Meet Those That Make Us Successful

Prevail's Founders

Brad Lawing, Heather Heckadon, Kerry Lawing (CEO), Marcia Vander Wal, Andrew Stafford

Prevail
Leadership

(back) Angelica Foxx, Sherry Meyer, Heather Heckadon, Craig Gordon, Marcia Vander Wal, Brian Pfannenstiel; (front) Bryan Farwell Andrew Stafford, Kerry Lawing, Brad Lawing, Paul Andres

Prevail Innovative Wealth Advisors Investment Advisory Committee

(back) Andrew Stafford, Kerry Lawing, Brad Lawing, Craig Gordon; (front) Brain Pfannenstiel, Jacob Cole, Mike Sanchez

 

Partners

Kerry Lawing

CEO

After 30-plus years owning and operating Lawing Financial, Kerry Lawing suddenly had the unique opportunity to hit reset. In 2017, Kerry sold Lawing Financial – the company he founded in 1985 and grew to over $5 Billion in assets under advisement. He built a close-knit team, with the vision of disrupting an age-old industry, and founded Prevail Innovative Wealth Strategies. Kerry believes the financial industry is broken and that there is a better solution than the traditional advice advisors typically offer. He is driven by impacting the lives of those around him; dedicating himself to growing people, advisors and businesses. Exceptionalism is his passion and Kerry has a history of delivering on that expectation.

 Kerry Lawing | LinkedIn

Andrew Stafford

President
AIF® Accredited Investment Fiduciary

Andrew Stafford, President

In 2013, Andrew built an Advisory practice from the ground up at Lawing Financial. He transitioned his skillset to the Chief Operating Officer after three years. After the sale of Lawing Financial, Andrew joined Kerry Lawing and team in forming Prevail Innovative Wealth Strategies.

Prevail leverages Andrew’s experience as an “industry outsider” to challenge the financial services industry status quo. As President of Prevail, he brings a unique combination of understanding advisor challenges while delivering an ecosystem that exceeds client expectations and financially transforms client’s outlook. He is an Accredited Investment Fiduciary (AIF), key member of Prevail’s Investment Advisory Committee (IAC) and works with many of Prevail’s key affluent clients and business owners on creating wealth.

Andrew Stafford | LinkedIn 

Heather A. Heckadon

Vice President
CLU®
 Chartered Life Underwriter
AIF® Accredited Investment Fiduciary
RICP® Retirement Income Certified Professional

Heather has spent her entire career (25+ years) in the financial services industry, working with our CEO, Kerry Lawing. Her clients call her caring, thoughtful, detailed, and impactful, while Prevail calls her Vice President. She brings a copious amount of energy to those around her. Financial services is the only profession she knows; and she loves it. Heather is one of the primary architects of Prevail’s core strategies, is an award-winning perennial industry leader, and has obtained her Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP), and Accredited Investment Fiduciary (AIF).

Heather and her husband, Chris, call Village of Loch Lloyd, MO home and spend most of their free time playing golf. Her love of the outdoors passed along to her son, Caden, who is a fly-fishing guide in Wyoming. In 2023, the addition of three bonus children became a huge blessing to Heather. She loves being surrounded by a larger family and having the opportunity to be involved in their busy lives.

Heather Heckadon | LinkedIn 

 

Brad Lawing

Vice President
CPWA® - Certified Private Wealth Advisor
AIF® Accredited Investment Fiduciary

As one of the founding partners of Prevail Strategies, LLC, Brad serves as Vice President. Brad works with business owners, executives, and high-net-worth families to help determine their financial goals and help get them where they want to be. He believes that having a road map to financial success is a key component of knowing where to go. He enjoys helping his clients define their plan and challenge conventional wisdom in regards to finances and tax diversification. Serving in the financial services industry since 2006, Brad has helped numerous business owners and executives to deeply understand their financial situation, maximizing their success and ability to control their own financial future. He is a Certified Private Wealth Advisor® and has also served on multiple non-profit boards in various roles.

Brad Lawing | LinkedIn 

Craig Gordon

Vice President
CLU® - Chartered Life Underwriter
WMCP® - Wealth Management Certified 
Professional
AIF® Accredited Investment Fiduciary 

As a fourth-generation financial services professional, Craig Gordon’s family history instilled a passion for the importance properly designed financial plans can provide individuals and families. Craig has a passion for delivering strategies that solve problems, add value, and become impactful in the financial outcomes of the clients he serves. As Vice President at Prevail, Craig is a part of the executive leadership group with a rich history in financial services, a shareholder in Prevail Real Estate Opportunities division, a key member of Prevail’s Investment Advisory Committee and a leadership role to Prevail’s Private Client Group. Craig’s objective for the clients he works for is to help establish plans that create, leverage, and protect wealth. 

