Biographies
Cynthia Richards-Donald, MBA, CFP®
Owner/ Managing Partner
crichardsdonald@financialguide.com
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.
Lou Galletto
Wealth Management Director
lougalletto@financialguide.com
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....
Other Resources
Chelsea Smith
Marketing Director
chelseasmith@financialguide.com
Experienced Marketing Director with a demonstrated history of working in the financial services industry.
James Ziel
Agency Supervisory Officer
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...