John L. Diaz, CFP®
President / Senior Wealth Strategist
John is President & Senior Wealth Strategist of Premier Wealth Advisors. John is also the Chairman of the PWA Investment Policy Committee and leads the team of advisors in delivering asset management and comprehensive wealth management solutions to their clients.
John founded the firm in 1992 and has been in the financial services industry for over 30 years. John attained his CFP® professional designation through the CERTIFIED FINANCIAL PLANNER™ program at New York University, is a member of the Financial Planning Association (FPA) and is a popular speaker on financial planning and investment management topics.
John is also a Designated Registered Principal (DRP) and an Investment Executive with First Allied Securities, Inc., a FINRA/SIPC member broker-dealer firm. John holds series 3, 4, 7, 24, 51, 63 and 65 securities registrations and is also licensed by various state insurance departments for life, annuities, health and disability insurance. John has always been active in community service and was instrumental in the pro bono “9/11 Financial Planning Relief Services” organized by the Financial Planning Association.
John has a love for music and the arts, and enjoys playing guitar, and painting. He stays active by playing ice hockey, tennis, and is an avid golfer, snowboarder, and surfer. His passion for the ocean and environmental concerns have led him to volunteer with The Surfrider Foundation, a non-profit, global environmental watchdog organization.
John was born in Santiago, Chile but has lived in the New York Metropolitan area most of his life. John currently resides on Long Island with his wife and son.
Vice President / Wealth Strategist
You can read Russell’s insights into life & financial planning here: russellbailyn.com
Russell Bailyn is a Vice President | Wealth Strategist and a member of the PWA Investment Policy Committee. Russell joined the Premier Wealth Advisors team in 2002. Russell is also an Investment Executive with First Allied Securities, Inc., a FINRA/SIPC member broker/dealer firm and maintains series 7, 63, and 65 registrations along with his Life, Accident, and Health Insurance License.
Russell is the author of Navigating the Financial Blogosphere, a personal finance book published by John Wiley & Sons in September 2007. The book is based on his highly trafficked financial planning blog and addresses commonly asked personal finance questions.
Russell specializes in low-cost portfolio construction, 401k rollovers, and detailed personal financial analysis. His ideas and opinions have been featured in many publications including Investor’s Business Daily, Wealth Manager Magazine, TheStreet.com, Forbes.com, Consumer Reports, Seeking Alpha, AM New York, Financial Advisor Magazine, and The Journal of Financial Planning. His professional affiliations include The Author’s Guild and The Financial Planning Association.
Russell has a Bachelor of Science from the New York University Steinhardt School of Culture, Education, and Human Development with a concentration in Economics.
Russell has a passion for music and is an accomplished cellist. Russell has lived in the New York metropolitan area most of his life and now resides on Long Island with his wife and two young children.
Mark M. Martiak AIF®
Vice President / Senior Wealth Strategist
Website and blog: markmartiak.com
Mark joined the Premier Wealth Advisor team in 2009 and is a Vice President | Senior Wealth Strategist while serving on the PWA Investment Policy Committee.
Mark’s 35-year career spans financial services, publishing, and technology. Mark guides his clients, with a special focus on achieving the goals related to family wealth planning, retirement, employee stock options for the C-Suite and trust and estate planning. Mark has appeared on CNBC, FOX BUSINESS NEWS, YAHOO! FINANCE and is often quoted in The Wall Street Journal.
Mark is an Investment Executive of First Allied Securities, Inc. and maintains FINRA Series 7 and 66 registrations. He is also licensed by various state insurance departments for life, annuities, health and disability insurance.
Mark brings his clients broad-based experience earned at such major corporations as UBS Financial Services Inc, Merrill Lynch, Forbes and Crain’s New York Business. This unique perspective gives him a deep appreciation of the value of examining both sides of the balance sheet while weighing all aspects of behavioral finance for better outcomes. Mark is a graduate of East Stroudsburg University with a dual BA/BS degree; he is fluent in both Russian and Spanish.
A resident of Manhattan for more than 20 years, Mark enjoys his family, participates in volunteer activities and pursues personal interests in yoga, spin, feature film production, travel, weight training, and contemporary art.
Kenneth Rickens, CFP®
Vice President / Senior Wealth Strategist
1 King Street, Suite 201
West Harrison, NY 10604
Stamford, CT Branch:
1266 East Main St., Ste 700R
Stamford, CT 06902
Ken joined the Premier Wealth Advisors team in 2010 and is a Vice President | Senior Wealth Strategist and a member of the PWA Investment Policy Committee. Ken advises clients on a broad range of wealth and investment management solutions. Ken received his CPA in 1994 and has an extensive background in taxation and tax-motivated investment products with well over a decade of Big 4 public accounting experience at both Arthur Andersen and Deloitte & Touche. He has served individuals, partnerships and Fortune 500 corporations around the world.
