Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Insurance

Awards & recognition

  • Proviant Group Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
  • Proviant Group Wealth Advisors, Ameriprise Client Experience Award, 2025

Community participation

Our Name

Proviant is a combination of the words “proactive” and “viante”.

Pro(active):

We take a passionate, proactive stance on planning as a means to help you prepare for your future. We believe it is the only way to be fully prepared, so there can be fewer surprises in the end.

Viant(e):

“Viante”, from the word “via”, means traveling through in route to a destination. The destination at hand here is your financial future. As your financial advisors, we will guide you in your journey to reaching your financial goals.

Our photos

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