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.
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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”).
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.
Meet Thorn Murphy! Thorn is a wealth advisor that specializes in income, investment, education and legacy planning in our Columbus, IN office. For over 5 years, Thorn worked in the finance department with Cummins Inc. The work was valuable and educational, but he had a desire to work with people on a more personal, individualized level. As an advisor, he is given the opportunity to help others achieve their financial goals. He enjoys working with clients on a daily basis and