Colorado Springs, CO Rangewood Drive Office

Douglas Meikle is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2013 and 2014 respectively, and also serves as a contract instructor for the FEMA Emergency Management Institute, teaching emergency response courses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations managed by unaffiliated asset managers.

Andrew Simonds is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Primerica Advisors since 2019 and previously at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports accounts with execution and custody services through Pershing and BNY Mellon Advisors.

Donna Caplan is a financial advisor with Primerica Advisors in Monument, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2009. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Douglas Brown is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2014. In addition to his advisory role, Brown is involved with Chief Capital LLC, an investment-related entity, and owns Chief M3 Real Estate LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading through BNY Mellon Advisors.

Bryant Whitehead is a financial advisor at Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses. He joined Primerica Advisors in 2025 and has prior work experience including roles at Instacart and Jimmy Johns. Outside of his advisory role, he works as an Instacart driver and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lauren Pereira is a financial advisor with Primerica Advisors based in Colorado Springs, CO. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at PFS Investment Inc, Service Source, and Primerica Financial Services, as well as involvement with QContrive Marketing and previous experience in the restaurant and wholesale home design sectors. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joshua Johner is a financial advisor with Primerica Advisors in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. Johner also owns Johner and Associates, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.