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12531 High Bluff Drive, Suite 110, San Diego, CA 92130

858-668-0776
info@mypremierwealth.com
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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

Josh Koehnen

Josh Koehnen, CFP®

Managing Partner

Ari Crandall

Ari Crandall, EA, CFP®

Managing Partner

Joe LeBlanc

Joe LeBlanc, EA, CFP®

Managing Partner

Financial Advising Team

Angela Heins

Angela Heins

Advisor Support Specialist

858-324-6376

Cole Chodorow

Cole Chodorow, CFP®

Associate Wealth Advisor

858-290-5121

Matthew Devine

Matthew Devine, CFP®

Advisor Support Specialist

(858) 276-0982

Administrative Team

Carrie Klinger

Carrie Klinger

HR Manager

619-501-1184

Kristin Moniz

Kristin Moniz, Notary Public

Senior Operations Coordinator

858-324-6348

Jasmine Licavoli

Jasmine Licavoli, Notary Public

Marketing & Client Experience Coordinator

858-324-6318

Vanessa Munoz

Vanessa Munoz

Reception Coordinator

858-299-0661

Tax Team

Mary Beth Gassmann

Mary Beth Gassmann

Tax Office Manager

858-668-0776

Ethan Albertson

Ethan Albertson, EA

Tax Preparer

858-215-5630

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.