Heidi Wade

Meet Heidi Wade, Your Dedicated Consultant:

Recent Leadership Experience: Serving as Vice President of Retirement Services at USI Insurance Services, where she further honed her strategic and client management skills.

Consulting Guidance: As a Retirement Plan Consultant and Investment Advisor Representative at Gallagher, Heidi provided professional guidance to clients on their retirement plan needs.

Strong Foundation in Plan Administration: Her experience as a Plan Document & Conversion Specialist at Hunter Benefits Consulting Group provided a strong technical understanding of plan mechanics.

Significant Tenure at Lincoln Financial Group (Over 15 Years): Included roles such as Director of Large Market Implementation, where she led teams and ensured positive client experiences during onboarding, and Senior Account Manager, where she managed large retirement plans (>$200 million) and cultivated strong client relationships.

Early Career Grounding: Her roles as a Senior Benefit Analyst/Benefit Analyst and Benefit Service Representative provided a comprehensive understanding of plan administration, compliance, and participant services.

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.