Prevail Innovative Wealth Strategies was established in 2017 after more than 30 years of experience as a traditional investment advisor company. Today, as an innovator in the industry, we have $2.2 Billion of Life Insurance “In-Force” and have earned multiple industry-based awards.

We believe the financial services industry has placed too much emphasis on the accumulation phase of the financial lifecycle with little regard to the planning and distribution phase. We challenge the industry status quo by inverting the paradigm to focus on what you keep so you can take control of your financial future.

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Kerry Lawing

Chief Executive Officer

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Brad Lawing, CPWA®

Vice President

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Heather Renfro, CLU®

Vice President

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Phil Ager


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Paul Andres

Director of Prevail Strategic Partnerships

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Tommy Avenia


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Liz Blum

Executive Assistant

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Pamela Carie

Executive Assistant

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Zach Cooper  


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Norman Craig


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Randee Davis

Director of New Business

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Adam Doran


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Angelica Foxx

Client Transition & Advocacy Manager

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Craig Gordon

Vice President of Sales

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Heather Graves  


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Joyce Johnson

Advisor Assistant

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Chase Koster

Research/Reporting Associate

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Mallory Mancuso

Advisor Assistant

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Sherry Meyer

Manager of Finance

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Brain Pfannenstiel  

Manager of Operations

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Ken Prevett


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Chris Raup


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Mike Sanchez

Compliance Supervisor

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Lauren Smith

Marketing Coordinator

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Suzy Stratton

Director of Business Development

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Luka Udris


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Marcia Vander Wal

Executive Office Coordinator