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Shane Miller, CFP®, CRPS®, CEPA®, Joins Prime Capital Financial

Experienced Texas-based financial advisor strengthens firm’s Fort Worth presence

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announces the addition of Shane Miller, CFP®, CRPS®, CEPA®, as partner and managing director, to the firm’s Fort Worth, Texas, office. Miller brings more than a decade of experience in comprehensive financial planning and will support the firm’s continued growth in the Texas market while further enhancing its tax-focused planning capabilities.

Miller most recently served as a partner at WPWealth, where he spent more than 10 years advising clients on wealth management, asset protection, insurance planning and long-term financial strategies. In his new role, he will continue to serve clients while contributing to the growth and development of Prime Capital Financial’s broader tax and financial planning platform.

“Shane’s addition reflects our ongoing investment in combining wealth and tax advisory services,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “Having an experienced financial advisor embedded within our tax team enhances our ability to deliver coordinated, strategic guidance aligned with clients’ evolving financial goals.”

“Shane is exactly the kind of advisor we wanted to bring into our Fort Worth office. His depth of experience in comprehensive financial planning, combined with his genuine commitment to putting clients first, makes him a natural fit for what we're building here,” said Josh McNamara, managing partner, Prime Capital Tax Advisory. “I’ve seen firsthand how he approaches client relationships — with care, precision, and a long-term mindset — and I’m excited to have him as a partner as we continue to grow in pursuit of becoming the best financial services company in the United States.”

Miller earned a bachelor’s degree in entrepreneurial management from Texas Christian University. He is a CERTIFIED FINANCIAL PLANNER®, a Chartered Retirement Plan Specialist (CRPS®) and a Certified Exit Planning Advisor (CEPA®).

“What stands out to me about Prime Capital Financial is how intentionally the firm brings wealth and tax services together to help clients make more informed decisions,” said Miller. “I’m looking forward to working with a team that values that level of coordination and focuses on client outcomes.”

For more information about Shane Miller and Prime Capital Financial’s services, visit https://primefinancial.com/locations/tax-advisory-services-in-fort-worth-tx/.

About Prime Capital Financial

Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. 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 | Family Office | Tax Advisory. For more information, visit www.primefinancial.com.

Contacts

Gregory for Prime Capital Financial
Jim Hogan
primefinancial@gregoryagency.com

Prime Capital Financial


Release Versions

Contacts

Gregory for Prime Capital Financial
Jim Hogan
primefinancial@gregoryagency.com

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