Our advisors

A J Jugan

A J Jugan

CFP®

Private Wealth Advisor

Managing Partner of Premier Wealth Partners
Learn more about A J Jugan Visit A J Jugan's website
Jeffery C Suhayda

Jeffery C Suhayda

CRPC®, APMA®

Financial Advisor

Learn more about Jeffery C Suhayda Visit Jeffery C Suhayda's website
Jason Short

Jason Short

CRPC®

Financial Advisor

Managing Partner of Premier Wealth Partners
Learn more about Jason Short Visit Jason Short's website
Brian Stumpf

Brian Stumpf

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Stumpf Visit Brian Stumpf's website
Antonio Aiello

Antonio Aiello

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Antonio Aiello Visit Antonio Aiello's website
Lisa Brooks

Lisa Brooks

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lisa Brooks Visit Lisa Brooks's website
David W Headrick

David W Headrick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David W Headrick Visit David W Headrick's website
Michael David Headrick

Michael David Headrick

Financial Advisor

Learn more about Michael David Headrick Visit Michael David Headrick's website
Myles Clements

Myles Clements

APMA®

Financial Advisor

Learn more about Myles Clements Visit Myles Clements's website
Barry W Courson

Barry W Courson

CFP®, APMA®, AAMS®

Financial Advisor

Learn more about Barry W Courson Visit Barry W Courson's website
Joel Jerome Anderson

Joel Jerome Anderson

MBA, APMA®

Financial Advisor

Learn more about Joel Jerome Anderson Visit Joel Jerome Anderson's website
John Norman

John Norman

CRPC®, APMA®

Financial Advisor

Learn more about John Norman Visit John Norman's website
David Salgarolo

David Salgarolo

CFP®, CRPC®

Financial Advisor

Learn more about David Salgarolo Visit David Salgarolo's website
Lester Clark

Lester Clark

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lester Clark Visit Lester Clark's website
Brett Clark

Brett Clark

CFP®

Financial Advisor

Learn more about Brett Clark Visit Brett Clark's website

Our team

Pamela Livenspire

Pamela Livenspire

Office Manager

Cassidy Graham

Cassidy Graham

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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Chris Nickelson

Chris Nickelson

Financial Planning Specialist

Megan Ross

Megan Ross

Client Service Specialist

Maggie Vining

Maggie Vining

Operations Manager,

Client Relationship Manager

Personal Intro

In Maggie’s free time, she likes to spend time with her daughter Olivia and husband Dave. She also enjoys running and reading.

Qualifications

  • Bachelor of Arts in Psychology and Social Work -- California University of PA
  • Maggie has been in the finance industry for 4 years

Roles & Responsibilities

  • Manage the daily operations of our team members on the Scheduling, Prep, Follow-Up and Investment teams
  • Lead and oversee the development of teamwide systems
  • Manage Human Resources needs for our team as well
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Nate Larson

Nate Larson

Financial Planning Analyst

Ashley Hill

Ashley Hill

Client Service Specialist

Personal Intro

In Ashley’s free time, she loves to be outside! She and her family have a camp in the mountains, and one at the lake. During weekends, she, and her family love to go side by side riding and boating. Ashley also loves to feed her excessive habit of online shopping.

Qualifications

  • Bachelor of Science in Human Resources -- Southern New Hampshire University

Roles & Responsibilities

  • Lead Scheduler
  • Client Concierge
  • Premier Wealth Partners Culture Club ambassador
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Jennifer Sherback

Jennifer Sherback

Client Service Specialist

Personal Intro

Jennifer enjoys spending time with her family, hiking/exploring new areas, skiing, beach trips, playing with her dog and watching a great TV series.

Qualifications

  • Master of Occupational Therapy -- Duquesne University
  • Bachelor of Science in Health Sciences -- Duquesne University
  • After a successful 20+ years as an occupational therapist, Jennifer transitioned into the financial world in 2021 to explore new interests and skills

Roles & Responsibilities

  • Lead client follow up
  • Handle all aspects of project management
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Kellie Lynch

Kellie Lynch

Client Service Specialist

Personal Intro

Kellie enjoys being outdoors and staying active by traveling, skiing, boating, hiking, playing sports and working out. She also loves curling up to read and relax.

Qualifications

  • Bachelor of Science in Business Administration with a concentration in Economics and a double minor in Spanish and Statistics – California University of PA

Roles & Responsibilities

  • Prepare initial agendas and reports for client meetings
  • Facilitate communication between team members to ensure completion of tasks
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Gloria Stultz

Gloria Stultz

Client Service Specialist

Danielle Lowery

Danielle Lowery

Client Service Specialist

Barbara Arend

Barbara Arend

Operations Manager,

Client Relationship Manager

Personal Intro

Besides spending time with her husband, Matthew and cat, Grayson, Barbara likes to go to estate and tag sales, as well as farmers’ markets and church festivals. She is an avid reader and she crochets. Barbara is the genealogist in the family. Her family tree on Ancestry.com has over 12,300 people.

Qualifications

  • Master of Telecommunications Management and Public Administration
  • Bachelor of Arts in Radio & Television Programming & Production
  • Before starting with Ameriprise, Barbara worked for more than 20 years in the management, education and media industries as a producer/director
  • Barbara has been with Ameriprise for more than 12 years
  • Barbara is a notary public

Roles & Responsibilities

  • Runs the day-to-day operation for advisors Tony Aiello & Lisa Brooks, including staff training and supervision
  • Prepare before and follow up after client meetings
  • Work directly with clients as a primary contact for her advisor team
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Jillian Somerville

Jillian Somerville

Client Service Specialist

Personal Intro

Jillian’s hobbies include cooking, playing music and spending time with her son.

Qualifications

  • Bachelor of Arts in Education -- Liberty University
  • 1 year of experience with Ameriprise

Roles & Responsibilities

  • Assist with meeting prep
  • Schedule client appointments
  • Assist with client questions and support her team in any way she can
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Michelle Petrella

Michelle Petrella

Client Relationship Manager