Our Story
Our mission is to uphold the highest level of integrity in servicing each of our clients’ unique needs. We strive to help our clients create, understand and implement a prudent financial plan designed around their specific goals. We believe client education is the key to a successful relationship. The desired result is a client focused experience that helps to define, track, and implement goals that can help the client know they have planned wisely for their financial future.
Our team consists of ten members with 125+ years of combined experience, and includes seven licensed LPL financial advisors. Each team member brings unique gifts and experience to the table which helps us provide a more rounded approach to client and asset management. Working as a team also means there is always someone on hand every day the market is open to address client concerns, answer questions, and make sure the client knows they’ve been heard and their request is being addressed.
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Our Team
Alisonn Best, CFP®, MBA
LPL Financial Advisor
Alisonn grew up in the financial service industry and has been a financial advisor for more than 10 years. As a Certified Financial Planner, she emphasizes the importance of a holistic planning approach. Most important to her are the relationships built with her clients.
Donna Garland, AAMS®
LPL Financial Advisor
Donna has been building her practice for the past 15 years and has loved the journey and the flexibility it has brought to her. When Donna isn’t at the office, she can be found traveling or cycling, sometimes cycling while traveling!
Jared Best
LPL Financial Advisor
Patricia Shaw, MBA
LPL Financial Advisor
Patricia joined with the team after being a financial advisor for a few years on her own. She enjoys building the financial relationship with clients, researching solutions, and the comradery of her coworkers.
Eric Russell
LPL Financial Advisor
Though new to the Providence Financial Group team, Eric has been in the financial service industry for more than 20 years, most recently as a manager at Waddell and Reed. He brings to the team his knowledge in financial planning and excitement to be back as an advisor.
John Phelps
Relationship Manager
After 35 plus years as a financial advisor and Certified Financial Planner, John has slowly taken steps towards retirement.
Frank Trenary
Administrative Assistant
Frank has been enjoying his role as administrative assistant after retiring from the financial advisor role a few years ago. In his spare time, Frank likes to spend time traveling with his family.
Jackie Thompson
Administrative Assistant
When Jackie’s 28 year career in oil and gas came to an end, she wanted to find a fun and challenging new job. Jackie brings many things to our table including a great work ethic, excellent attention to detail, and a positive attitude.
Reliability is our guiding principle
Being able to rely on someone knowledgeable and backed by experience is something we take great pride in. Providence Financial Group is committed to being the reliable foundation on which you can build both financial freedom and wellness. Give us a call and let’s discuss your financial goals and how we may be able to assist you.