Experience

Prime Capital Investment Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director - Financial & Retirement Plan Advisor

  • Jul 2017 - Present

  Prime Capital Investment Advisors offers a range of products and services to meet the expanding needs of individual clients. We hire financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals. Through collaboration of highly trained, experienced teams of investment professionals, we have created one of the largest independent financial firms in the Midwest. In my role as a Financial & Retirement Plan Advisor, I am proud to empower others to achieve financial wellness. As a leading financial services firm, we have acquired a network of companies fit to serve a vast array of needs. We've developed financial services offerings centered on a collaborative approach. This approach is completely committed and personalized to each client’s goals, drives the growth of our business and remains infused throughout the firm’s culture today. Curious to learn more? I'd like to invite you to reach out directly or visit us online at: www.pciawealth.com Show less



Qualified Plan Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Plan Advisor

  • Mar 2014 - Present