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Our Operations Team

Lorita D. Grant, MPH, MSW

Director Of Operations

215-887-4750 ext 24

Lorita Grant is the Director of Operations at Premier Financial Group. In this role, Lorita oversees strategic planning and implementation as well as day-to-day operations for the company. Her many hats include marketing, client...
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Yvette P. Metz

Office Manager, Client Services Specialist

215-887-4750 ext 17

Yvette has been employed with Premier since 1988 and has worked in the insurance industry for that entire time. She is a graduate of Community College of Philadelphia with a dual Associate Degree in Applied Science Management &...

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Barbara Wallace

Client Services Associate

215-887-4750 ext 10

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...

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Sheila Bourne

Client Services Associate

215-887-4750 ext 12

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...

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Kendra Bullock, MBA, MS

Client Services Specialist of Equity Products

215-887-4750 ext 22


Kendra Bullock is the Client Services Specialist of Equity Products for Premier Financial Group. As a specialist in investment services, she communicates directly with clients, advisors, and staff to ensure a seamless experience for...

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