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Dallas Nelson

Dallas Nelson

Client Service Specialist

Dallas Nelson joined the Prism Financial Group team in April 2014, as a Client Service Specialist. His role in the team consists of processing cashiering transactions including deposits and client distributions. Dallas also oversees the establishment of new accounts and transfers for our clients as well as overseeing Prism's online presence through our website and other social media outlets. Dallas is also in charge of setting all of our client review meetings.

In 2012, Dallas graduated with his Bachelor's of Business Administration in Finance from West Texas A&M University, where he completed his undergraduate studies with a study abroad program at the Copenhagen Business School in Copenhagen, Denmark, The program was specific to the study of social democracy and capitalism, international trade, global sourcing, and the region's economy.

While attending WTAMU, Dallas was a member of the university's Accounting and Finance Association (AFA). He also participated in the Student-Managed Investment Fund where he completed the analysis and comparison of companies' stocks, to learn the fundamentals of investing and provide scholarships for future College of Business students. Dallas also competed in Capsim, a Capstone Business Simulation, where he and his team placed in the top 10% in the nation. The simulation is designed to teach strategic management, competitive analysis, finance, and other business aspects, to enhance business acumen, and to turn a poor performing company, in to a successful and focused company.

Shortly after completing his undergraduate studies, Dallas returned to his hometown of McPherson, KS, where he began his career in the financial industry working in a local bank's trust office, and as a paraplanner for a local financial advisor. He has also obtained his FINRA Series 7 license.

On a personal note, Dallas now lives in the Overland Park, KS area. He enjoys spending time with his family and friends, hunting, fishing, playing golf, and watching his beloved Boston Red Sox, Dallas Cowboys, and Nebraska Cornhuskers.

We are fortunate to have Dallas as a member of the Prism Financial Group team. You may contact him via email at [email protected] or by telephone at (913) 345-1444 x3542