Our Name “Provident”
The word “provident” comes from the Latin word providens which means: providing for future needs: careful and sensible; marked by sound judgment; exercising foresight in the management of one’s affairs or resources.
We cannot think of one single word to better express how and why we exist; to serve our clients, friends and neighbors in bringing confidence to their lives with their financial affairs.
Our Purpose
Our purpose is financial confidence for our clients, so they can live a future that’s bigger than their past.
Our Core Values and Beliefs
- Fiduciary – We honor our Fiduciary Standards
- Commitment – To our clients and to each other, to go above and beyond in helping others reach their American Dream
- Innovation – Innovation in service, technology, client experience, knowledge and planning
- We will do what is right regardless of the cost
- We strive to honor God in all that we do
Our Team
Daniel Goodwin
Chief Investment Strategist
Investment Advisor Representative
Dina Siracusa
Vice President
Investment Advisor Representative
Babette Switzer
Chief Operations Officer
Vice President
James Syrewicz
Investment Advisor Representative
Ben Goodwin
DST Real Estate Analyst
Sean Murray
1031 Exchange Analyst
Deanna Pommer
Client Services Associate
Rachel Deaton
Client Services Associate
