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®
Amanda Manske
Financial Advisor, CFP®
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...
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...
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...
Kelly Pfersch
Administrative Assistant
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,...
Lori Stocke
Receptionist
Dani Krzyzaniak
Receptionist
dkrzyzaniak@primeretirement.com