Broker Check

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®

Mike is a partner at Prime Financial Services and has been with the company for over 30 years. He is a licensed CERTIFIED FINANCIAL PLANNER™ professional whose specialties include investment and income planning for individuals....
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Amanda Manske

Financial Advisor, CFP®

Amanda is a CERTIFIED FINANCIAL PLANNER™ certificant with over 17 years of experience and a partner at Prime Financial. With specialties in investment, insurance, tax and retirement planning, her focus is to listen to your...
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Tim Windler

Financial Advisor

Tim joined Prime Financial in August 2019. He has nearly four years of experience as an independent, fiduciary advisor and is a welcome addition to our advising team. His attention to detail and client-centric approach, coupled with...

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Laura Michna

Registered Assistant

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 the processing of our production. Her organization and...

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Natalie Olson

Marketing & Client Services

Natalie joined the Prime Team in May 2018 after graduating from Lake Forest College with a bachelor's degree in Business. At Lake Forest, she was involved in various campus organizations in addition to playing for the Women's Varsity...

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Kelly Pfersch

Administrative Assistant

Kelly joined Prime Financial in January 2019 as an Administrative Assistant to both Mike and Amanda. Kelly’s main responsibilities include updating client accounts and facilitating paperwork for investments. Before becoming a...
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Sandra Potter

Administrative Assistant

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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Lori Stocke


Lori joined Prime Financial in 2017 and is one of our part-time receptionists. Lori is here to greet you when you arrive at our office and genuinely cares about each client making sure they feel welcome. Lori attended UW-Milwaukee, and...
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Dani Krzyzaniak


Dani joined Prime Financial in May 2017 as a receptionist twice a week. She answers phone calls, greets clients and gets them settled before meetings. Dani and her husband, Joe, live in Waukesha and enjoy spending time with their...
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