The Team Advantage

The Team Advantage at PCIA North Texas

To better serve our clients who live in North Texas and the greater DFW area, we designed our offices in Flower Mound with you in mind. We invite you to gather, learn, meet and share ideas with us in a spirit of collaboration and partnership whether you join us for happy hour, attend one of our many events or meet with us individually to analyze and review your plan. No matter if you meet with us at our office, virtually at your convenience or elsewhere, our mission is to serve you with excellence while helping you achieve your financial dreams and aspirations.

Meet the Team Contact Us

Client Events With You In Mind

Our North Texas office located at the Lakeside International Office Center in Flower Mound is set up for hosting events. We hold many different types of gatherings, and we invite you and your friends and neighbors to attend one of educational workshops, drop by for happy hour (Prime Time Unwind), network and learn at Chamber of Commerce and business owner roundtables, get involved with one of our charity tie-in events, and much more.

Local Events & Virtual Webinars:

There’s always something going on at Prime Capital Investment Advisors in North Texas.

Event Sign Up

Meet Your PCIA North Texas Team

The financial advisors at PCIA North Texas each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.

“

Helping people achieve the feeling of stability and freedom that comes with financial success is incredibly important to me.”
— Sarah Harris, AIF®

“

Simply put, I want to be able to help the high-net-worth investor, executive and average employee retire with dignity and on their own terms.”
— Brandon McCormick, AIF®, CRPS®

“

I manage retirement plans and offer services to participants. I’m passionate about providing culturally relevant education to companies with a retirement plan and large Spanish-speaking populations.”
— Marco Melero, C(k)P®, AIF®

“

By providing solutions for wealth accumulation, tax reduction, estate planning, and more, I can help ensure that your money is working for you.”
— Will F. O’Rourke, Esq.

As Featured In

Bentley Ford, AIF^®

Managing Director, Dallas Market

”My focus is on helping business owners keep more of what they make and helping them get to a place where work is optional for them.”
— Bentley Ford, AIF®

Brandon McCormick, AIF^®, CRPS^®

Financial Advisor

Marco Melero, AIF^®, C(k)P^®

Multicultural Education Strategist

Sarah Harris, AIF^®

Financial Advisor

Will F. O’Rourke, Esq.

Estate Planning & Wealth Management

Courtney Klipfel

Senior Client Service Specialist

Collaboration Is Our Strength

In addition to our diverse team here in North Texas, a unique part of working with Prime Capital Investment Advisors is that you have automatic access to an even larger pool of resources—including specialists, top tier advisors and other professionals in various disciplines throughout the United States. As one of the largest fee-based, collaborative advisory firms in America, we are proud of the brain trust that we’ve assembled for our clients, all delivered with personalized, down-home service to our Texas community of neighbors, families and friends.