Joe is an advisor with Prime Capital Investment Advisors (PCIA), focusing on qualified retirement plan participant service and implementation. He works with plan participants to help them understand the investment selection choices and ease of monitoring processes at PCIA. In addition, he helps design and implement effective strategies to enhance the participant experience through face-to-face service and education.
Joe has worked with several retirement plan participants from every walk of life in understanding their company-sponsored retirement plan, and how best to use it to accomplish their financial goals. He is effective at communicating with participants and providing a comfort level with the topic of retirement planning which many people view as difficult or intimidating.
Joe holds his FINRA Series 6, 7 , 63 and 65 registrations, as well as his Life and Health insurance licenses in multiple states. He is a registered representative with Private Client Services, Member FINRA/SIPC, as well as an investment advisor representative with PCIA. Joe is active in his church and enjoys hunting, fishing and spending time with family.
Overland Park, KS 6201 College Boulevard
Overland Park, KS 66211
Overland Park, KS
6201 College Boulevard