Dion has been in the financial services industry since 1995. With a focus on retirement plan design and implementation, he spends the majority of his time assisting plan sponsors, plan trustees and human resource personnel in determining how best to design and implement retirement benefits plans that attract and retain employees, while garnering their participation. He works with a wide range of businesses from different industries, with firms that have anywhere from four to 6,000 employees.

Recently, Dion began working with a team inside Prime Capital Investment Advisors providing group health insurance to employers. This came about through his discussions with clients; He discovered that health insurance benefits have become a real pain point for them. Since he provided group health plans to businesses in the past, Dion was already aware of all the nuances. It was easy for him and the internal PCIA team to begin finding solutions for employers in order to help them with both retirement and group health plans.

But he never forgets to help the executives and employee plan participants themselves with their personal financial planning needs. Sometimes it seems that the plan participants themselves can be the ‘forgotten people’ who have a 401(k) account but no guidance beyond it. He works to change that.

As part of a team of wealth advisors, Dion helps develop and implement financial plans to meet each individual or family’s unique goals, including portfolio accumulation, tax reduction strategies, retirement income and distribution plans, and estate planning strategies.

Dion provides information and help with all the things you will need to do to in order to plan for short-term goals, like buying a house or paying for college, as well as planning for the long-term, like all the steps you need to take before the day you actually retire.

Dion holds his FINRA Series 6, 7 and 65 registrations. He is also life, accident and health licensed in multiple states. Dion is a registered representative with Private Client Services, Inc. Member FINRA/SIPC as well as an investment advisor representative with Prime Capital Investment Advisors (PCIA).

 


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”).

Locations Served

Overland Park, KS

6201 College Boulevard
7th Floor
Overland Park, KS 66211
Phone: 800-493-6226