As an investment advisor representative with almost 30 years of industry experience, Lisa provides professional financial consulting services to individuals as well as to corporate America, charitable institutions and religious organizations. Her personalized plans take into account the many pieces comprising her clients’ finances. The holistic process Lisa uses to help her clients is a lot like
putting together a puzzle—all of the pieces have to fit and work together.

Along with the team at Prime Capital Investment Advisors, Lisa provides financial planning, retirement planning, wealth management, estate planning consulting and more. For business owners and organizations, she handles 401(k), 403(b) and 457 plans as well as other business services to help owners, executives and employees achieve their financial and retirement goals.

Lisa is an effective public speaker and trainer who presents workshops on various financial topics to corporations, health systems, churches and other organizations. “Financial wellness is key, and I want people to understand exactly what that means. My goal is to help people take charge of their financial lives,” she says.

Lisa earned a Bachelor of Science degree from Missouri State University and holds FINRA Series 7, Series 63, and Series 66 securities registrations. Additionally, she is licensed to offer life insurance, disability and long-term care insurance. Providing fiduciary advice—advice in the best interest of the client—is extremely important to her, and she holds the Accredited Investment Fiduciary® (AIF®) as well as the Chartered Retirement Plans Specialist℠ (CRPS®) designations.

Learn more about Lisa’s process.

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 Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

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