Looking ahead (and back): My journey to Prime Capital Investment Advisors

My passion within the financial services industry is to help individual investors reach their goals. For the past 25+ years, it has defined my “why,” and has been the catalyst in my professional drive.

It’s with this same passion that I am excited to announce my new role with Prime Capital Investment Advisors https://bwnews.pr/3ePkveU. As a consultant, I will advise PCIA’s board on retirement solutions for two of their business lines, Qualified Plan Advisors and Financial Fitness for Life.

As excited as I am to begin my new journey, it does mean closing a chapter on one area of my professional life. To my colleagues at Fi360 and Broadridge, specifically John Faustino Tyler Kirkland Terra McBride Katie Megan Sean Flood Jeff Hladun Tim Daniels Randy Namin Michael Muirhead Kellie Mazine Dave Palasak Nick Goossen Blaine Aikin Rich Lynch Drew Hurt John Benzinger Scott Revare Tim Slavin John Keegan Cindy Dash Chris Perry & Bill Mueller, thank you for working with me to reshape the fiduciary conversation within financial services. Over the last six years, I have learned from each of you, and together, we were able to spur remarkable success in the solutions we delivered to our community. 

I also have to thank former colleagues from my time at Morningstar – XX (Xiaohua Xia) Joanna McGinley Peter Dietrich Clayton Attebery Mike Mackey Robbie (Rob Beukema) Alex Rabinovich Heather Hobbs Todd Kowalski Steve Novak Bevin Desmond Chris Boruff Liz Kirscher Connie Resendes Pat Murray Kunal Kapor Joe Mansuato & the entire Institutional Software Sales Team – through our strategic planning and tactical execution, I know we made a notable difference in helping empower investor success. 

Looking back across my career, each firm has allowed me to gain a better understanding of our industry, enabling me to become a better professional – one who is truly dedicated to moving the needle and helping financial professionals and end-investors live a more financially successful life.

Thank you to all of my former colleagues, peers and all the financial professionals in our community I can call "friend". Trust that I will take the years of lessons learned from you, knowledge gathered from you and drive inspired by you, into my new role at PCIA. Here’s to a new chapter…