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
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...
Sean Clancy
CERTIFIED FINANCIAL PLANNER™
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 Care Associate
aciaramitaro@myprovisionteam.com
Carli Yoakum
Marketing Coordinator
We’re so excited to introduce Carli as our new Marketing Coordinator! She recently graduated from Walsh College with her Bachelor’s in Business Administration and is ready to bring her passion and fresh ideas to our team.Outside of...
Danyele Watson
Operations Manager
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.