Drew Moenter currently works to support client services as a financial planner in our Batesville, Indiana office. Drew is a CERTIFIED FINANCIAL PLANNER® professional, ChFC® (Chartered Financial Consultant), holds a life insurance license, and his Series 65 registration.
Drew Moenter, ChFC®, CFP®, MBA
Wealth Advisor
Batesville Office
Drew, formerly an instructor pilot in the United States Air Force, spent his 12 years of service honing his abilities as a teacher and detailed mission planner. While serving, he taught Dave Ramsey classes to young airmen to help them make better decisions about what to do with their first paychecks and taught finance classes to underprivileged adults in the surrounding community as a volunteer at Love INC. His passion for planning, personal finance, and serving others led him to pursue his calling here in Batesville.
He and his wife, Candace, have three young children, Addison, Benjamin, and Molly. In their free time, they love to be outside hiking or camping, being with friends and family, and giving back to their local community.
Our Team
Prime Capital Financial is an independent financial services firm helping individuals and families achieve their financial dreams. We offer boutique, personalized service, and we are dedicated to serving our clients through multiple generations.
Life Transitions can be complex and confusing.
Making decisions around life’s transitions can be complex and confusing. When transitions happen in your life, money goes into motion— either toward you or away from you. We understand the issues that might impact you financially and will help you navigate through each life event.
Retirement Leaving a Legacy Career Change Having a Child Health Issues Getting Married Loss of Loved One Promotion College
What to Expect
Schedule a meeting to sit down with us so we can discover what your financial goals and dreams are at every stage of life. Using our easy five-step Life Compass Process, we will help you plan and implement an ever-evolving strategy. Here’s how it works: