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®
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...
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...
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...
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,...