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Advisor Perspective: Brett Maggard

What being a financial advisor means to me:

“At a young age, I knew that I wanted to help people and give back to the community as a career. When you think of a career that helps people, a financial advisor might not be the first thing that comes to mind. Though, you would be surprised that the core of what it means to be an advisor is to truly help others.

When I meet with my clients, I get to know who they are on a personal level. Part of learning about them is discussing their dreams and aspirations. However, another part is learning what keeps them up at night. I want to help them achieve their goals and I want to reduce any stress that they have in their life.

Each day, I wake up and have the opportunity to help someone. There are times that it’s not easy and occasionally, I have to have tough conversations with people. It is no easy task to tell someone they need to save more or push their retirement. However, being in the position is one of the most rewarding experiences to hear that someone could live comfortably in their retirement because I was there to help them.

That is what it means to me to be a financial advisor – to help people achieve their life’s ambitions.”

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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.

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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”).

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Featuring Richard Baker

Meet Dr. Richard Baker! Richard is a financial advisor and doctor of ministry in our Springfield, MO office, where he serves faith-based communities, including individuals, businesses, universities, ministries, and large corporations. Richard enjoys assisting people in preparing for
retirement within the framework of a Biblical worldview. He wants to help people assess where they are in regard to their retirement goals and build a plan to reach those goals so they retire on time and with dignity.

Richard graduated with a Bachelor’s degree in Business Administration and Psychology from College of the Ozarks, and earned his Doctor of Ministry and a Master’s of Divinity degree from Midwestern Baptist Theological Seminary. When Richard isn’t working, he enjoys spending time at Table Rock Lake, watching his children play sports, and taking his wife on dates!

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 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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