Real people. Real support.
The team that keeps independence personal.
Premier’s Leadership
Traci Shughart
CEO
About Traci
Traci is Premier’s heartbeat. As co-founder and CEO, she is a champion of advisor independence. For 25+ years she’s led compliance, operations, and advisor support with a calm strength and deep belief in community. At home, she’s a gardener, dog mom, mother, grandmother, and community advocate committed to empowering young women.
Read Traci’s full bio here.
Sebastian N. Sullivan, AIF®, CFP ®
President
About Sebastian
Sebastian is Premier’s strategist and mentor. He spends his days helping advisors streamline practices, improve profitability, and plan for the long game. A Notre Dame loyalist, former college athlete, brewpub explorer, husband and dad of two little girls. Sebastian brings clear thinking and steady leadership to everything he does.
Read Sebastian’s full bio here.
Premier’s Professional Team
Josh Cesare, AIF®, CPFA®
Director of Retirement Plans & Business Development
About Josh
Josh is our retirement-plan go-to guy who can translate ERISA into English and make plan design feel almost fun. He helps advisors strengthen plan offerings, recruits top talent, and brings big energy wherever he goes. Off the clock, he’s coaching youth sports, officiating football, playing golf, or keeping up with two golden retrievers and a busy family including his wife and two children.
Read Josh’s full bio here.
Jodi Greiner, MBL
Chief of Staff
About Jodi
Jodi keeps Premier organized, polished, and running smoothly. She juggles marketing, event planning, communications, and admin support with a magician’s calm. Outside of work, she’s teaching, fostering animals, traveling to visit her three Army sons, or serving her community with quiet strength.
Read Jodi’s full bio here.
Kristina Holloran
Director of Compliance & Advisor Services Liaison
About Kristina
Kristina brings 20+ years of industry experience and the rare ability to make compliance feel straightforward. She guides advisors through rule-heavy situations and co-leads new advisor transitions with unwavering steadiness. Outdoorsy by nature, she spends her free time running, hiking, or befriending every animal she meets.
Read Kristina’s full bio here.
Rich McKee, Jr.
Financial Advisor
About Rich
Rich blends heart and hustle. He’s part pastor, part tech leader and now full-time Financial Advisor. He brings warmth, curiosity, and a people-first mindset to Premier. When he’s not helping clients, he’s traveling with his wife Masha, spending time with loved ones, or hanging out with his cat Reign, who is convinced he runs the household.
Read Rich’s full bio here.
Robin Mumma
Executive Assistant
About Robin
Robin is the warm welcome and organizational backbone advisors rely on. With a background spanning psychology, culinary arts, daycare ownership, and law, she connects effortlessly with people. Outside the office, she loves gardening, cooking, hosting friends, and spending time with her daughter, husband, and “grand kitty.”
Read Robin’s full bio here.
Estrella Rivera-Martinez
Financial Advisor & Client Liaison
About Estrella
Estrella keeps everything running smoothly. You can find her untangling paperwork, mastering new tech tools, and making client interactions look effortless. She’s the upbeat problem-solver behind meeting prep, service requests, and 1,000 little details that make a big difference. Outside work, she’s traveling, exploring, or spreading her warm energy wherever she goes.
Read Estrella’s full bio here.
Eric Sawyer, CFP®
Chief Planning Officer
About Eric
Eric is the calm, strategic voice behind Premier’s planning approach. A Certified Financial Planner® professional, he helps advisors elevate their work through clear, foundational guidance. His experience spans nationally recognized firms, a Dallas planning leadership role, and teaching future planners at Texas Tech, SMU, and UT Arlington. Outside work, he’s a lifelong learner always exploring new ideas and perspectives.
Read Eric’s full bio here.
Hunter Shughart
Operations Associate
About Hunter
Hunter brings energy, curiosity, and a hands-on attitude to every project. With a background that ranges from retail management to nonprofit farming to real estate, he’s comfortable wearing many hats. When he’s not supporting Premier operations, he’s outdoors with his wife, two little boys, and a lively mini-farm of animals.
Read Hunter’s full bio here.
Jennifer Steinhart
Operations & Compliance Specialist
About Jennifer
Jennifer is Premier’s operational troubleshooter. She co-leads the transition team, trains new advisors, and smooths out processes before anyone notices a wrinkle. With an IT background and 18+ years in financial services, she brings equal parts logic and heart. Off-hours, she’s traveling, reading, spending time with her husband and children, or catering to the family dog, who she swears is the real boss.
Read Jennifer’s full bio here.
Mark Steinhart, BFA®
Vice President, Client Services
About Mark
Mark focuses on the human side of finance. He helps clients connect their finances to their values while guiding advisors on retention, referrals, and client experience. When he’s not mentoring or planning, he’s trail running, hiking, fishing, or enjoying time with his wife, grown kids, and dog, Dexter.
Read Mark’s full bio here.
Check the background of investment professionals on FINRA’s BrokerCheck.
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