About Us

Your Financial Team

Premier Wealth Management is an independent financial services firm that helps individuals, families, and businesses plan for the future. We make professional financial advice accessible and approachable for our clients and focus on building long-term one-to-one relationships.

We are aligned with independent broker-dealer Cambridge Investment Research, Inc. They provide back-office support and access to a wide range of non-proprietary investment services and products. Their support allows us to focus solely on our clients, without the interference of the investment banks on Wall Street.

Sebastian N. Sullivan, AIF®, CFP ®

President, Financial Advisor, Partner
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Mark Steinhart, BFA™

Financial Professional & Vice President of Client Services
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Josh Cesare

Director of Retirement Plans
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Traci Shughart

Chief Executive Officer, Partner
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Robin Mumma

Executive Assistant
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Jennifer Steinhart

Operations & Business Specialist
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Jodi Greiner

Chief of Staff
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Kristina Holloran

Advisor Services Liaison
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Jennifer Browning

Client Liaison
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Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Premier Wealth Management are not affiliated. This communication is strictly intended for individuals residing in all 50 states, DC, PR, and VI. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Premier Wealth Management.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Premier Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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Premier Wealth Management