I am a Wealth Advisor with Prime Capital Investment Advisors in Denver, Colorado. With over 19 years experience, I am committed to serving the needs of high net worth families, corporate executives, and organizations, helping them work through complex challenges and achieving their personal financial goals. Prior to joining Prime Capital Investment Advisors, I served 13 years with Charles Schwab & Co., most recently as a Vice-President, Financial Consultant, acquiring and managing assets accumulating over $330 million. My experience and understanding of qualified plans designated me as a top performing consultant specializing in retirement strategies tailored to my client’s unique needs.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.