Provision Family Office Solutions offers ancillary financial services to individuals, families and foundations that are presently unmet or partially met by existing advisors to create a holistic and cohesive experience. Our goal is to add value by providing services, oversight and expertise across the spectrum to simplify and provide peace of mind so you can focus on what matters most to you.

Associate Financial Planner

Heavily involved in all aspects of the program. Most of my work was individual projects.

Assisted in the daily operations of a financial planner. I had the opportunity to work in nearly every sector of financial planning, including education planning, retirement planning, estate planning, tax planning, cash flow planning, and much more.

Red to Black is a student organization that offers financial counseling and education to students, faculty, and community members. As the coordinator, I was in charge of scheduling all client meetings and presentations and finding a Red to Black volunteer. I also served as President of the organization, which held additional responsibilities to the University.