Team – PrimeCapitalInvestmentAdvisors.com

Executive

Leadership

Glenn Spencer

CHIEF EXECUTIVE OFFICER

Scott Colangelo

CHAIRMAN, MANAGING PARTNER

Tim Hakes

PRESIDENT

Joe Hildebrand, AIF®

EXECUTIVE DIRECTOR

Joe Zdeb

RETIREMENT PLAN ADVISOR

Directors and Advisors

Use the filters below to find the Director or Advisor that fits your needs.

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Results (92)

Tim Accurso, AIF®

Retirement Plan Advisor

Richard L. Baker, D.Min., AIF®

Retirement Plan Advisor

Rich Barkley

Retirement Plan Advisor

Stephen Barnes

Retirement Plan Advisor

Judd Beeskau, CFP®, AIF®

Financial Planner / Retirement Plan Advisor

Bruce Beyer

Retirement Plan Advisor

Christopher Bouffard, CFP®

Managing Director, Wealth Management

Matt Brown

Retirement Plan Advisor

Marshall Burke, QKA

Consultant

Craig Burtis, AIF®

Retirement Plan Advisor

Brian Burwell, AIF®

Retirement Plan Advisor

Sean Clancy, CPWA®, AIF®

Managing Director, Denver Market / Retirement Plan Advisor

Tricia Cooper

Director of Human Resources

Jonnathan Davis

Managing Partner, Little Rock

Brian Dillbeck

Chief Financial Officer

Jeff Dorfman, CFP®, ChFC®, AIF®

Managing Director

Rich Eagar, AIF®, CRPS®

Vice President, Retirement Practice

Matthew Eickman, J.D., AIF®

National Retirement Practice Leader

Bentley Ford, AIF®

Managing Director, Dallas Market / Retirement Plan Advisor

Jason Gerber, CFP®, M.S., AIF®

Managing Partner, Little Rock

Alec Giesting

Retirement Plan Advisor

Ricky Gleason

Retirement Plan Advisor

Merlin Hagan, CFP®, AIF®

Financial Planner

Sarah Harris, AIF®

Retirement Plan Advisor

Joe Harrish

Retirement Plan Advisor

Darin Henderson

Retirement Plan Advisor

Jim Hirst

Managing Director

Mark Hogan

Retirement Plan Advisor

Brad Holdhusen

Retirement Plan Advisor

Emily Hopkins

Retirement Consultant

Kartik Jambulapati

Consultant

Keller Johnson

Managing Director, Kansas City Market

Luke Johnson

Managing Director, Arizona Operations

Lisa D. Jones, AIF®, CRPS®

Managing Director, Springfield Market / Retirement Plan Advisor

Mark Kipp

Retirement Plan Advisor

Scott Klahn

Retirement Plan Advisor

Taylor Knopf, AIF®

Retirement Plan Advisor

Kris Koenig

Retirement Plan Advisor

Eric Krause, CFA®

Managing Director, Portfolio Manager

Jeff Lahr, AIF®

Retirement Plan Advisor

Rich Laing

Retirement Plan Advisor

Brandon T. Lee, AIF®

Retirement Plan Advisor

Terri Lewis, CLU®, CHFC®

Retirement Plan Advisor

Scott Liggett, J.D., AIF®

Director of ERISA Oversight

Doug Lode

Retirement Plan Advisor

Thomas Mancuso, AIF®

Relationship Management Consultant

Jasen Mangrum, AIF®

Retirement Plan Advisor

George Maniatis, AAMS®

Retirement Plan Advisor

Robert Massa, ChFC®, CEBS®, AIF®, CPFA®

Managing Director, Houston Market / Retirement Practice Leader

Brandon McCormick, AIF®

Retirement Plan Advisor

Brennan McCutchen

Managing Partner, Little Rock

Marco Melero, C(k)P®, AIF®

Multicultural Education Strategist

Geoff Mettler, PPC™, AIF®

Qualified Plan Advisor

Mike Mickelson, CLU®, CHFC®

Retirement Plan Advisor

Dave Miller

Retirement Plan Advisor

Derek Mitchell, AIF®

Retirement Plan Advisor

Steve Nelson, AIF®

Retirement Plan Advisor

Matt Nelson, AIF®

Managing Director, San Antonio Market

Clint Nelson, CFP®, AIF®

Retirement Plan Advisor

Brett Newell

Investment Analyst

Dion Nickel

Retirement Plan Advisor

Tyler Olson

Managing Director, Florida Operations

Wendy Perrin

QPA Assistant

Matthew Peterson

Retirement Plan Advisor

Dawn Potts, AIF®

Retirement Plan Advisor

Richard Robinson

Retirement Plan Advisor

Christopher T. Roper, AIF®

Plan Success Consultant

Craig Scherzer, AIF®

Retirement Plan Advisor

Micah Schmidt

Retirement Plan Advisor

Wyatt Schrepfer

Retirement Plan Advisor

Bryan Schuenemann, ChFC®, AEP®, AIF®

Managing Director, Minneapolis Market / Retirement Plan Advisor

John Seibolt

Chief Development Officer

Charles Smith

Nebraska Retirement Practice Leader

Brandon Smith, CRPS®, AIF®

Vice President, Retirement Practice

Michael Smoots, J.D.

ERISA Counsel

Will Steih, CPA®

Managing Director, Nashville Market

Mike Stolberg

Director of Trading / Retirement Plan Advisor

Melissa Sturgis

Director of Compliance Operations

Rob Thorpe, ChFC®, CLU®, AIF®

Retirement Plan Advisor

Kevin Toledano

Director of Managed Account Services

Steve Vander Velde, AIF®

Retirement Plan Advisor

Gary Walker

Retirement Plan Advisor

Matt Waters

Retirement Plan Advisor

Darren Watson, AIF®

Director of Investment Advisory Committee

Anthony Woodard, AIF®

Chief Risk and Compliance Officer

Joey Zdeb

Retirement Plan Advisor

Contact Us

Qualified Plan Advisors is an established fiduciary focusing on improving qualified plan health and participant education. Our goal is to help qualified plan participants retire with dignity. Whether you are considering becoming a client, advisor or employee, with 23 offices across the country, QPA is ready to serve you.

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