Client Services
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 a retirement strategy and investment plan tailored to meet those needs.
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.
Support Team
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 assists with client support and distribution of funds. She and her husband, David, have two children, 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 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 assists with Administrative and Marketing support. She enjoys people, copywriting and organization. Tracie and her husband, Jimmy, have two children and live in Savannah, TX. In her spare time, Tracie volunteers at church, enjoys home improvement projects, and socializing with family and friends.
Summer Short
Summer uses her skills as a published author to assist the advisors with making difficult concepts easy to understand through practical terms. She and her husband Casey, live in Oak Point, TX, and have three children. Summer has written two, middle school-age children’s books, with a third currently underway.