Inspiring people to
Dawn Potts, AIF®
Financial Advisor / Partner
Prime Capital Investment Advisors, LLC
Dawn Potts has more than two decades of experience in the financial services industry, including 15 years as a financial advisor and partner at Prime Capital Investment Advisors.
Our Team
Kris Koenig
Wealth Advisor
Prime Capital Investment Advisors, LLC
Kris holds a Series 66 securities registration, and he is life insurance licensed. He also has a real estate license, with specialized knowledge about commercial real estate. Kris became a wealth advisor to help people make informed decisions about their financial choices.
Let’s create a clear, customized, proactive financial strategy
geared to your life and/or your business.
Multigenerational Families / Individuals
The relationships I have with my clients are paramount, and the work I do goes way beyond allocating assets. I understand how hard you work to build a life for yourself and your family, and it is my responsibility to help translate that hard work into your overall financial and retirement plan so that you can be empowered to achieve your goals.
Financial education is the foundation of planning. I make a point to instruct my clients on financial topics as well as their own personal financial situations. I cut the industry jargon out and explain what’s going on in terms we can all understand.
I take my commitment to each client personally. I focus on YOUR needs, goals and dreams. At the heart of what I do are the strong, lasting, personal relationships that I work to build—relationships based on trust, mutual respect, discerning listening and a clear understanding of your needs, wishes and challenges. My clients never feel like a chore. They become friends that I care for deeply; like family.
Services:
- Financial Strategies
- Retirement Planning
- Fee-Based Asset Management
- Estate Planning
- Life Insurance Planning
- Business Succession Planning
- Family Business Strategies
Business Owners / Entrepreneurs
Are you a business owner offering a retirement plan to your employees? Qualified retirement plan design and implementation, tax reduction strategies, and discriminatory planning for key employees are just a few of the tools that I use to help accomplish your company’s goals.
As a business owner myself, I know there are mission-critical demands on your time every single day. Let me manage the details of your retirement plan, including on-site education for your employees, so that you can get down to business.
If you are looking for a partner to help secure your company’s and your family’s future, I’m your girl.
Services:
- 401(k)
- 403(b)
- Profit Sharing
- Defined Benefit Money Purchase
- Cash Balance Pension Plans
- Investment Management
- Plan Management
- Plan Evaluation
- ERISA Compliance
- Employee Education
