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Our Team

Our firm is selective to make sure we are a good match ... in the people we hire and the people we take on as clients. The result is a group of very dedicated professionals serving a variety of families in the Bay Area and the Pacific Northwest. We strongly believe in supporting the communities where we live and work through financial contributions and volunteer efforts.


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Rick Prime

President, Certified Financial Planner®

RPRIME@PRIMEWEALTH.COM


Rick Prime founded Prime Wealth Management in 2003 after 20 years of being a chief financial officer of technology companies. Rick has transitioned from being a CFO for companies to helping managing the financial affairs of a select group of families. Rick has a BBA from the University of Wisconsin (Madison) and a MBA from the University of Chicago. Rick is a Certified Financial Planner™ .

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I travel contsantly from California and Oregon seeing clients. My home is in the Rockride/Claremont area of Oakland, California though I have my favorite AirBnB in Roseburg and Portland, Oregon. I belong to a monthly wine club, the VelorRaptors Cycling Club and I love excercise the outdoors and travel. Once a year I participate in a 100 mile bike ride to raise money for Oakland public schools. My wife Cindy is from Roseburg, Oregon and my son and daughter are both in college. I have been active in the community including the former Scoutmaster, Troop 202, Oakland CA. Cindy and I like to go to a brew pub with a food truck on saturday night if we do not have any plans.

Quick introduction into background and why I became a Financial Planner







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Mike Garris

Customer Relationship Manager

mgarris@primewealth.com


Mike Garris supports the implementation of financial plans as well as designing 401K plans for small businesses. He has over 10 years of experience in financial services at Bank of America and Bay Area FinTech companies. Mike has a MBA/MPP from the University of Michigan and is currently pursuing the Certified Financial Planner designation.

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Mike lives in Alameda with his wife and two young children. When time allows, he enjoys camping, playing tennis, and reading novels.


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Caroline Bettendorf

Operations Manager

cbettendorf@primewealth.com


Caroline is responsible for administrative operations, technology, client communications, and ensuring that the office runs smoothly. As a parent of two daughters, Caroline has been involved in leadership roles in the Berkeley public schools as well as various political management activities. Previously, Caroline also worked in the field of political consulting. She graduated from the University of California, Berkeley with a degree in English Literature.

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I enjoy my husband and two college age daughters and travel to see family and freinds ion either San Diego or Portland, Oregon.