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Our Team

When we mutually agree to work together, we’re expecting to be your wealth advisor for life. Consistent, transparent communication is vitally important to maintaining a strong relationship with you. 

Premier Wealth Advisors believe in providing professional services with integrity and objectivity. In addition, we make a commitment to learning and professional development so that our skills keep up with the constantly changing economic and political environment.

Managing Partners

Financial Advising Team

Su-Yen Kuhn

Su-Yen Kuhn, MBA, EA, AFC™

Wealth and Tax Advisor

Angela Lammi

Angela Lammi

Advisor Support Specialist

Cait McCormick

Cait McCormick

Advisor Support Specialist

Administrative Team

Carrie Klinger

Carrie Klinger

Office Manager

Kristin Moniz

Kristin Moniz

Office Manager

Mary Beth Gassmann

Mary Beth Gassmann

Taxes Office Manager

Sara Harelson

Sara Harelson

Marketing & Client Experience Coordinator

Janelle Markegard

Janelle Markegard

Office Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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