As co-founder and managing director of Provenance Wealth Advisors (PWA), Eric Zeitlin has developed an exceptional process of integrating holistic financial planning solutions through a teamwork approach that leverages estate planning strategies and wealth preservation techniques. His extensive knowledge and diverse experience of wealth management, business succession, estate structuring and multi-generational planning has enabled clients […]
With an accomplished career that includes more than 30 years of experience and an assortment of expertise in financial planning, investment advisory, and market analytics, Todd aims to help clients transition into a smooth and enjoyable journey throughout their financial lives. He has guided individuals, families, and business owners in a vast range of situations, […]
For more than 30 years, Co-founder and Director Lee Hediger has provided accomplished entrepreneurs, executives, and stewards of multigenerational wealth with customized strategies to help preserve and build their estate while planning for their legacy. He has developed client relationships that have spanned several decades and multiple generations. With his extensive estate planning knowledge and […]
Director and Financial Advisor Scott Montgomery joined Provenance Wealth Advisors in 2002. For more than 30 years, Scott has been advising ultra-affluent families, industry leaders and entrepreneurs on all aspects of wealth management including estate planning, asset allocation, business succession and investment strategies. His focus is on holistic planning to help clients create a life […]
Director and Financial Advisor Sean Deviney has nearly 20 years of experience in the financial services industry. With his multidisciplinary approach to personal financial planning and corporate retirement consulting, he is skilled at assessing circumstances and developing solutions based on his deep understanding of business strategy and estate planning. His practice has developed into two […]
For more than 40 years, Regional Director and Financial Advisor William “Bill” McKenna has assisted clients in a diverse range of wealth planning services, especially in the areas of estate and business succession planning. He currently oversees training in all PWA office locations and works with clients across the United States. Bill is a graduate […]
Provenance Wealth Advisors Regional Director and Financial Advisor Robert Weiss has more than 30 years of experience in the investment and financial planning industries. He leverages his knowledge to help clients achieve their financial goals over the long term and customizes investment strategies. Robert pulls from Provenance Wealth Advisor’s powerful financial planning resources to deliver […]
Oscar Castellanos has 20 years of experience in the finance industry. He specializes in working with domestic and international clients on estate planning, business succession planning and retirement plans for individuals. He is trusted by clients for his extensive knowledge in creating customized financial plans that offer a secure financial future preserved for generations to […]
For more than 30 years, Financial Advisor Pedro Harth-Silva has helped guide clients in meeting their goals. His focus is to manage investments while helping to preserve wealth. Pedro’s time-tested experience with investment management, financial planning and conservation of wealth with risk management leads clients to trust his guidance and understanding. A graduate of the […]
With more than 25 years of experience as a financial advisor and Chartered Retirement Planning Counselor (CRPC), Kathleen Marteney is notable for helping affluent clients reach their financial goals through careful planning and customization to suit each family’s unique needs. Kathleen’s diverse experience and knowledge has enabled her to develop strong relationships of trust with […]