Our Story

Our team is led by seasoned advisors passionate about helping people pursue their financial ambitions.

We are a fiduciary firm led by seasoned financial executives with a rich history of experience spanning many years and market cycles. Prime Capital is unique in that it’s owned by the Advisors that deliver service to clients. We believe strategic groups of advisors make the best decisions for clients, because they have to explain them directly to clients.

Prime Capital functions with constant review through these advisory bodies

  • A Wealth Management Advisory Board ensures that our operations meet the clients’ personal needs.
  • A Retirement Advisory Board similarly sets strategy and establishes priorities for our retirement plan advisory business.
  • An Investment Advisory Board develops and governs all investment-related activities.
Our boards are led by a team of experts holding designations such as the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA).

Retirement plan consulting is at the core of what we do. As Qualified Plan Advisors (QPA), we work with organizations to design retirement plans that support their overarching corporate and human resource objectives. In addition, our depth of experience in participant education has equipped us with effective solutions for participants’ challenges with savings rates, investment strategies, retirement readiness, and broader financial wellness.

In short, we help business owners feel safer and to focus on their employees; HR and benefits professionals to enjoy their jobs more; and employees to live happier, less stressful lives. 

Our Core Values

We are a value-driven organization. Every decision we make stems from our commitment to a creating a client-centric experience, rooted in our shared values as defined by our leadership team:

Always exhibit integrity,
respect and trust

Communicate with honesty, transparency and candor

Approach every situation with relentless positivity

Create a client-centric experience.

Improve financial literacy for all

Foster continuous improvement

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Eric Krause, CFA®

Managing Director, Portfolio Manager

Eric provides customized portfolio management services for individuals, and consults with qualified plan sponsors on plan design, implementation, and fiduciary best practices. Eric is a CFA® Charter holder, and has been a member of PCIA’s Investment Advisory Committee since 2012.

John Paul, AIF®

SVP Strategy

Before joining PCIA, Northwest Arkansas, John led Sphere Wealth Management, an advisory firm he founded in 2015. He continues to work with those individual investors, providing comprehensive strategies to help them meet their long-term financial goals.

Donald J. Paul

SVP Client Experience

Don joined PCIA, Northwest Arkansas, from Sphere Wealth Management. Don has more than 30 years in the financial services industry, many of which were in the banking sector. He recognizes the value of serving the client as an advisor with transparency that comes from being with a fiduciary firm. Don works very closely with his clients, fostering confidence with personal, individualized service.

Keith Lea

SVP Investments

Keith joined PCIA, Northwest Arkansas, from Sphere Wealth Management in 2021. Prior to Sphere he spent more than 30 years in the financial services industry, with the Bank of Fayetteville, Arvest Bank, and A.G. Edwards. Keith prides himself in the customized nature of his clients’ accounts. He exercises individual portfolio selection of securities and fixed income instruments to provide quality diversification for each client.

Angela C. Cothren

Client Services Specialist

Angela supports the portfolio management team with a focus on client engagement and service. Her cumulative work experience is diverse, including non-profit development, private business ownership, farm land management, public school literacy, and freelance writing. At the forefront of each position, her role has been serving measurable end-goals of clients.

Ethan Workman

Financial Advisor

Ethan serves clients in the Northwest Arkansas area. He joined the financial services industry in 2019 as a research analyst for Longer Financial. His passion for helping clients realize their financial goals pushed him from behind the research desk into the Financial Advisor role. Ethan works in both individual investing and business retirement plans.

Tina M. Lamb

Client Services Manager

Tina serves Prime Capital Investment Advisors as client services manager. She works with the portfolio management team to establish new account relationships, to implement securities transactions, to ensure that client assets are invested in compliance with their investment policies, and to handle client inquiries.

Danielle K. Ballard

Accounting and Systems Manager

Danielle serves as accounting and systems manager for Longer Financial. She is responsible for client and corporate accounting, reporting, and technology oversight. Prior to working at Longer Financial, Danielle worked for ten years in investment management, corporate accounting, and banking for DST Systems, Inc., State Street Bank and Trust, and Bear State Bank. She currently holds the FINRA Series 65 securities registration.