Michael Clancy
Founder
Mike Clancy founded Provision Financial in 2016 after dedicating more than 30 years to the financial services industry. He enjoys working closely with clients and helping them feel confident and comfortable when it comes to their...
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Holly MacDonald
CERTIFIED FINANCIAL PLANNER™
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,...
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Sean Clancy
CERTIFIED FINANCIAL PLANNER™
Sean Clancy is a co-owner of Provision Financial who brings a thoughtful, research-driven approach to helping clients plan for their future. He combines strong analytical skills with creativity, making complex financial decisions...
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Angela Ciaramitaro
Client Care Associate
aciaramitaro@myprovisionteam.com
Angela Ciaramitaro—known to most as Angie or Ang—is the friendly face that greets you when you walk into our office. With a strong background in office administration, Ang helps keep everything running smoothly while making sure...
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Carli Yoakum
Marketing Coordinator
Carli Yoakum is our Marketing Coordinator here at Provision Financial and helps bring the firm’s brand and personality to life. She oversees marketing and communications efforts, including social media, website updates, event...
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Danyele Watson
Operations Manager
Danyele Watson is the Operations Manager at Provision Financial and has been part of the team since 2021. She plays a key role behind the scenes, helping with paperwork, setting up client accounts, and handling data analysis to keep...
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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.