Overland Park, KS W 110th Street Office

Cecil Samson is a financial advisor with Primerica Advisors based in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Rudman International for 15 years and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1992. Cecil also serves as COO of a legal entity formed for Primerica business purposes and is involved in sales of non-investment home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-delivery strategies overseen by unaffiliated asset managers and supports trade execution and custody through established third-party providers.

Jeremy Mctaggart is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2013, with prior experience at House and Renner Construction. Outside of financial advising, he serves as Children's Ministry Director at Restoration Church. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Christian Ragan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His background includes roles at Swiss Re America Holding Co. and Edward Jones. Outside of advising, he is involved in sales of loan products and home-related services through Primerica affiliates. 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

Geoffrey Gembala is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is a co-author of a book and involved with Appreciate The World, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee structure rather than fixed fees.

Elane Mullins is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has worked at Primerica since 2000 and previously held positions at USDA Risk Management Agency and CVS Health. Outside of her advisory role, Mullins is involved as a range aide for motorcycle riding classes and coach training at Gail's Harley Davidson in Grandview, MO. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Matthew Blessing is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at CRC Insurance Group, RT Specialty, PFS Investments, Inc., Primerica Financial Services, and S. A. Freerks & Associates. He also receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees, with portfolio implementation delegated to BNY Mellon Advisors.

Quinton Branch is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. His prior experience includes roles at IBM and FedEx Express. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. 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. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on transparency and ongoing oversight.

Daron Wohlgemuth is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and previously worked at Dex One from 2011 to 2017. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers 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 uses a tiered wrap fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

Robert Jarred is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Advisors since 2020, PFS Investments Inc., Kemper Health, and Country Financial, among others. He also has extensive experience in chaplaincy services, having served with Marketplace Chaplains for 15 years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.