About Provision Retirement

A Team Working Toward Your Retirement Goals

Our team of dedicated financial advisors serve as Series 65 Fiduciaries, and have helped families for years. We work diligently to identify your specific needs and design your retirement strategy and investment plan.

Your financial advisor will be your point person and will consult with our strategic partners that include Certified Financial Planners, Certified Financial Analysts, Tax Advisors, and Portfolio Specialists to structure a customized plan to help meet your needs.

Advisor Team

Casey Short

Casey Short

Casey specializes in developing strategies and income plans for individuals and families who are nearing retirement or who have already retired...

Read More

Jay Beerley

Jay Beerley

Jay specializes in client services and plan development, utilizing his love of numbers to create investment plans and strategies for Provision clients...

Read More

Tony Rizzo

Tony Rizzo

As a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™, Tony has an in-depth understanding of his clients’ long term financial needs. He utilizes...

Read More

David McEntire

David McEntire

David listens to his client’s needs and assesses each situation individually, carefully developing a plan to fulfill that client’s goals. He is registered… 

Read More

Support Team

Gwen Louie

Gwen Louie

Gwen ensures that the daily operation of Provision, and its clients’ financial transactions, are handled in a compliant manner. She and her husband, Albert, have 5 sons, and live in Little Elm, TX. She is a homeschooling mom, is active in her church and loves reading the Bible.

Kerynne Satterfield

Kerynne Satterfield

Kerynne assists with client support and distribution of funds.  She and her husband, David, have two teenagers, two dogs, and live in Little Elm, TX. She enjoys learning new things, eating a good meal with family and friends, reading a good book, and practicing Brazilian Jiu Jitsu.

Teressa Rizzo

Teressa Rizzo

Teressa works as an Administrative Assistant for the Fort Worth branch of Provision Retirement and loves working with her husband, Tony. The Rizzos have two daughters and a dog. Teressa enjoys homeschooling, church and outdoor activities, and drinking coffee.

Tracie Bradfield

Tracie Bradfield

Tracie assists with Administrative and Marketing support at Provision. She enjoys people, editing and organization. Tracie and her husband, Jimmy, have two children and live in Savannah, TX. In her spare time, Tracie volunteers at church and her kids’ schools, and socializes with family and friends.

Summer Short

Summer Short

Summer uses her skills as an author to assist the advisors with making difficult concepts easy to understand through practical terms.  She and her husband Casey, live in Little Elm, TX, and have three children. Summer’s first book will be published in Fall 2020; with a sequel currently underway.

Different Needs Require Custom Planning

Everyone has different needs when it comes to retirement and investing. Some have been saving for years, but need additional planning. Others are months from retirement and feel uncertain what steps to take next. Some have accounts that have been neglected or investments from a former employer. We can help you create a well-organized, long-term retirement and investment plan.

Retirement Planning For Peace Of Mind

The Provision Retirement team helps individuals and families prepare financially for their retirement years. Our focus is on creating a customized plan to help provide peace of mind. We develop a strategy designed to deliver the following: consistent income, asset protection, and the opportunity for investment growth.

Serving Clients

With investment advisors located in North Texas and the greater DFW Metroplex, the Provision team is ready to meet your retirement planning needs. Because of our central location, today’s technology, and easy access to major cities from DFW airports, we can easily serve clients in a range of locations.

Together, we can build your custom retirement plan.
Schedule your complimentary consultation.

  • This field is for validation purposes and should be left unchanged.