What Makes Us Different
FIDUCIARY STANDARD OF CARE
We Help Families that are motivated by:
That they may not have the experience to develop and execute a successful plan by themselves.
Knowledge that without a good plan the wealth an values they've created may vanish over time.
Joe holds a degree in Finance from the University if Cincinnati College of Business. He has completed the University of Georgia Executive Program in Financial Planning, and holds a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam).
Joe is very passionate about helping individuals and families realize their financial goals and life-long dreams, a work ethic and desire to help others that was influenced by his parents. Joe and his wife Kristin live in Roswell and are active members of the Northpoint Community Church. Joe enjoys traveling with his wife, attending sporting events, playing golf, and cherishes time with his family most of all.
Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Brett and his wife, Lindsey, live in Milton with their daughter, Harper, and dog, Tripp. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.
CUSTODIAN: FIDELITY CLEARING AND CUSTODY SOLUTIONS®
Execution, clearance, and settlement of securities transactions. Preparing and sending periodic statements and confirmations. Custody, receipt, and delivery of funds and securities
Fidelity Investments is an independent company, unaffiliated with Providence Wealth Management. Fidelity Investments is a service provider to Providence Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investment, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Providence Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 887211.1.0