675 N. Barker Rd.
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:
We also can answer your questions, including:
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.
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....
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...
Tim joined Prime Financial in August 2019. He has over six years of experience as an independent, financial advisor and is a welcome addition to our advisory team. His attention to detail and client-centric approach, coupled with his...
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...
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...
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,...
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...
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...
Alex joined Prime Financial in February of 2021. He has over three years of experience in the financial planning industry. He graduated from Drake University in May of 2020 where he double majored in Finance and Economics. Then worked...
Client Service Specialist
Reed is the newest member of the Prime Financial team, joining us in October 2021. Reed grew up in New Berlin and graduated from the University of Wisconsin-Madison in 2018, with a major in Finance, Investments, & Banking. He spent the...