Experience

Prime Capital Investment Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Feb 1995 - Present

  With a focus on retirement plan design and implementation, I spend the majority of my time assisting plan sponsors, plan trustees and human resource personnel in determining how best to design and implement retirement benefits plans as well as group health benefits plans. The goal is to attract and retain employees while garnering their participation. I work with a wide range of businesses from different industries, with firms that have anywhere from four to 6,000 employees. I never… Show more With a focus on retirement plan design and implementation, I spend the majority of my time assisting plan sponsors, plan trustees and human resource personnel in determining how best to design and implement retirement benefits plans as well as group health benefits plans. The goal is to attract and retain employees while garnering their participation. I work with a wide range of businesses from different industries, with firms that have anywhere from four to 6,000 employees. I never forget to help the employee as well as executives and owners themselves with their own personal financial planning needs. Sometimes it seems that the plan participants themselves can be the ‘forgotten people’ who have a 401(k) account but no guidance beyond it. I work to change that. As part of a team of wealth advisors, I help develop and implement financial plans to meet each individual or family’s unique goals, including portfolio accumulation, tax reduction strategies, retirement income and distribution plans, and estate planning strategies. Show less With a focus on retirement plan design and implementation, I spend the majority of my time assisting plan sponsors, plan trustees and human resource personnel in determining how best to design and implement retirement benefits plans as well as group health benefits plans. The goal is to attract and retain employees while garnering their participation. I work with a wide range of businesses from different industries, with firms that have anywhere from four to 6,000 employees. I never… Show more With a focus on retirement plan design and implementation, I spend the majority of my time assisting plan sponsors, plan trustees and human resource personnel in determining how best to design and implement retirement benefits plans as well as group health benefits plans. The goal is to attract and retain employees while garnering their participation. I work with a wide range of businesses from different industries, with firms that have anywhere from four to 6,000 employees. I never forget to help the employee as well as executives and owners themselves with their own personal financial planning needs. Sometimes it seems that the plan participants themselves can be the ‘forgotten people’ who have a 401(k) account but no guidance beyond it. I work to change that. As part of a team of wealth advisors, I help develop and implement financial plans to meet each individual or family’s unique goals, including portfolio accumulation, tax reduction strategies, retirement income and distribution plans, and estate planning strategies. Show less



Qualified Plan Advisors

• Dallas/Fort Worth Area

• Retirement Plan Advisor

  • Jan 1995 - Present



Mutual of Omaha

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 1985 - 1995

  I was recruited to this firm, where I spent 10 years providing financial strategies and solutions as well as group health benefit plans to business owners and high-net-worth individuals. I was recruited to this firm, where I spent 10 years providing financial strategies and solutions as well as group health benefit plans to business owners and high-net-worth individuals.