The Provision staff work as a team to accomplish your retirement goals. We assist clients in multiple states and would be honored to serve you.
Casey Short – Retirement Planner
Little Elm, Texas | 888-509-8205
Casey serves North Texas, from Dallas to the Oklahoma border. As the President of Provision Retirement, he’s passionate about helping his clients retire well. His focus is creating plans that protect assets, maximize social security, and provide lifetime income.
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Brad Bertrand – Retirement Planner
OKC, Oklahoma | 405-703-3800
Brad serves central Oklahoma, spanning from OKC to the Texas border. With nearly 25 years of experience, he specializes in developing retirement and income plans for those approaching retirement or already retired.
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