Our Team
Your primary point of contact is your Financial Advisor; they utilize the larger team of Financial Analysts and Certified Financial Planners to help meet your retirement goals.
Financial Advisors
Casey Short
Casey specializes in developing strategies and income plans for individuals and families who are nearing retirement or who have already retired.
Tony Rizzo
As a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™, Tony has an in-depth understanding of his clients’ long term financial needs.
Jay Beerley
Jay specializes in client services and plan development, utilizing his love of numbers to create investment plans and strategies for Provision clients.
David McEntire
David listens to his client’s needs and assesses each situation individually, carefully developing a plan to fulfill that client’s goals.
Dan Thomas
Dan serves clients in Oklahoma and Texas, assisting them with a number of financial aspects of their retirement plans.