We Are Your Financial Partner When You’ve Outgrown The Rest

As managing partner of Provence Wealth Management Group, Mike has built one of California’s most trusted wealth advisory firms through an unwavering commitment to client success, operational excellence, and forward-thinking innovation. His dedication to the profession has earned him consistent recognition among the region’s top financial advisors by OC Metro, Five Star Wealth Management, and […]

Fina Sneed is a financial advisor and Certified Financial Planner, CFP® at Provence Wealth Management Group. She started her career in the financial services industry in 2007 after graduating cum laude from the University of California, Irvine. Fina has spent the last fourteen years establishing herself as an experienced professional in solving complex financial planning […]

David leads the Retirement Plans Division at Provence Group, a sister organization of Provence Wealth Management Group. David is responsible for overseeing Provence’s retirement plan consulting services and open architecture investment solutions for plan sponsors. David McKenzie is a retirement plan attorney with over twenty-five years of experience. Specializing in both qualified and nonqualified retirement […]

Andrew Cosley serves as Practice Leader at Provence Wealth Management Group, where he orchestrates the seamless integration of advisory excellence and operational efficiency that defines the client experience. In his leadership role, Andrew guides both the advisory and operations teams while providing hands-on support for the firm’s most complex client needs. His strengths in critical […]

Chelsea Vasquez serves as Creative Director at Provence Wealth Management Group, where she brings the firm’s client-first philosophy and wealth management expertise to life through strategic brand development and compelling visual storytelling. With eleven years of experience in film production and editing, