Meet Lisa Jones! Lisa is the managing director for our Springfield, MO office. She focuses on professional financial consulting for individuals and businesses including 401(k)/403(b) plans, and specializes in retirement and estate planning. Lisa has always wanted to help people and has found a passion in breaking down complex financial topics and making them relatable. She is a powerful figure for women in leadership. In a dominate male industry, she understands that a woman seeking advice might be more open or comfortable with a female advisor, and enjoys representing other women in this capacity.
Lisa received her Bachelor of Science degree from Missouri State University and is a member of Women in Financial Services. She loves to travel to new places in her free time, and her favorite place to travel is overseas where her grandson lives. Lisa also loves music and enjoys playing the piano or attending live music events with her husband.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
- The Bezos Effect: 3 Big Things Corporate Boards Need to Do About Succession Planning - July 27, 2021
- Featuring Lisa Jones - August 20, 2020