Michael Clancy
Founder
Michael Clancy is the founder of Provision Financial, established in 2016. With over 30 years of experience in the financial services industry, Michael brings extensive knowledge and expertise to his clients...
Holly MacDonald
CFP®
hmacdonald@myprovisionteam.com
Holly MacDonald is a dynamic and highly skilled co-owner of Provision Financial, bringing nearly 20 years of expertise in the financial services industry. In 2020, Holly earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation...
Sean Clancy
CFP®
Sean Clancy is a sharp and research-driven co-owner of Provision Financial. He combines years of financial services experience with a professional and creative approach while passionately helping clients pursue their future goals and...
Angela Ciaramitaro
Client Services Specialist
aciaramitaro@myprovisionteam.com
Angela Ciaramitaro is one of our skilled client services specialist, joining us in May 2025. Ang brings with her a strong background in office administration and holds an associate’s degree in business from the University of Phoenix....
Carli Yoakum
Marketing Coordinator
Danyele Watson
Client Services Specialist
Danyele Watson is a skilled Client Services Specialist at Provision Financial. Since joining the team in 2021, Danyele has brought expertise in back-office operations, excelling in all things paperwork related, setting up client accounts...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.