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...

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Alexander T. Overbeek, AIF®

Partner, Financial Consultant

(616) 208-5088

(888) 508-2597

alex.overbeek@lpl.com

Alex Overbeek is a West Michigan financial advisor helping Christian business owners and professionals plan purpose-driven retirements. Husband, father, and church deacon, he enjoys travel, theology, and Michigan football.

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Joshua Overbeek, AWMA™

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...

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