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Investment Management Team

Trusted advisors who deliver holistic, goal-driven strategies tailored to every stage of life. Their collaborative approach builds lasting relationships and helps guide confident decisions.

CFP®, CFA

Chief Investment Officer

Chief Investment Strategist

CFA, CAIA, CFP®

Senior Portfolio Manager

CFP®, CPA*

Investment Analyst

Meet Our Teams

At Provenance Wealth Advisors, we believe that unique goals deserve customized solutions. With more than 24 years of combined leadership experience across our financial and investment professionals, our team has earned a reputation for accountability, transparency, and results. From day one, clients have trusted us as a strategic partner—offering innovative thinking and a clear path toward their financial aspirations.

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