Premier Wealth Partners

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Team photo for Premier Wealth Partners

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Advisors

Advisor photo for David W Headrick

David W Headrick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David W Headrick's website
Advisor photo for Michael David Headrick

Michael David Headrick

CRPC

Financial Advisor

Visit Michael David Headrick's website


Team

Elizabeth Sloan

Elizabeth Sloan

Client Service Specialist

Personal Intro

Liz enjoys cooking, listening to audiobooks, camping, and spending time with her family and friends.

Qualifications

  • Bachelor of Arts in Journalism with a minor in Sociology from Indiana University of Pennsylvania
  • She has been in the industry for 3.5 years, 1 of those years with PWP.

Roles & Responsibilities

  • Maintaining high performance levels for service-related processes, and implementing improvement activities wherever necessary
  • Ensuring that systems, procedures, and methodologies are in place to support outstanding service delivery
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Gloria Stultz

Gloria Stultz

Client Service Specialist

Cassidy Norman

Cassidy Norman

Marketing Manager

Personal Intro

Cassidy enjoys spending time and travelling with her husband, John and their beagle mix puppy, Chloe. On the weekends you can find Cassidy either trying a new local restaurant or entertaining family and friends.

Qualifications

  • Bachelor of Arts in Public Relations & Bachelor of Arts in Digital Design with a minor in Marketing, Waynesburg University.

Roles & Responsibilities

  • Work with advisors to develop, implement and manage tailored marketing strategies for their individual practices
  • Optimize client experiences for current clients and prospective clients of Premier Wealth Partners
  • Partner with advisors to manage client events and discover new business opportunities
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Bailey Paris

Bailey Paris

Office Manager