For financial decisions that only happen once,
I help you get it right.
Coordinating your finances, taxes, estate, protection, and investments. Serving business owners, women in transition, and farming families.
Some decisions are too important to figure out alone.
Whatever brought you here, you're facing a decision that has big consequences. Get it wrong and there's no undoing the taxes, the legacy, the timing.
Get it right and it changes everything.
Most people in these moments try to piece it together themselves. Cue: Googling late at night, calling a friend who might know someone, hoping their accountant has time to think beyond April 15th.
There's a better way.
What you need is someone who has seen your situation before. Who knows which questions to ask, which strategies actually work, and how to coordinate your finances, taxes, estate, protection, and investments so nothing falls through the cracks.
That's exactly what I do.
Who We Help
Business Exits
You've spent years building something. Now you're ready to sell. But a business exit is one of the most complex financial events of your life, and the decisions you make before the sale closes will follow you into retirement. We help business owners navigate the tax strategy, timing, and transition planning that protects what you've worked so hard to build.
Women in Financial Transition
Divorce. Loss. Inheritance. Retirement. A life that looked different than you planned. Whatever brought you here, you're facing financial decisions that feel overwhelming, possibly for the first time. We help women get clarity, build confidence, and create a plan that works for the life they're actually living — and the one they're building toward.
Farm & Ranch Succession
The land means everything. But passing it to the next generation (and without a tax bill that forces a sale) takes careful planning. We work with farming and ranching families across the Midwest to build succession strategies that honor the legacy of the land and protect the people who depend on it.
Client Praise
Katie comes to us with solutions, not problems and proactively brings us new ideas to guide us through our retirement. Between her and her Prime Capital team we are confident our portfolios are in very good hands. Most importantly Katie cares about our entire family. That is why all three of our children have selected Katie as their Financial Consultant.
- Keith and Teri“Katie is an outstanding financial advisor. She cares deeply about her clients' well-being as well as their financial assets. She is always available to respond to my requests, and encourages me to understand my financial status and goals. I highly recommend her and consider her a friend.”
— Carmen“Katie is more than just a financial advisor, she's been a trusted family advisor for years. Her advice is always wise and incredibly caring. She takes the time to truly understand our goals, and we always feel secure knowing she's guiding our financial future. If you're looking for an advisor who you can trust implicitly, look no further.”
- LeighKatie Randall
Advisor & Partner
Katie is an advisor based in Springfield, Missouri, specializing in business exit planning, farm and ranch succession, and financial planning for women in transition.
For more than 20 years, she has helped individuals and families navigate the financial decisions that matter most — selling a business and minimizing capital gains tax, creating retirement income streams, making Roth conversions at the right time, and even helping women rebuild financial confidence after divorce or loss.
Her approach brings coordinated financial planning — spanning investments, taxes, estate, and protection — typically reserved for the ultra-wealthy, delivered in plain language that actually makes sense.
No jargon. No one-size-fits-all plans. Just clear, honest advice around what matters to you.
Katie has lived through major life transitions herself. That shapes how she shows up for every client — with strategy, yes, but also with the kind of understanding that only comes from experience.
Based in the Heartland. Mom of three. Advocate for thriving communities.
Serving families across the United States.
Reach Out.
krandall@primefinancial.com
text: (417) 427-3659 | main: (417) 447-3500
Virtual service available to US citizens.
2870 S. Ingram Mill, Suite B, Springfield MO 65804
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Disclosures: Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
The testimonials, statements, and opinions presented are applicable to the individual depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The statements were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.