Ken focuses on analyzing and structuring portfolio investment strategies that maximize investment returns while minimizing the tax burden for his clients. He holds both an MBA and MS from Fordham University and a BA from Le Moyne College and has spoken extensively on both investment and tax topics.
Ken takes great pride in his profession and is diligent in the guidance that he provides his clients. He is constantly educating himself on the timeliest wealth management solutions and that endeavor inspired Ken to attain his CFP® –CERTIFIED FINANCIAL PLANNER™ professional designation in 2017.
Ken is also an Investment Executive of First Allied Securities, Inc. and maintains FINRA Series 7 and 66 registrations and is also licensed by various state insurance departments.
Ken enjoys reading, golf, tennis, and watching his beloved NY Mets. Ken and his wife Valerie live in Stamford, CT with their two daughters Ella and Dana, who keep them very busy.
Debra Burnham Hyman
Portfolio Manager | The Burnham Group
Debra Burnham Hyman is a Portfolio Manager and a member of the PWA Investment Policy Committee. Debra joined the Premier Wealth Advisors team in February 2018 and is also an Investment Executive with First Allied Securities, Inc., a FINRA/SIPC member broker/dealer firm. She holds series 7, 24, 63, and 87 licenses.
Debra manages and develops custom portfolio strategies for high net worth individuals, charitable organizations, retirement plans, and corporations. Debra’s portfolio management methodology incorporates fundamental and macroeconomic analysis and combines it with a bottom-up and top-down stock picking approach.
Debra’s career in the financial services industry spans over 30 years. She began her career at Drexel Burnham Lambert Inc., where she was an Assistant Vice President of Institutional Sales. She later moved on in 1990 to become Vice President and Director of Burnham Asset Management Corporation, where she held various positions including Chief Compliance Officer. She served as Executive Vice President at Burnham Investors Trust (a family of mutual funds), and as Vice President at Burnham Securities Inc. Her responsibilities throughout that period involved research, portfolio management, marketing, and shareholder communications.
Debra is a graduate of The University of Pennsylvania.
Jon M. Burnham
Consultant | The Burnham Group
Jon M. Burnham joined Premier Wealth Advisors as a consultant and member of the PWA Investment Policy Committee in February 2018. We are honored to have access to the knowledge and expertise of Mr. Burnham, whose illustrious career in the financial services industry spans over 50 years.
Mr. Burnham served as Chairman and Chief Executive Officer of Burnham Asset Management Corporation and Burnham Securities Inc. He was the lead Portfolio Manager of the Burnham Fund and served as Chairman and CEO of Burnham Investors Trust (a family of mutual funds). Prior to that position, Mr. Burnham was Senior Vice President and Assistant to Frank Zarb, then Chairman and Chief Executive Officer of Smith Barney, Harris Upham & Co., Inc., and Senior Executive Vice President in charge of National Retail Sales of Drexel Burnham Lambert Incorporated.
Mr. Burnham has been a member of the Securities Industry Association’s Government Relations Committee and the New York Stock Allocation Committee. He served as a Trustee on the PENN Medicine Board of Trustees and was Trustee of Blythdale Children’s Hospital in Valhalla, New York.
Mr. Burnham is a graduate of the Choate School in Wallingford, Connecticut. He received a B.S. in Economics from the Wharton School of Finance and Commerce of the University of Pennsylvania in 1959.
Andrea C. Ciminera
Director of Business Development
Andrea joined the Premier Wealth Advisor team in 2015 as Director of Business Development.
Over the past 20 years, Andrea held numerous executive sales and management roles in the Fashion and Beauty industry, with major brands such as Dior / LVMH and L’Oréal. Andrea’s strong personality always inspired others and her colleagues often looked to her for advice across a broad range of topics, both professional and personal. As a result, she found that many executives and peers (who were predominantly women) did not have a good grasp of their personal finances.
That experience led her to this new role. A role focused on helping people, advocating for fiscal responsibility, and promoting the importance of financial planning and having a sound strategy. Andrea learned that many of us don’t pay enough attention to those little financial decisions along the way that can really make a difference in our financial security. Decisions such as: not participating in a 401k or having any form of a retirement plan; not setting up a child’s college fund; not having life insurance; not creating a will (or naming account beneficiaries); not paying attention to investment allocations, and paying unnecessary fees or taxes.
Andrea’s role is to be a financial planning advocate so that she can help women, and families, get the guidance they need to plan for a more secure financial future. Andrea is enthusiastic at finding the beauty in personal financial freedom.
