Biographies

Cynthia Richards-Donald is the Owner/Managing Partner of Premier Wealth Transfer Group, LLC. She is a CERTIFIED FINANCIAL PLANNER™ Certificant and Financial Advisor who has over 25 years of financial services industry experience.

Rebekah Miller serves as a resource with the Pelora Group and the advisors.  Rebekah is an experienced Marketing Specialist with a demonstrated history of working in the financial services industry. 

James fills a very important role in the firm overseeing regulatory and compliance functions for securities, investment advisory, and financial planning services offered by the firm. James works to ensure that our professionals operate...

As our Wealth Management Director, Lou considers himself more of a "solution provider" at the firm. "That's what I really do work with and coach our financial professionals to help them set goals and objectives with their clients....