Skip to main content

How We Operate at PCIA of the Ozarks

With beautiful lakes, perfect landscapes and gorgeous views, we couldn’t have asked for a better area to grow our firm. We love our home and the people who reside here, so we built our office with the goal of giving them the best chance to reach financial freedom. When you work with us, you have our full team at your disposal. We leverage our decades of experience to help you achieve every one of your life’s ambitions. Come aboard with us at PCIA of the Ozarks as we create a lasting partnership centered around your best intentions and dreams.

Our Mountainous Mission

Our mission is to simply give each client we serve peace of mind and time in their financial life cycle. In doing that, we pair your good intentions with right direction. That means understanding how you operate in your daily life and knowing that you only want what’s best for yourself and your family. Our promise to you is that any action we take will be aligned with your goals, no matter what they might be. Whether you are looking to grow everything you’ve worked so hard to build, protect your hard-earned assets or transition those same assets to the future of your family, or any other goal, we stand by your side, ready to employ our innovative strategies that we’ve spent our lives working toward mastering.

The Destination-Driven Process

We are driven by the destination. What does that mean? Well, we marry your goals, ambitions and values with a means to explore and achieve them. We believe that we have a process in place that allows you to reach your ideal lifestyle, and with a clear, concise, step-by-step system, we aim to help you find your ideal vision of comfort and safety. We believe that this can save you time, instill confidence in your financial decision making and give you peace of mind. Learn more about our process below.

1

Exploration

Our process begins with an introduction and a goal to learn as much about you as we can. That includes your current situation, your objectives, your financial vision, your risk tolerance and even more. We consider this the research phase of our operation, allowing us to create a custom-tailored plan with your life’s ambitions as the target.
2

Design

Once we understand our current coordinates as well as our end destination, we can chart a roadmap for success. We consider this the creation or design phase, during which we meticulously craft your financial plan that acts as your roadmap. Our entire team works directly with you to establish that map, always ensuring that you are comfortable with the actions we take in an effort to give you peace of mind.
3

Collaboration

Once we create a plan that we believe will give you the best chance to achieve serenity, we present it to you. A fundamental belief of ours is that you should understand your plan, so this is more than just a presentation. We dive into how each component works within the plan, and if you are not enthused about the plan, we go back to the drawing board. It is important for you to understand your plan, but more importantly, you need to be confident. This is the chance to learn, and we use questions as educational opportunities.
4

Implementation

With an agreed upon plan that both you and our team feel confident in, we begin the implementation process. That can include the management of your assets, the identification of an optimal policy, the establishment of an estate or legacy plan, or any other action we can take in the near or far away future that sets you up to secure every point in your financial life cycle.
5

Evaluation

Although your plan is in place, our mission isn’t complete. Our planning process is ongoing, and some tweaks and adjustments will be made as you progress through your career and traverse life’s many obstacles. As your trusted partner, our job is to anticipate, adjust and adapt to those obstacles so we can give you the best chance to make the most of advantageous opportunities or overcome difficult scenarios.
PCIA of the Ozarks

1835 E. Republic Rd., Suite 104
Springfield, MO 65804

Ph: (417) 720-4255
pciaozarks@pciawealth.com

Service-Based Values

We don’t take a single action that doesn’t align with our values, which are client-driven and built around the optimization of your unique plan. Additionally, we look to make these values evident in our behavior, and they’re our lighthouse, guiding our ship toward quality relationships beyond anything else. Here are our core principles that drive our service-oriented goals and propel us to achieve our mission of helping you reach the retirement you desire and deserve.

Service-Based Values

We don’t take a single action that doesn’t align with our values, which are client-driven and built around the optimization of your unique plan. Additionally, we look to make these values evident in our behavior, and they’re our lighthouse, guiding our ship toward quality relationships beyond anything else. Here are our core principles that drive our service-oriented goals and propel us to achieve our mission of helping you reach the retirement you desire and deserve.

The PCIA of the Ozarks Team

Our team is the heartbeat of our firm, upholding our philosophies and ensuring that each of our clients are treated to the highest standards of service. We are students of the market, knowing that there are always learning opportunities to help us improve your standing, but we’re also historians with a strong grasp on previous trends and patterns. We also know that our clients aim to reach financial independence, so we guide them with the right direction and proper tools so they can reach that independence. Meet our team below!

Terry Conner, CFP®

Managing Director

Christian Conner, CFP®

Partner / Financial Advisor

Collin Gimlin

Financial Advisor

Diane Quesenberry

Office Administrator

Stephanie Nimmo

Office Administrator

Bucks N’ Trucks

Welcome to Bucks N’ Trucks featuring Collin Gimlin and Christian Conner with Prime Capital Investment Advisors of the Ozarks. In our opinion, there is not a better time of the year than deer season. We enjoy driving the trucks through the woods, unwinding in nature and the adrenaline when a big buck is in sight. There is one thing, however, that gets us even more excited. That is a well-put-together wealth management plan that leads people to a work-optional lifestyle. So, we decided to pair our two passions together, leading us to Bucks N’ Trucks. We talk about hunting bucks, saving bucks and everything in between while cruising around the heart of the Ozarks in trucks. Hop on in and learn about the power you hold in your financial life with everyday tips you can adopt to strive toward your ideal life. Check out every episode of Bucks N’ Trucks now!

Watch the Show

Are you confident in your current financial plan?

Fill out the form below, and we’ll be in touch shortly!

Contact Us

"*" indicates required fields

Name*

Are you confident in your current financial plan?

Fill out the form below, and we’ll be in touch shortly!

Contact Us

"*" indicates required fields

Name*