Andrea is a graduate of the Fashion Institute of Technology – FIT, and over the years, has continued her education by pursuing her Masters through Ashford University as well taking financial planning and business courses at Hofstra University.
Client Relations Manager
Stacey joined Premier Wealth Advisors in 2003 and is an integral member of our team. Stacey is our Client Relations Manager and is responsible for supervising the operations team. Stacey also manages and delegates many of the day-to-day operations from the midtown NY City office and also assists the firm’s wealth strategists and advisors. When clients or team members have a question, Stacey is usually the person who helps in getting the right answer.
Stacey is a graduate of the City University of New York – John Jay College of Criminal Justice with a bachelor’s degree in criminology.
Client Service Coordinator
Renée joined Premier Wealth Advisors in 2012 and is an important member of our operations team. Renée is a Client Service Coordinator and assists advisors and wealth strategists with a multitude of client operational issues. Renee is also responsible for managing and maintaining our internal wealth management software systems. Renee’s experience in Financial Services operations spans over 15 years.
Luis joined Premier Wealth Advisors in 2010 and is an Operations Assistant that provides support in day to day business operation activities. Luis has broad experience in general office administrative and clerical duties and has worked in financial services operations for over 15 years.
Jeffrey A. Kerman, JD, CWS®
Certified Wealth Strategist
Jeff Kerman is an Investment Advisor Representative of Premier Wealth Advisors, LLC., and a Senior Managing Director of Wealth Partners Advisors, LLC. Jeff is also a Certified Wealth Strategist and a J.D. who enjoys working with his clients and listening to their unique stories. Using his law background, he specializes in combining the estate planning, financial, investments, insurance, tax and business planning processes for people who want more confidence and satisfaction in their financial matters. Working in partnership, they create, implement and monitor a financial life plan that strives to produce the clients’ desired outcome so that they can have the best life their money can buy them.
Jeff proudly offers ethical financial services in the areas of retirement and income planning for successful people and their families. As an independent financial advisor, he is process-driven, research-based, and product agnostic. Jeff works with his clients to develop relevant strategies for the accumulation, preservation and ultimate distribution of their wealth while helping them plan for the minimization of estate tax exposure and other liabilities. He often works in partnership with his clients’ other trusted advisors to implement beneficial strategies.
Jeff is also an Investment Adviser Representative of First Allied Advisory Services, Inc. and maintains FINRA Series 7 and 66 registrations and is also licensed by various state insurance departments for life, annuities, health and disability insurance.
Prior to financial and legal services, Jeff had substantial experiences as a business executive with Fortune 500 Companies. He practiced as a Tax, Trusts and Estates and Elder Law Attorney with special emphasis on protecting clients’ assets for future generations. These experiences enhance his perspective and understanding of his clients’ needs and objectives.
Jeff is a motivating speaker and published author with several articles published. Jeff has spoken on various Financial, Investment and Retirement topics for the New York State Bar Association, and on Preserving Family Assets: Avoiding Estate Taxes & Nursing Home Costs for numerous Continuing Education programs.
Jeff is married with an amazing daughter, and resides in Westchester County, New York. He is a Krav Maga (Israeli Martial Arts) Instructor and practitioner. Jeff is also a former competitive racquetball player and is an American Professional Racquetball Organization (AMPRO) Professional Level Certified Racquetball Instructor.
David A. Volkman, AIF® CWS®
Certified Wealth Strategist
David Volkman is an Investment Advisor Representative of Premier Wealth Advisors, LLC., and a Managing Director of Granite Ridge Wealth Advisors, LLC.
David is an accomplished financial advisor who has developed truly amazing relationships with his clients over the years.
His objective perspective and advisory approach have led him to be associated with firms that enable his independent methodology. His emphasis on financial education and training has created opportunities to enhance his clients’ lives in meaningful ways. As a Certified Wealth Strategist CWS® professional, Accredited Investment Fiduciary AIF® professional and Certified Identity Theft Risk Management Specialist CITRMS®, the combination of designations and additional ongoing continuing education allows David to have access to the latest information on risk management, financial research, portfolio design methodologies and client collaboration techniques.
David is also an Investment Adviser Representative of First Allied Advisory Services, Inc. and maintains FINRA Series 6, 63, and 65 licenses, and is also licensed by various state insurance departments for life, annuities, health, and disability insurance.
PREMIER WEALTH ADVISORS
14 East 60th Street / Suite 402
New York, NY 10022
Phone: (800) 499-4143
1266 E Main Street / Suite 700R
Stamford, CT 06902
1 King Street / Suite 201
W Harrison, NY 10604
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