On Your Own, but Not Alone

Traci lives in Mount Holly Springs PA with her husband Lee and their two pups, Bodhi and Tuco. Lee is retired but is working on an ever-expanding honey-do list. She has two sons Hunter and Ajay. Hunter works with developmentally challenged adults. His wife Arianne is studying for her master’s in occupational therapy. Her son Ajay is a professional musician based in Philadelphia and New Orleans. Traci is a board member of the LFA Foundation, serving the needs of autistic children and Bethany House, providing services to young ladies that have aged out of foster care. Traci enjoys gardening and reading and is a huge music fan.

Traci is the branch manager and supervisor for Premier’s 75 financial professionals. In that role she provides service and support to her team of financial professionals. She is responsible for compliance oversight such as reviewing trading activities, evaluating suitability and risk, and providing education and problem-solving assistance to the team. 

Traci and her business partner started Premier 25 years ago with a desire to help make the lives of our clients and financial professionals less stressful by providing first-rate service solutions. Traci is passionate about service and is constantly striving to find ways to make the service experience for our financial professionals better. She believes by providing quality support and assistance, Premier helps ease the concerns and strains inherent in the financial services industry for financial professionals.

Sebastian lives in Harrisburg, PA, with his wife Stephanie and two daughters Isabella and Sophia. In his free time, he likes to read, golf, and try out local restaurants and breweries. Athletics has always been a big part of his life. As a former college athlete at Gettysburg College, he enjoys taking in live and televised sporting events, especially Notre Dame football games. He stays involved in the community through the Knights of Columbus at Saint Margaret Mary Catholic Church and Premier Wealth’s various charitable endeavors, focusing on special needs organizations. More than anything else, he enjoys spending time with friends and family, especially Sunday dinners at his parents’ house and summer weekends at his in-law’s cabin on the Susquehanna River.

With over 10 years of experience at Premier Wealth Management, Sebastian assists Financial Professionals who are looking to run a more efficient, successful, and profitable practice. His career at PWM has allowed him to learn all facets of the business. He now focuses on Practice Management, Succession Planning, Recruiting, Investment Management and Market Research for the PWM group. As a practicing financial advisor himself, he knows how a reliable, flexible, and friendly team can help make a Financial Professional’s life easier and grow their business. His goal is for him and the team at Premier to be a supportive and trusted partner to Financial Professionals who are looking to take their business to the next level. 

After 30 years of marriage, Mark and his wife are now empty nesters. They have three grown children, one living on her own and two boys in college. The remaining dependents at home are two four-legged dogs Molly and Dexter. Mark enjoys many activities such as trail running, hiking, fishing, hunting, golf, playing cornhole, and sitting by the fire. He also enjoys spending time with friends, traveling, and serving at his church as a greeter and group leader.

Mark has enjoyed serving his clients over the past 25-plus years. While Mark has served in various roles over time, his primary focus and enjoyment is to foster deeper relationships with his clients by helping them develop investment strategies in alignment with their goals, values, and vision. A large part of Mark’s process is to learn what might be guiding, shaping, and influencing his client’s decision making and relationship around money and risk. Mark believes it is especially important to help educate his clients, so they better understand what they own, why they own it and what it is designed to do for them.

Mark’s passion is to help his clients realize their goals and live a life in alignment with those goals and desires. He believes gaining deeper insight through his “Discovering You” process can help clients build more confidence and conviction about their overall financial planning which in turn provides a better chance of lasting financial freedom and overall happiness. 

Mark has spent years studying behavioral finance and has attained his Behavioral Financial Advisor™ designation. He incorporates this knowledge with clients to help gain deeper insight into their needs and develop their future planning recommendations. 

Mark’s experience as VP of Client Services makes him a key player in assisting and advising financial professionals on the most effective tips and tricks to client relationships. He is an expert at practice management and has been an advisor for Cambridge and PWM for over 20 years. 

Robin enjoys gardening, trying new recipes, baking, entertaining, good movies, traveling and spending time with friends and family – especially going to the beach and having a good time! Robin and her wonderful husband of over 30 years have one daughter and a grand kitty, and they adore both.

Robin attended a community college to study psychology, then switched to culinary arts. While waitressing and completing her apprenticeship, she met her husband. When their daughter was born, she opened her own daycare. She has also been a receptionist at a law firm where she got a call from Premier Wealth Management and took the job!

Robin feels that her job here as executive assistant allows her to help the wonderful people with whom she works. She believes that having those psychology classes and being in customer service for so long has helped her become a good listener. Robin has said “I have learned that sometimes all people really need is for someone to listen to them, get them to the person they need to talk to and then they feel better. How hard is that? One kind word can make a person’s day, and that in turn, also makes my day. It is a win-win situation. “

Jennifer joined Premier Wealth in October of 2016. She has been married for over 30 years, with 3 grown children and 2 small Maltese mix dogs who rule the house. Her adventure into the finance world started when she attended school, enrolled in Information Technology, and filled all her electives with finance and accounting classes. She enjoys shopping, spending time with friends and family, reading, long walks, and likes to travel when she can. Although Jennifer has lived in PA all her life, she hopes to retire to somewhere warm and sunny someday. 

In her years at Premier Wealth, she has done various tasks working with financial professionals from entering their information into the systems to preparing paperwork and executing trades. She assists their admins with training and provides excellent virtual assistant services. She also answers many questions and helps financial professionals navigate uncharted waters. 

Jodi is a brand-new empty nester with 3 grown Army sons (Army Ranger, Army Airborne, and Army National Guard). She lives in Iowa with her husband of 30 years, and she works remotely from there. She loves to travel, and her favorite trips are visits to her sons wherever they may be in the world. She is an adjunct professor to a few local colleges, and she teaches ethics, communications, business, and computer courses. She is also an instructor of Dave Ramsey Financial Peace University and enjoys sharing the program with her local community. Jodi is a board member of the local hospital. She also volunteers at the local animal shelter as a foster mom to any animals in need…. even opossums! She also owns and operates her own tour business in her downtime. 

Jodi wears many hats at Premier Wealth Management. Sometimes it is a marking hat. Other times, it’s virtual assisting, paperwork, or quarterly newsletters. 

Kristina lives an hour west of St. Louis, with her husband Mark of 21 years. They love being in nature and are very active, which includes running, hiking, and riding their bikes. They love to travel, especially to visit family. Planning their yearly vacations is something Kristina thoroughly enjoys. In her spare time, she enjoys reading, shopping, and spending time with family and friends. She loves animals and will stop to pet any dog or cat that will let her.

She has a business degree from Fontbonne University. Her background includes almost 20 years in financial services. She has been a financial advisor, compliance director, and relationship director, along with various roles in the banking industry.

While her main focus at Premier will be compliance, she is passionate to help others become more successful.  She strives to help Premier’s financial professionals grow and maintain a compliant practice, allowing them to focus on giving their clients the best service and advice possible. Her goal is to become a trusted partner and provide the support they need to continue to thrive. She will be working remotely from Missouri.