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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Michael White

Financial Advisor, CFP®

mwhite@primeretirement.com

As co-owner, Mike, has been part of Prime Financial Services for over 25 years (since 1989). He is licensed as a CERTIFIED FINANCIAL PLANNER™ - professional and specializes with investment and income planning for individuals. He helps...
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Amanda Manske

Financial Advisor,CFP

amanske@primeretirement.com

Amanda is co-owner of Prime Financial and is a Certified Financial Planner. With specialties in investment, insurance, and retirement income planning, her focus is to listen to your financial concerns and establish goals. She will work...

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Joseph Thompson

Registered Representative

jthompson@primeretirement.com

In the fall of 2014, Joe joined the Prime Financial team. He is fully licensed in both securities (series 7) and insurance. Joe spent the prior 6 years with UPS and AB Data as a project manager. He is a licensed registered assistant...

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Shari Filsinger

Administrative Assistant

sfilsinger@primeretirement.com

Shari joined Prime Financial in December 2015 as an Administrative Assistant to both Mike and Amanda. She works closely with Sandy on company compliance and many of the paperwork details. Before coming to Prime, Shari worked in the...
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Laura Michna

Registered Assistant

lmichna@primeretirement.com

Laura has been with us at Prime since 2002 and is a Licensed Registered Assistant. In addition, Laura is an integral part of our income tax preparation, and also handles all of the processing of our mortgage files. Her organization and...
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Mary Jo Gottschalk

Marketing & Client Services

mgottschalk@primeretirement.com

Mary Jo joined the Prime staff in April of 2013. We are frequently told that one of our biggest strengths at Prime is our client services, and her role here is to make sure we continue that history and even look for more improvement....
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Sandra Potter

Office Manager

spotter@primeretirement.com

Sandy has been with Prime since April of 2000. She is our office manager and takes care of many inner office duties. Sandy handles the company compliance and makes sure all client paperwork requests get taken care of. Her dedication,...
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