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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 Lammi

Angela Lammi

Advisor Support Specialist

Cait McCormick

Cait McCormick

Advisor Support Specialist

Cole Chodorow

Cole Chodorow

Support Associate

858-290-5121

Administrative Team

Kristin Moniz

Kristin Moniz

Office Manager

Jasmine Licavoli

Jasmine Licavoli

Marketing & Client Experience Coordinator

8586680776

Remote Administrative Team

Carrie Klinger

Carrie Klinger

HR Manager

Mary Beth Gassmann

Mary Beth Gassmann

Taxes Office Manager

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.