Firm News

Featuring Lisa Jones

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 federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered through Private Client Services (“PCS”), member FINRA/SIPC, and any related communication on this website is strictly intended for individuals residing in the states of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. PCIA and PCS are separate entities and are not affiliated.

Firm News

Featuring Matt Nelson

Meet Matt Nelson! Matt is the Managing Director in our San Antonio, TX office, where he loves helping people achieve their financial dreams. He has a passion for assisting his high net worth clients in keeping the assets they have accumulated and making sure individuals plan not only for retirement, but through retirement. Matt specializes in wealth management for high net worth individuals, high-income earners, and business owners. He additionally works significantly in the retirement plan space and assists plan sponsors in navigating their fiduciary responsibilities.

Matt graduated from Kansas State University with a B.S. in Animal Science. When Matt isn’t working, you can catch him hunting, fishing, or spending time with his daughter who shows livestock.

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”).

Firm News

Featuring Wyatt Schrepfer

Meet Wyatt Schrepfer! Wyatt is a financial advisor in our Boerne, TX office, and he specializes in individual wealth management tailored to your specific and unique objectives, as well as company retirement plan services. Wyatt joined PCIA because of his love for helping and serving others. He believes wealth management is a great way to continue to help others.
Wyatt graduated from Baylor University with a degree in finance and economics. Today, he is able to use what he studied in college to better serve clients along the way.

Wyatt played football at Baylor, so when he’s not in the office, he loves keeping up college football. Aside from that, he enjoys outdoor sports, fishing and hunting.

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”).

Firm News

Featuring Matt Waters

Meet Matt Waters! Matt is a financial advisor in our Denver, CO office and enjoys creating simple, relatable solutions to complex situations. His primary objective is to consult with individuals, families, and businesses and get to know their values and hopes. Matt’s specialties are designing and implementing financial solutions for tax reduction, wealth accumulation, estate planning, and qualified plans in ways that feel relevant and authentically impacting.

Matt was born and raised in Lawrence, Kansas and graduated from the University of Kansas in 2003. He holds his FINRA Series 7, 63 and 66 registrations, as well as life and health licenses in several states.

Matt chose this field because of his desire to dedicate his career to the service of others. His greatest professional intention is to connect with his clients in a meaningful and trustworthy way, and to facilitate healthy guidance on behalf of their financial needs and goals.

Outside of work, Matt focuses on health and wellness, fun, and family. He enjoys skiing, golfing, hiking, and fly fishing in the great state of Colorado.

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”).

Firm News

Featuring Marco Melero

Meet Marco Melero! Marco is the multicultural education strategist and financial advisor in our Dallas, TX office. He enjoys working with leaders on financial wellness education to help them successfully understand their employees’ retirement financial goals. Marco is also passionate about helping employers who have a Hispanic workforce and Spanish speaking population. His goal is to make sure there is cultural relevance between the employees and a complex topic, like retirement, that translates to their cultural needs. His number one reason in choosing this field was when he noticed a lack of financial literacy not only in his household but in the community. This is what inspired him to be part of the financial industry.

Marco is a first-generation graduate from the University of North Texas with a BS in Business Finance. Marco says, there are two ways he enjoys passing his free time with his family, that is eating and traveling. So far, Marco has traveled to 41 states and 4 countries outside the U.S.

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”).

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