When it comes to asset management, everything we do starts with understanding our clients and their objectives. We have three main divisions that allow us to work with individuals, businesses, and plan participants. We strive for the best in every market we serve and believe in bringing simplicity into an industry that can be complex.

Our entrepreneurial, team-oriented approach to wealth management, retirement plan consulting and financial wellness means that you have access to the resources that you need. We believe that every client has unique goals which is why we believe in collaboration. Our end goal is the same as yours – to help you achieve your life’s ambition. We look forward to helping you achieve yours.

Hi. We're Prime Capital Financial.

We’re an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before.

We are proud to provide a wide range of top-tier solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to help guide you to the financial freedom you need and deserve. Prime Capital Financial is an award-winning, federally registered investment advisor (RIA) recognized as one of the leading firms in the U.S. Click here to learn more about who we are!

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As a financial planner for over 30 years, Stu has been helping his clients create and implement financial plans that work for their unique family situation. He enjoys helping clients with challenges and looking for opportunities. Stu is proud when his guidance has helped clients discover that they can reach their financial goals.

Stu lives on the Upper West Side of New York City with his wife and three children. Outside of work, Stu loves to ski.

Stu earned his Bachelor of Science in Economics from the State University of New York at Oneonta and he is a Registered Financial Consultant (RFC).

Originally from Charleston, South Carolina, Mikey is now a proud New Yorker. Mikey is a passionate person that loves to help others. Mikey has a huge passion for music, which keeps his life in balance.

Mikey has learned a lot about teamwork and commitment from participating in bands, orchestras, and choirs throughout his life, and he continues to use those lessons in his career. Mikey plays the clarinet, alto saxophone, and he also loves to sing. Most days during his free time, he is recording music, finding a "to-go" restaurant for food or finding a park that he can get away to. Mikey enjoys the springtime and road trips in his car. Mikey strives to always keep a smile on his face and he loves helping clients.

This information does not constitute legal or tax advice. Prime Capital Investment Advisors, ("PCIA") and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.

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