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.
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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.
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.
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