Our Team

Todd A. Overbeek, AIFA®, CPFA®PPC®

Managing Partner

(616)-581-3948

(888) 508-2597

todd.overbeek@lpl.com

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...

Read more

Alexander T. Overbeek, AIF®

Partner, Financial Consultant

(616) 208-5088

(888) 508-2597

alex.overbeek@lpl.com

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...

Read more

Joshua Overbeek

Financial Consultant

(616) 229-3321

(888) 508-2597

joshua.overbeek@lpl.com

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...

Read more

Heidi Hall

Administrative Assistant

616-820-0404 x 702

admin.provisio@lpl.com

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....

Read more