Complex situations. Clear solutions.

Some financial decisions only happen once. There's no undoing a bad one — not on the taxes, legacy, or the timing.

I help you get it right.

Business exits, farm succession, and wealth transfer.

Book an Intro Call

Client Praise

  • Connie

    Recently I had a life-changing event with the passing of my husband. I wanted to take stock of my financial picture and make decisions about my investments. Choosing a financial advisor is a significant decision. From the very beginning, my advisor, Katie Randall demonstrated a deep understanding of financial planning, investment strategies, and—most importantly—my unique goals.

    What sets her apart is not just her technical expertise, but also her commitment to transparency and client education.

    Thanks to her guidance, I feel confident about my financial future and am grateful for the clarity she has brought to what can often feel like a complex landscape.

  • Keith and Teri

    Katie is a unique financial advisor. She comes to us with solutions, not problems, and proactively brings us new ideas to guide us through our retirement.

    Most importantly Katie cares about our entire family. That is why all three of our children have selected Katie as their Financial Consultant.

    A 5 start rating does not begin to reflect our satisfaction and comfort with Katie.

  • Carmen

    Katie Randall is an outstanding financial advisor. She cares deeply about her clients' well-being as well as their financial assets. She is always responsive, and encourages me to understand my finances more deeply. I highly recommend her and consider her a friend.

Katie Randall

Wealth Planner | Partner

For 20 years I've helped people navigate the financial decisions that matter most. My approach brings the kind of comprehensive, coordinated financial strategy usually reserved for the ultra-wealthy — delivered in plain language that actually makes sense.

No jargon. No one-size-fits-all plans. Just honest, strategic work built around what actually matters to you.

I've lived through major transitions myself. That shapes how I show up for clients — with strategy, yes, but also with the kind of understanding that only comes from experience.

Based in the Heartland. Serving families across the US. Mom of three. Advocate for thriving communities.

Get in touch.

krandall@primefinancial.com
text: (417) 427-3659 | main: (417) 447-3500

Virtual service available to US citizens.

2870 S. Ingram Mill, Suite B, Springfield MO 65804

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Disclosures: 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.

The testimonials, statements, and opinions presented are applicable to the individual depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The statements were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.