Our Philosophy

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

Our Team

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

Our Service Values

  • Gratitude: Recognizing and appreciating the role we each play in our success.
  • Independence: Taking ownership of our roles and working together in decision-making.
  • Integrity: Choosing your actions based on values rather than personal gain.
  • Success: Achieving goals through perseverance despite the obstacles.
  • Health: Prioritizing physical, mental, spiritual and financial well-being.

Our Keys to Premium Client Experience

  • Experienced Advice
  • Meaningful Connection
  • Transactional Ease

Our advisors

A J Jugan

CFP®, CRPC

Private Wealth Advisor

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

Brian Stumpf

CFP®, CRPC, APMA

Financial Advisor

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

Antonio Aiello

CFP®, CRPC

Private Wealth Advisor

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

Lisa Brooks

CFP®, CRPC

Financial Advisor

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

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

CRPC

Financial Advisor

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

Barry W Courson

CFP®

Financial Advisor

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

John Norman

CRPC, APMA

Financial Advisor

Learn more about John Norman Visit John Norman's website

Jonathan Sweet

AAMS, APMA, AWMA℠, CRPC, CRPS

Financial Advisor

Learn more about Jonathan Sweet Visit Jonathan Sweet's website

Sherald Hill

APMA

Financial Advisor

Learn more about Sherald Hill Visit Sherald Hill's website

Kassandra Krason

AAMS, AWMA℠, APMA

Financial Advisor

Learn more about Kassandra Krason Visit Kassandra Krason's website

Ed Vallandingham III

CFP®, APMA, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ed Vallandingham III Visit Ed Vallandingham III's website

Brett Clark

CFP®, CPWA®, CRPC, APMA

Financial Advisor

Learn more about Brett Clark Visit Brett Clark's website

John Bane

CRPC

Financial Advisor

Learn more about John Bane Visit John Bane's website

David Patterson

CFP®

Financial Advisor

Learn more about David Patterson Visit David Patterson's website

Katherine Clark

Associate Financial Advisor

Learn more about Katherine Clark Visit Katherine Clark's website

Dale Goff

CFP®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dale Goff Visit Dale Goff's website

Cheryl Carretta Whitney

MS, CFP®, BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cheryl Carretta Whitney Visit Cheryl Carretta Whitney's website

Charles Herndon

Associate Financial Advisor

Learn more about Charles Herndon Visit Charles Herndon's website

Donald Herndon

Financial Advisor

Franchise Owner
Learn more about Donald Herndon Visit Donald Herndon's website

James C McClure

CRPC

Financial Advisor

Learn more about James C McClure Visit James C McClure's website

Travis Maraney

APMA

Financial Advisor

Learn more about Travis Maraney Visit Travis Maraney's website


Our team

Bailey Paris

Bailey Paris

Office Manager

Nathan Price

Nathan Price

Investment 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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Makenzie Aloe

Makenzie Aloe

Intern

Deborah Durr

Deborah Durr

Business Development Director

Ryan Ehrlich

Ryan Ehrlich

Operations Director

Chris Nickelson

Chris Nickelson

Financial Planning Specialist

Personal Intro

Spending time outdoors (biking, hiking with my dog, Cooper and gardening) and spending time with family and friends. Community participation is also very important to me. Currently, I serve as a board member for the Crafton Borough Parks & Recreation.

Qualifications

  • Bachelorof Science in Business Administration, Finance – Waynesburg University

Roles & Responsibilities

  • Lead our Financial Planning and Insurance Teams.
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Mario Cantor

Mario Cantor

Business Development Manager

Jennifer Sherback

Jennifer Sherback

Client Service Manager

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

  • Onboarding specialist for new clients, transitioning clients and Experienced Advisor Recruits
  • Prepare initial agendas and reports for client meetings
  • Facilitate communication between team members to ensure completion of tasks
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Maria Hudock

Maria Hudock

Client Service Specialist

Chasity Matteson

Chasity Matteson

Client Service Specialist

Nancy Lingeman

Nancy Lingeman

Client Service Specialist

Steve Limberiou

Steve Limberiou

Financial Planning Specialist

Vivi Nguyen

Vivi Nguyen

Client Service Specialist

Brian Rosewell

Brian Rosewell

Client Service Specialist,

Office Manager
Zachary Streno

Zachary Streno

Financial Planning Analyst

Taylor Yater

Taylor Yater

Client Service Specialist

Ryan Barnes

Ryan Barnes

Intern

Jacob Anderson

Jacob Anderson

Intern

Brandon Marzula

Brandon Marzula

Intern

Barbara Arend

Barbara Arend

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

  • Prepare before and follow up after client meetings
  • Work directly with clients as a primary contact for her advisor team
  • Facilitate communication between team members to ensure completion of tasks
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Shane Bright

Shane Bright

Financial Planning Specialist

Personal Intro

I like to get outdoors, workout, cook/grill, read a book/watch a flick, explore different craft beers, and watch whatever game is on TV.

Qualifications

  • Masters Business Administration, East Carolina University

  • Bachelor of Arts in Criminal Justice, East Carolina University

Roles & Responsibilities

  • I prepare for meetings for Tony Aiello and Lisa Brooks, as well as produce financial plans/reports for our clients.
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Janine Olivieri

Janine Olivieri

Client Service Specialist

Susan Kardos

Susan Kardos

Client Service Specialist

JohnLuca Aiello

JohnLuca Aiello

Intern

Michelle Petrella

Michelle Petrella

Client Relationship Manager

Gloria Stultz

Gloria Stultz

Client Service Specialist

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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Danielle Bombash

Danielle Bombash

Client Service Specialist

Michael W. Nye

Michael W. Nye

Paraplanner

Qualifications

  • B.S. in Management, Penn State University

Roles & Responsibilities

  • Maintains compliance standards
  • Coordinates client financial advice
  • Performs investment research
  • Executes trades and provides client service
  • Provides technology support
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Kelly Karas

Kelly Karas

Client Service Specialist

Qualifications

  • Associates Degree in Liberal Arts, Westmoreland County Community College

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Kristina Messenger

Kristina Messenger

Client Service Specialist

Mary Goodman

Client Service Specialist

Donald Maraney

Client Relationship Manager