Team

With over 25 years of industry experience, Michael Clancy specializes in helping clients build greater financial security. As a values-driven advisor, he dedicates his expertise to crafting truly comprehensive strategies for investors...

As Operations Manager at the firm, Holly ensures the day-to-day efficiency of Provision Financial. In addition to overseeing all compliance and office operations, she works closely with clients to provide them with the highest level of...

Staci is one of our Wealth Management Assistants, working collectively with Mike in preparation for account reviews and meetings. She attentively manages our back office procedures, including all paperwork, processing, and...

As a Wealth Management Assistant at the firm, Rachel strives to ensure that our clients experience exceptional care. She oversees all client communication, the organization of the office, and manages our events. Rachel graduated from...

Sean has recently joined the team as our Marketing Director. His primary focus is to create meaningful content for clients in every life stage through our website and social media. He has worked in the financial services industry for...