wealth management strategies. We believe our approach starts with your dreams and goals, not just numbers. Our team has experience helping clients with the complexities of wealth management and customized financial planning. We work to achieve this by utilizing consistent, disciplined processes and strategies.

Our Advisors

Lisa Brooks

Lisa Brooks

Financial Advisor

More about me...

Contact

lisa.a.brooks@ampf.com

412.837.1050

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

B.S. Mathematics, 1993, The Pennsylvania State University, University Park, PA

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Antonio Aiello

Antonio Aiello

Private Wealth Advisor

More about me...

Contact

antonio.c.aiello@ampf.com

412.837.1050

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

B.S., University of Pittsburgh, 2000
CA Insurance #0G33858

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Jason Short

Jason Short

Financial Advisor

More about me...

Contact

jason.j.short@ampf.com

412.922.7700

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

Bachelor of Science in Business Administration, Robert Morris University, Bachelor of Science in Marketing, Robert Morris University

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A J Jugan

A J Jugan

Private Wealth Advisor

More about me...

Contact

andrew.m.jugan@ampf.com

412.922.7700

Designations

CRPC®, CFP®, CFS®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Bachelor of Science, Finance, The Pennsylvania State University, University Park, Minor, Economics, The Pennsylvania State University, University Park
CA Insurance #0L49606

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Jeffery C Suhayda

Jeffery C Suhayda

Financial Advisor

More about me...

Contact

jeffery.c.suhayda@ampf.com

412.733.3999

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

BS Bachelor of Sciences in Marketing, Robert Morris University, Moon TWP., PA

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Jeffrey J Kairis

Jeffrey J Kairis

Private Wealth Advisor

More about me...

Contact

jeffrey.j.kairis@ampf.com

412.733.3999

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

Bowling Green State University
CA Insurance #0E28219

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David W Headrick

David W Headrick

Financial Advisor

More about me...

Contact

david.w.headrick@ampf.com

412.733.3999

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies

Education

BS Bachelor of Science in Business Administration, Robert Morris University, Moon TWP., PA

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David B Luther

David B Luther

Financial Advisor

More about me...

Contact

david.b.luther@ampf.com

412.733.3999

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Our Staff

Barbara Arend

Barbara Arend

Office Manager

Chris Nickelson

Chris Nickelson

Financial Planning Specialist

More about me...

Contact

412.922.7700 Ext. 262

Sue Soergel

Sue Soergel

Client Service Specialist

More about me...

Contact

412.922.7700 Ext. 222

Debby Perry

Debby Perry

Client Service Specialist

More about me...

Contact

412.922.7700 Ext. 266

Michelle Petrella

Michelle Petrella

Client Relationship Manager

More about me...

Contact

412.733.3999 Ext. 201

Jennifer Green

Jennifer Green

Client Service Coordinator

More about me...

Contact

412.733.3999 Ext. 200

Kaitlyn Renken

Financial Planning Specialist

More about me...

Contact

412.922.7700 Ext. 203

Maggie Durr

Client Concierge

Office Manager

More about me...

Contact

412.922.7700 Ext. 207

Myles Clements

Client Service Specialist

More about me...

Contact

412.922.7700 Ext. 277