Todd has been securities licensed since 1994 and has grown to focus his practice on the 401(k) / retirement plan marketplace.Along with experience, Todd brings an understanding of and appreciation for the fiduciary obligations facing...
Partner, Financial Consultant
Alex began his career in financial services in 2012 with high aspirations and quickly attained his securities and insurance licenses. Alex has gained valuable experience working both with a large life insurance company as well as a...
Josh began working for Provisio in March 2020 as an intern. In April of 2021 he graduated from Davenport University with a Bachelor's degree in Finance and obtained his Series 7 and Series 66 shortly thereafter. In his free time he...
616-820-0404 x 702
Your financial goals have always been our top priority. Heidi knows very well the level of service that we strive to achieve and is committed to providing the best possible experience for you as our virtual Administrative Assistant....