Prime Capital Financial provides a client-centric, team approach to full service financial planning, including fee-based asset management and wealth management.
Overland Park, KS
Joined May 2017
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Prime Capital Financial retweeted
🚨 Just dropped! 🚨 The latest Dollars & Change episode features Matt Patsky, CEO of Trillium Asset Management, live from the US SIF Forum! From Lehman Brothers to ESG leader, Matt shares his journey & insights on responsible investing. Watch now! cstu.io/67f5c0
Prime Capital Financial retweeted
Sustainable investing just got a glow-up! Erin Gray from Green Century Funds joins Dollars & Change to talk #advocacy, #ESG evolution, and making a real impact. Don’t miss this inspiring episode! cstu.io/74ef68
Prime Capital Financial retweeted
Big News! Peter Krull joins the Financial Advisor Success Podcast with Michael Kitces!
He dives into #ImpactInvesting, #ESG, and #SustainableInvesting, sharing insights on building sustainable portfolios and how a niche opens doors. Listen now! cstu.io/2bf43e
Prime Capital Financial retweeted
Our ERISA Counsel, Michael Smoots, J.D. sent out a
#FiduciaryFriday post. You can read it here.
linkedin.com/posts/michael-s…
Prime Capital Financial retweeted
With some schools starting today either in-person or virtual we wanted to share some information from one of our financial advisors, Brandon McCormick, AIF® about how to use a 529 plan and ways you can #save for your children’s #future. #Education
qualifiedplanadvisors.com/un…
Prime Capital Financial retweeted
Do you have an emergency savings fund established to cover 3 to 6 months of expenses should you lose the ability to work?
0%Yes
100%No
4 votes • Final results Prime Capital Financial retweeted
Is it the @Apple of YOUR eye?! Apple hits milestone, becoming the first US company to be worth more than $2 trillion. #TechNews #wednesdaymorning
cnn.com/2020/08/19/tech/appl…
Prime Capital Financial retweeted
Join us tomorrow, from 10:00 AM - 10:20 AM CDT on our #Fiduciary 15 webinar going over charting a course for fiduciaries!
Register here: register.gotowebinar.com/reg…
Prime Capital Financial retweeted
Talk to a professional about your unique needs. Join us Oct 7 for the next webinar, Making Sense of the Third Quarter Elections, and the Markets.
Prime Capital Financial retweeted
Navigating to a new normal. Please view this video from Matthew Eickman, J.D., Fred Reish, Sarah Simoneaux, and John Gonsior. Watch here vimeo.com/429619707
Register for our Thursday Webinar
us02web.zoom.us/meeting/regi…
#RegisterToday #DontMissOut #Fiduciary
Prime Capital Financial retweeted
Join us this Monday for our virtual summit! Please visit our website for more information and don't forget to register!
qualifiedplanadvisors.com/vi…
#RegisterNow #VirtualSummit #COVID19
Prime Capital Financial retweeted
Have you registered yet? Our Virtual Summit is coming up, June 15-19. You can find more information on our website.
qualifiedplanadvisors.com/vi…
#RegisterNow #VirtualSummit #SeeYouSoon #FinancialWellness
Prime Capital Financial retweeted
Our virtual summit is coming up, don't forget to register!
qualifiedplanadvisors.com/vi…
#RegisterToday #VirtualSummit
Prime Capital Financial retweeted
EP23 #everydollarcounts - Josh & Jay talk w/ Will Steih, a Managing Director at @PCIAWealth about the ins & outs of Employee Stock Ownership Plans (ESOP). Listen here >>> everydollarcounts.libsyn.com…
Prime Capital Financial retweeted
Register today for our virtual summit on June 15-19!
qualifiedplanadvisors.com/vi…
#VirtualSummit #SaveTheDate
Prime Capital Financial retweeted
EP22 #everydollarcounts w/ Josh & Jay Part 6 of the Leadership In a Crisis Series & the importance of critical client communication w/ guest Tony Woodard – Chief Compliance Officer of @PCIAWealth - Listen here >>> everydollarcounts.libsyn.com…
Prime Capital Financial retweeted
EP20 #everydollarcounts w/ Josh & Jay Part 4 of the Leadership in a Crisis Series w/ guest Chris Bouffard of @PCIAWealth about risk tolerance and portfolio resiliency during the crisis. Listen >>> everydollarcounts.libsyn.com…
Prime Capital Financial retweeted
EP19 #everydollarcounts w/ Josh & Jay talk w/ Glenn Spencer - CEO of @PCIAWealth. Glenn shares the positives taken away from this crisis, including a renewed bonding with his family. Listen >>> everydollarcounts.libsyn.com…
Prime Capital Financial retweeted
EP18 #everydolllarcounts Josh & Jay talk Leadership In a Time of Crisis w/ Tim Hakes, the President & Co-Owner of @PCIAWealth. Listen here >>> everydollarcounts.libsyn.com…
Prime Capital Financial retweeted
Leadership Thru Crisis - Part 1: Josh & Jay welcome Scott Colangelo, the Chairman & Managing Partner of @PCIAWealth. view this situation as chance for advisor’s to service their clients. Listen here >>> everydollarcounts.libsyn.com…