Broker Check

Because Family's Important™

Client Centered

Many companies tell you what they do. We're here to tell you why we do what we do.


Our families at home mean the world to us. We wake up, dress to impress, and commute into the office to make a living for the families we've created under our own roofs.

We spend time with our Providence Wealth Planning family, what many companies would refer to as their "staff". Together, we celebrate birthdays, we travel together, we console one another, we laugh, we pray, we have deep conversations together.

Each month, we meet as a staff for our giving conference. Every staff member has the opportunity to select a charity that they’d like to support, and Providence Wealth Planning makes a donation on their behalf. We also encourage our clients to educate us on different causes and charities that are near and dear to their hearts, so that we may be able to get involved. As Dave Ramsey often mentions on his radio show, being a financial steward is a big responsibility, and we don’t take that lightly. That’s why we always strive to keep our employees happy and involved, as we work to make a difference in our community and in the world we live in.

We're also fortunate to work with thousands of Providence Wealth Planning families, what many would refer to as "clients". We get to know your kids, family members, pets, your likes and dislikes, and we learn more about you than most people ever will.  Moreover, when it comes to your money, we're here to have the easy and difficult conversations that need to be had about your family's future. 

While most financial firms are more concerned with your dollars, we strive to make sure we're the right fit for your family, and you're right for ours. The relationship you develop with your financial advisor is crucial. It requires trust and openness. We’re here to do many things for our clients, but it really comes down to this: we are here to help people make great decisions, and thus, we end up making a difference in the lives of many. We strive, above all else, to be there for our relatives, our staff, our community and our clients, Because Family's Important.TM