Our Operations Team
Lorita D. Grant, MPH, MSW
Director Of Operations
Barbara Wallace
Client Relationship Associate
Barbara graduated from Pierce Junior College with an Associates degree in Accounting. She was later a student at Philadelphia Biblical University, majoring in church music and Bible and received a Bachelors of Science in Bible. She has...
Sheila Bourne
Client Relationship Associate
Sheila holds a diploma in Teacher Education from Shortwood Teacher’s College in Jamaica, a Bachelors of Art (BA) degree from the University of the West Indies and a Masters of Library Science (MLS) from North Carolina Central...
Duane Pinnock
Client Services Advisor
215-887-4754
Duane Pinnock, CRPC, is a financial services professional who has spent several years at Vanguard and Pacific Life in various roles, such as Brokerage Investment Professional, Regulation 60 Specialist, and Internal Wholesaler....
Kendra Bullock, MBA, MS
Client Relationship Associate
215-887-4754
Kendra Bullock is a Client Relationship Associate for Premier Financial Group. As a specialist in investment services, she communicates directly with clients, advisors, and staff to ensure a seamless experience for...