Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.
Mark Massey has over 28 years of experience in the financial services industry. He has earned distinctions as a Certified Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and as a Dave Ramsey SmartVestor Professional....
As a co-founder of Providence Wealth Planning, Ian Massey is a rising star in the financial services industry. In August 2016, Ian was named as a Dave Ramsey SmartVestor Pro, providing advice and guidance to Dave Ramsey followers. Ian...
It's not easy to sum up Neida Cox's role and the importance of her position. Administrative Director is her title, but it hardly does her justice. In layman's terms, she's the "go-to person" on our staff here at Providence Wealth...
Paul Leone joined the Providence Wealth Planning team in 2016 as a Wealth Advisor. With advisory experience that dates back to 1990, Paul is a trusted resource to his clients. At MetLife Resources, Trilogy Financial, and now today at...
Aldo Santana is an invaluable member of our team. Currently serving as an administrative assistant and the insurance operations supervisor, Aldo joined Providence Wealth Planning in February 2018 and has been a blessing to us in many...