Behind every advisor is a team committed to their success.
At Premier, support doesn’t come from a call center or a ticketing system.
It comes from experienced professionals who work together every day to help independent advisors thrive. From compliance and operations to retirement plans, financial planning, marketing, and client service, each member of our team brings unique expertise while sharing one common goal: helping you build a stronger business.
When you work with Premier, you don’t just gain an OSJ. You gain a team that knows your name, understands your business, and is invested in your success.
Premier’s Leadership
Traci Shughart
Founding Partner, Director of Business Operations
Traci helps advisors build stronger businesses by providing strategic leadership, operational guidance, and decades of experience helping independent practices succeed.
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 ®
CFP®, AIF®, Managing Partner, President
Sebastian serves as a trusted strategic partner, helping advisors grow stronger businesses through practice management, succession planning, recruiting, and operational excellence.
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.
Josh Cesare, AIF®, CPFA®
AIF®, CPFA®, Managing Partner, Director of Retirement Plans & Business Development
Sebastian serves as a trusted strategic partner, helping advisors grow stronger businesses through practice management, succession planning, recruiting, and operational excellence.
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
Caden Collins
Operations Associate
Caden helps advisors and clients enjoy a seamless experience by supporting the operational details that keep business moving forward.
As an Operations Associate, Caden supports both the retirement plan and wealth management teams with a variety of operational and administrative responsibilities. Known for being driven, dependable, and personable, Caden enjoys learning every aspect of the business and building a strong foundation for a career in financial services.
Read Caden’s full bio here.
Diana Corrigan
Executive Assistant
Diana provides the administrative support that keeps Premier running smoothly, so our team can focus on helping advisors grow their businesses.
As Executive Assistant, Diana provides administrative support that helps keep the Premier team organized and running efficiently. Known for being intentional, compassionate, and dependable, she enjoys creating structure behind the scenes while assisting both her teammates and the clients they serve.
Read Diana’s full bio here.
Jodi Greiner, MBL
Chief of Staff
Jodi helps advisors stay informed, connected, and engaged through educational resources, strategic communications, and impactful events.
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
Kristina helps advisors confidently navigate compliance requirements while supporting smooth transitions and the ongoing success of their practices.
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 Professional
Rich works with advisors to strengthen their networks, cultivate strategic partnerships, and create sustainable referral growth.
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
Robin creates a warm, welcoming experience for advisors through exceptional service, genuine care, and a friendly voice they know they can always count on.
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
Director of Client Services
Estrella helps advisors stay focused on growing their business by providing reliable virtual assistant support for administrative and client service needs.
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
Eric partners with advisors to strengthen their financial planning capabilities and confidently address complex client needs.
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
Financial Services Associate
Hunter serves as a dependable extension of an advisor's team, providing operational support, virtual assistant services, and hands-on assistance whenever it's needed.
Hunter brings energy, curiosity, and a service-first mindset to his role at Premier. As a Financial Services Associate, he provides day-to-day support to advisors and clients, assisting with operational questions, virtual assistant services, account servicing, paperwork processing, and a variety of administrative tasks that help practices run efficiently.
Read Hunter’s full bio here.
Jennifer Steinhart
Director of Operations
Jen helps advisors navigate transitions, streamline operations, and solve complex challenges with confidence.
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
As Premier's Behavioral Finance resource, Mark helps advisors better understand what drives client decisions, leading to stronger relationships and more meaningful financial planning.
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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