Stan focuses on assisting clients with personal financial analysis and planning and implementing investment strategies. With over 30 years of experience guiding clients through complex financial situations, Stan sees the value of developing unique, comprehensive plans to help clients achieve their life goals chart a financial course for lifetime wealth creation. Prior to joining Prime Capital Investment Advisors, Stan was a Vice President at Goldman Sachs Personal Financial Management.

Stan began his career as a senior tax consultant with PricewaterhouseCoopers, where he developed tax planning strategies for individuals, partnerships, and corporations. With a diverse background in financial, tax, and investment planning, Stan eventually founded his own firm to provide comprehensive wealth management services to individuals, families, trusts, and corporations.

Stan graduated from Marquette University in Milwaukee, Wisconsin, with a Bachelor of Science in Business Administration.

Outside of work, Stan enjoys reading, kayaking and biking at the Carolina coast, traveling, and skiing with his wife and two daughters.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).

Locations Served

Charleston, SC

850 Morrison Yard
Suite 450
Charleston, SC 29403

Charlotte, NC

101 N. Tryon St.
Suite 600
Charlotte, NC, 28120
Phone: 704-828-0142