Prime Capital Financial of Los Angeles is proud to be a part of our larger parent company, Prime Capital Financial, with the expanded services, capabilities, and team members that our partnership offers to our clients here in L.A. Founded in the 1980s as an insurance business, Prime Capital Financial expanded into wealth management in 1997 and retirement advising in 2004. In 2017, the current leadership team acquired the firm, and since then it has grown rapidly due to acquisitions, hiring independent advisors, strong organic growth, and launching new businesses.
About Prime Capital Financial
Nicholas Stonnington, Jr., CFP®, AIF
Partner & Financial Advisor
Call or Text: (626) 469-8169
Dana Audé
Sr. Registered Client Service Specialist
Call or Text: (818) 479-0085
Prime Capital Financial Teams
Trading Team
Mike Stolberg
Director of Trading
Will Westenberger
Trader
John Bastarache
Trader
At Prime Capital Financial, our concierge trading team—located at our global headquarters—is available during market hours to execute client requests with speed and precision. Whether it’s placing trades or navigating complex transactions, our team is here to provide responsive, hands-on support every step of the way.
Portfolio Management Team
Scott Duba
Chief Investment Advisor & President, Wealth Management
William McGough
Deputy Chief, Investment Officer
Clayton Allison
Portfolio Manager
Our headquarters in Overland Park, Kansas, oversees the creation and active management of diversified portfolios tailored to each client’s financial goals. We believe in building strategies that balance opportunity and risk, selecting the right mix of assets and continuously monitoring performance to adapt as markets shift and client needs evolve.
Financial Planning Team
Mary Lucas
Director of Financial Planning & Client Experience
Daniel Riemann
Financial Planning, Associate
Hudson Gray
Financial Planning, Associate
We understand that each client has a unique set of financial goals and objectives. We believe the best way to guide our clients toward their goals is by starting with a plan. One that meets them where they are today and joins them where they will be tomorrow by offering continuous advice and solutions throughout the journey.
Family Office Team
Kevin Kaylakie, CFP®, CPWA®
Partner and President, Prime Capital Family Office
Connee Sullivan
Senior Wealth Manager
Adam J. Packer, CFA®, CAIA®
Director of Investments
The family office services we provide are designed to provide a comprehensive suite of solutions, meticulously tailored to help preserve and enhance your legacy across generations. We deliver white glove service to families with complex financial needs, providing aggregation, automation, and advice.
Learn more about our Family Office Services
Prime Capital Financial Network
Resource Center
Take advantage of our resource library and explore educational articles, videos, and tools designed to help you stay informed, support your financial and retirement planning, and inspire you to dream big about what’s next. We update our content regularly, so be sure to bookmark our blog. If you have any questions, please don’t hesitate to call us at (626) 469-8166.
