A Leadership Team of Excellence
Creating wealth involves not only diversifying tax strategies and investment funds but also diversifying asset classes. Investments in real estate offer low correlation to equity markets, making them an excellent alternative asset class. Prevail’s approach to wealth management is distinct from traditional firms.
Unlike the conventional model that relies on generic real estate funds (REITs, mutual funds, etc.) to balance a portfolio based on risk tolerance, we take a more strategic approach. Recognizing that real estate markets can experience significant swings presenting unique growth opportunities, we focus on identifying off-market opportunities in specific real estate sectors.
Our leadership team, renowned for its expertise and vision, conducts in-depth analyses to provide our clients with tailored property investment opportunities. This approach ensures that our clients can capitalize on real estate investments’ full potential, guided by a team dedicated to excellence and innovation.
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.
Andrew Stafford President
After a distinguished 10+ year executive career, Andrew Stafford’s entrepreneurial spirit took hold, along with a desire to spend more time with his family, and he transitioned into Financial Services at Lawing Financial. Drawing on his vast executive, business, and sales experience, Stafford was awarded “New Agent Leader” in 2013, his first full year at the firm. Stafford soon joined the leadership team as Director of Sales, ultimately leading to the position of Chief Operating Officer in January 2016.
McLean Kistner Manager - Private Investments
With a rich background in real estate and private investments, McLean brings not only expertise and energy, but also a results-oriented approach to his role as Manager of Private Investments. He has a history of successfully managing and growing private investment portfolios, consistently exceeding expectations and delivering strong returns for investors.
Brad Lawing (AIF®, CIWP®) Vice President
As one of the founding partners of Prevail Strategies, LLC, Brad serves as Vice President. 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.
Craig Gordon (CLU®, AIF®, CIWP®) Vice President
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.
Jacob Cole Investment Analyst
Jacob has been with Prevail since April 2021 and has worked on every transaction to date. Jacob holds a bachelor’s degree in finance from the University of Kansas.
Marcia Vander Wal Director of Operations
Regan Smith Investor Relations
As a licensed realtor, Regan’s expertise lies not only in property transactions but also in fostering strong investor relationships. With a background in banking and a degree in journalism and interpersonal communication, Regan brings a unique blend of financial acumen and effective communication skills to her role, ensuring seamless interactions and successful outcomes for all parties involved.