ABOUT

At Provost Financial Services, we understand that your portfolio is more than just a number. It represents time and energy invested to secure a financial future for loved ones and family, often including hours sacrificed away from those very people to achieve it. That’s why we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. We will do everything in our power to make sure that you feel like you have a “financial concierge” at your fingertips.

 

Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated and nothing will be forgotten or left on the table. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to our client experience. We welcome the opportunity to introduce you to our brand of tailor-made services and individualized attention. This is what we do, and we do it well.

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OUR TEAM

We provide advanced financial knowledge and experience to deliver powerful results.

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JASON D. PROVOST, CFP®

Founder and Principal

Jason D. Provost, CFP® is a recognized Federal Benefits Educator, Author, Speaker and Financial Planner, whom you may have seen in CBS and FOX network affiliates and Yahoo Finance, Wall Street Journal’s Market Watch, Morningstar, Street Insider, and others.

He is the Co-Author of RETIRE Like A SHARK – Insights from 34 of North America’s Leading Authorities, with Kevin Harrington, a best-selling author and original Shark on ABC TV’s Shark Tank.

As Founder and CEO of Provost Financial Services, Jason and his team have been helping successful Federal physicians, nurses, law enforcement professionals and other Federal employees maximize their benefits and preserve, protect, and pass on their hard-earned wealth since 2001.

"The Provost Concierge Commitment means each and every client receives a tailor-made, integrated retirement plan and hands-on, individualized attention for the journey together," said Jason.

It doesn’t take long with Jason to see why people trust their money and their future to him. He is a warm and passionate communicator with a “down-home” style who loves to share his financial wisdom and insights as a Speaker to organizations as well as with Federal employees through his ongoing Seminar Series – Maximizing Federal Benefits.

When he's not helping clients, Jason loves spending time with his wife, Erin, their two boys and cycling on and off-road.

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Joanne Shannon

Client Relationship Manager

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Sal Velazquez

Case Analysis & Design

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Mike Nimmo, CFP®

Investment Management

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Riley McCulley

Case Analysis & Design

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Shah Azarian

Legal and Compliance

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Vicky Tajeb

Account Servicing Manager