Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Premier Planning Wealth Advisors
Team photo for Premier Planning Wealth Advisors

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Our advisors

Advisor photo for Adam Shelp

Adam Shelp

CRPC

Financial Advisor

Learn more about Adam Shelp Visit Adam Shelp's website
Advisor photo for Joe Houlihan

Joe Houlihan

Associate Financial Advisor

Learn more about Joe Houlihan Visit Joe Houlihan's website
Advisor photo for Peter D Shelp

Peter D Shelp

CFP®, ChFC®, CASL®, CRPC, AWMA®, CRPS

Private Wealth Advisor

Learn more about Peter D Shelp Visit Peter D Shelp's website


Our team

April Piazza

April Piazza

Administrative Assistant