Robert A. Pugliese

Robert A. Pugliese

Chairman and Chief Executive Officer | OSJ and Branch Manager.

Bob has worked extensively in the financial services industry since 1972.  He has been engaged in many facets of financial services and is able to draw upon a wealth of experience when providing advice and guidance to the reps in the branch. Click to continue reading…

Traci A. Shughart

Traci A. Shughart

President and Chief Operating Officer | OSJ and Assistant Branch Manager.

Traci has been engaged in the financial services industry since 1988.  During that time she has been involved with many different functions in the business.  She and Bob have worked together since 1992 and joined Cambridge in 1999. Click to continue reading…

Sebastian N. Sullivan

Sebastian N. Sullivan

Vice President of Operations and Business Development

Sebastian joined the team on a full-time basis in 2011. Sebastian holds FINRA Series 7, 66 and 24 as well as his Life and Health and CFP®. Click to continue reading…

Lindsey M. Burda

Lindsey M. Burda

Vice President of Communications and Marketing Services

Lindsey joined the team in 2012. She has a degree in Communications from the Pennsylvania State University and holds FINRA Series 7 and 66 licenses. Click to continue reading…

Austin J. Deutsch

Austin J. Deutsch

Director of Research and Financial Planning

Austin Deutsch is the latest member to join the team. Austin holds his FINRA Series 7 and 66 as well as his Life and Health. Click to continue reading…

Richard J. Esoldo

Richard J. Esoldo

Senior Director of Operations

Rich joined Cambridge and Premier Wealth Management, Inc.™ in 2000. Rich now works on a part-time basis with Premier filling in to help with many aspects of the branch. Click to continue reading…

Robin C. Mumma

Robin C. Mumma

Executive Assistant

Robin is the pleasant voice that answers the phone, and has a way of making everyone feel welcome and special. Click to continue reading…

Jennifer Steinhart

Jennifer Steinhart

Executive Assistant

At Premier You Are Part of A Community

In addition to our staff you are part of a community of professionals at Premier Wealth Management. With access to our PWM Discussion Group you can reach out to fellow rep-advisors to ask questions, share ideas and communicate with other reps in the branch.