Our commitment to education and connecting personally with our clients and community is the driving force behind our events, and we love to use them as a way to bring the latest resources right to your fingertips. They’re also open forums for your questions, and we want to foster a safe environment for you to take chances and be inquisitive. We’re here with answers, and we love every opportunity to meet you and help you feel confident that you’re doing the right thing for your future. See our schedule of upcoming events below!
Tuesday, January 10, 2024 – 6:30 PM
OR
Thursday, January 19, 2024- 6:30 PM
The Capital Grille
4760 Broadway Blvd.
Kansas City, MO 64112
Title to Event
The new year is set to bring BIG changes to retirement in America. New legislation affecting retirement accounts, tax regulations, and potential market volatility make planning ahead more important than ever.
Featured Speaker
Joe Harrish is a Prime Capital Investment Advisors (PCIA) financial advisor. In his role, Joe works with higher net-worth individuals, medical professionals, business owners and business plans that are focused on their financial future and leaving a legacy for the people they love. He uses a team-based approach to planning in order to most effectively accomplish your financial goals and dreams.
Joe started his career at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After 7 years, he was promoted to Vice President and Agency Director, where he traveled across the U.S. conducting investment seminars and helping people with their financial plans, while being involved with the business operations of both companies. After eight years of managing 270+ registered representatives and two businesses, his previous role created an ideal foundation for starting his career as a financial advisor.
Joe believes investing is an emotional decision and that you need to be able to work with someone you trust and one that puts your interests first. As a fiduciary, he is responsible for putting your personal interests first. Attention to detail, good listening skills and empathy are symbols of his appreciation for those he serves. He is supported by an experienced team of administrative, group benefits and investment products specialists whose excellent customer service assists him in building long-term relationships with his client base.
Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly decorated years of active duty in the Air Force, where he won numerous awards at every level. Having been named the Air Force’s No. 1 Services Company Grade Officer of the Year, Joe exemplifies one of the most important Air Force core values, “Excellence in all we do”.
Joe is happily married to his lovely wife, Angie, and has three children, McKenzie, Arissa and Kane. Away from the business, he enjoys golfing, any sporting event and spending time with his family.
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Contact Us
With the right coach and team, anything is possible, and we want to see you holding the trophy throughout your financial career. If you’re ready to connect with us and build a strategy with confidence, we’re prepared to assist. Fill out our form below with as much information as possible, and we will be in touch with you shortly!
Pierson McAtee
Partner, Wealth Advisor
Prime Capital Investment Advisors, LLC
6201 College Boulevard, Suite #150
Overland Park, KS 66211
Phone: (913) 491-6226
pmcatee@pciawealth.com
