Meet Our Team
We are a small, family-owned financial advisory firm built on long-standing relationships and shared values. Our story began in the 1980s, when our founder, Fred, opened the doors with a simple belief: good advice starts with truly knowing the people you serve. That belief continues to guide everything we do today.
Over the years, our team has grown thoughtfully and intentionally. Our long-time assistant, Jennifer, joined the firm more than 20 years ago, followed by the next generation of leadership, Stacer, over a decade ago. Most recently, another family member, Kiley, joined the team—continuing a tradition of collaboration, care, and continuity. Today, the firm is led by its second generation as Fred prepares for retirement.
The confidence our clients have in us, we dont take lightly. It’s an honor to walk alongside individuals and families through life’s milestones and transitions, often across generations.
As a close-knit, local business, we pride ourselves on being accessible, personal, and deeply invested in our clients’ well-being. When you work with us, you’re not just working with an advisor—you’re building a relationship designed to last.
Stacer became the President of of Premier Partners Wealth Management in January of 2021. She earned her CERTIFIED FINANCIAL PLANNER™ designation granted by the CFP Board in August of 2017.
Fred has been in the financial services business since 1980 and has a wealth of experience in many aspects of financial planning and investments.
Kiley joined the team in September of 2024 and completed the FINRA Series 7 and 66 exams, registered through LPL Financial, by early 2025. She works primarily from her home office in Tucson, Arizona.
Jennifer is our Office Manager and has been with Premier Partners Wealth Management since 2004. She is responsible for the day to day operations of the office and handles all details for advisors and clients.