Craig Gordon | LinkedIn 

Marcia Vander Wal

Director of Operations

Marcia has worked with Kerry Lawing for over 18 years, her duty as director of operations is to oversee daily ongoings in the office and optimize the processes.

Prevail Team

Corporate Retirement Benefits Leadership Team

Bryan Farwell

Director: Corporate Retirement Benefits
CRPS® Chartered Retirement Plans Specialist PPC® - Professional Plan Consultant
AIF® Accredited Investment Fiduciary
IAR® - Investment Advisor Representative
Bryan Farwell | LinkedIn 

Jesse Hernandez
Director: Retirement Strategies
IAR® - Investment Advisor Representative

Jesse Hernandez | LinkedIn

Kate Duncan
Participation Engagement Coordinator
IAR® - Investment Advisor Representative

AIF® Accredited Investment Fiduciary

Kate Duncan | LinkedIn 

Thomas Wright
CRPC® Chartered Retirement Planning Counselor
IAR® - Investment Advisor Representative

Thomas Wright | LinkedIn 

Advisors

Brett Nelson
 CLU®- Chartered Life Underwriter
Brett Nelson | LinkedIn 

Adam Doran
CPWA® - Certified Private Wealth Advisor
AIF® Accredited Investment Fiduciary
Adam Doran | LinkedIn 

Jordan Chapman
AIF® Accredited Investment Fiduciary
Jordan Chapman | LinkedIn 

Paul Andres

Director of Prevail Strategic Partnerships
AIF® Accredited Investment Fiduciary
Paul Andres | LinkedIn 

Roger Irie
IAR® - Investment Advisor Representative
Roger Irie | LinkedIn 

Heather Graves
Heather Graves | LinkedIn 

Norman Craig
Norman Craig | LinkedIn 

Jeanna Suchsland
Jeanna Suchsland | LinkedIn 

Randy Bratton
 CLU®- Chartered Life Underwriter 
AIF® - Accredited Investment Fiduciary
Randy Bratton | LinkedIn 

Stephen Underwood
WMCP® - Wealth Management Certified Professional
Stephen Underwood | LinkedIn 

Neil Blalock
AIF® Accredited Investment Fiduciary
Neil Blalock | LinkedIn 

Maddie Parker
CFP® - CERTIFIED FINANCIAL PLANNER®
Maddie Parker | LinkedIn 

Garrett Stutz
Advisor

Garrett Stutz | LinkedIn 

Lilly Stafford
IAR® - Investment Advisor Representative
Lilly Stafford | LinkedIn 

Dylan Sales
IAR® - Investment Advisor Representative
Dylan Sales | LinkedIn 

McLean Kistner
Manager - Private Investments
McLean Kistner | LinkedIn 

Andrew Miskimon
Andrew Miskimon | LinkedIn 

George Cater
Business Development

George Cater | LinkedIn 

Wade Kotarba
Wade Kotarba | LinkedIn 

Jay Haffley
IAR® - Investment Advisor Representative
Jay Haffley | LinkedIn 

Matthew Burleigh
Senior Portfolio Manager

Matthew Burleigh | LinkedIn 

James Meyer
James Meyer | LinkedIn 

Grant Montgomery
CFP® - CERTIFIED FINANCIAL PLANNER®

Lieutenant Colonel, U.S. Army Retired

Grant Montgomery | LinkedIn 

Prevail Team

Staff

Brian Pfannenstiel

Manager of Operations & Compliance

Mike Sanchez

Compliance Supervisor

Angelica Foxx

Director of Client Experience & Operations

AIF® Accredited Investment Fiduciary

Jacob Cole

Research Analyst

Randee Davis

Director of New Business

Belinda Counts

Executive Assistant

Andrew Hale

Graphic Designer

Will Foxx

Social Media Coordinator

Regan Smith

Investor Relations

Jordan Gallant

Marketing Specialist

Lori Allen

Executive Assistant

Amber Shuster

Executive Assistant

Rachael Bellitti

Client Engagement Coordinator

Bailee Shaffer

Advisor Assistant

Stephanie Williams

Corporate Accounting Manager

Posey Hoffman

Client Engagement Coordinator

Get the Book Now!

Name(Required)
Address(Required)

Get the Book Now!

Name(Required)
Address(Required)