Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

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, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

Our Name

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


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.


“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.