“At PCIA, we are proving that recruiting the highest-quality businesses and improving diversity are not mutually exclusive endeavors.”

-Glenn Spencer, CEO

Our Pledge

PCIA strongly believes that there are not nearly enough women represented in financial planning leadership roles and the industry as a whole. And research from McKinsey & Company shows that women make up just 15% of financial advisors. In an industry dominated by male viewpoints, the women of PCIA offer discerning investors a fresh perspective. We need more of this. The time has come to expand the table, including the diverse experiences of all those driven to serve the financial needs of investors.

We are committed to playing our part in amplifying the voices of underrepresented people in financial services, including in our own organizational ranks. For this reason, we have taken steps toward establishing a 501(c)(3) dedicated to recruiting, engaging and uplifting women in finance.

There are NO LIMITS to what we can do when we start with a mindset of instilling greatness in every aspect of our lives. We hope you join us in rewriting the playbook of our industry.

Our Female Advisors

Get to know the women of PCIA

Photo of Sarah C. Doerr for Prime Capital Investment Advisors

Sarah C. Doerr

PARTNER

Photo of Laura Ehrenberg-Chesler for Prime Capital Investment Advisors

Laura Ehrenberg-Chesler

PARTNER

Mary-Lucas-Headshot-PCIA

Mary Lucas

DIRECTOR OF FINANCIAL PLANNING & CLIENT EXPERIENCE

sarah-harris-pcia-headshot-web

Sarah Harris, AIF®

FINANCIAL ADVISOR

lisa-jones-pcia-headshot-web

Lisa D. Jones, AIF®, CRPS®

MANAGING DIRECTOR, SPRINGFIELD MARKET / FINANCIAL ADVISOR

Terri Lewis, CLU®, CHFC®

FINANCIAL ADVISOR

Photo of Marilou Moursund for Prime Capital Investment Advisors

Marilou Moursund

PARTNER

deanne-palmer-pcia-web

Deanne Palmer, MBA

INSURANCE AGENT

dawn-potts-pcia-web

Dawn Potts

FINANCIAL ADVISOR

wendy-prestwood-pcia-web

Wendy Prestwood, CMFC, CRPC

WEALTH ADVISOR

Katie-Randall-Financial Advisor

Katie Randall

FINANCIAL ADVISOR

Karin-Tyson-Headshot-PCIA

Karin Tyson, ChFC®, CLU®, CFP®

PARTNER

Nancy Carlson, CFP®

FINANCIAL PLANNER

ashlea-jones-pcia

Ashlea Jones

FINANCIAL ADVISOR

fakhr-naz-alavi-pcia-headshot

Fakhr “Naz” Alavi

INVESTMENT ADVISOR

erin-berglund-headshot-burns-estate-planning

Erin Berglund-Burns, CEP®

CERTIFIED ESTATE PLANNER, LA RESIDENT LIFE & HEALTH INSURANCE AGENT

ashley-terrell-headshot-burns-estate-planning

Ashley Terrell, MBA

FINANCIAL ADVISOR

A-VanderLinde-PCIA

Annette A. VanderLinde, MBA, CWS®, AIF®

CHIEF CLIENT OFFICER

JENNIFER C. FLAHERTY PCIA

Jennifer C. Flaherty, CFP®, CRPC®

FINANCIAL ADVISOR

Kerry-Keihn-PCIA

Kerry Keihn, CSRIC®, ABFP℠

PARTNER & FINANCIAL ADVISOR

ASHLEY E.H. SCOTT PCIA

Ashley E.H. Scott, CFP®

FINANCIAL ADVISOR

Featured Content

Women and Money: Suddenly Single By Choice Or By Chance

How do can women combat and be ready at a moments notice financially in the case of becoming suddenly single. Read on to make sure you are prepared.

Women and Money: Avoiding Healthcare Expense Mistakes in Retirement

Women generally have a long list of to-dos that can feel never ending. More often than not, last on the list is “take care of myself.” The repercussions of that oversight can be damaging when it comes time to retire.

Women and Money: Business Ownership

Knowing that women are poised for success in their business ventures, but potentially facing obstacles to their goals, we wanted to lay out some of the fundamental considerations that are within an entrepreneur’s control. Here are the five things every female entrepreneur needs to know now.

The Sports Power Brunch

The 4th Annual Sports Power Brunch hosted in Scottsdale recognized influential women who have made an indelible mark in the sports industry. Our team was honored to be a marquee sponsor of the event and sent a few of our advisors and associates to get inspired. Check out some of their reactions to the experience!

A huge congratulations to the Sports Power Brunch team on an incredible event! We left feeling empowered and motivated in our own work!

Women of PCIA