When Premier Financial was founded by Wayne Caldwell, CFP®, Ron Ross, Ph.D., CFP®, and John Gloor in 1995, they set a goal to have a $100 million under management. They achieved and exceeded that goal by 2000, the same year that current President, Principal and Advisor Ginger Weber, CFP® joined the firm. The company currently has about $450 million of assets under management, putting the company in the top 10% of Registered Investment Advisor firms in the U.S.
Premier Financial continues to grow, adding to its staff of professionals and offering services for individuals and families, non-profits & foundations, business retirement plans and more. Weber attributes the firm’s success to a commitment to focused and continuous improvement of the company’s communication rules, culture and hiring practices. This results in a team of hard working, service-minded individuals who are committed to providing a high level of service and financial peace of mind to clients.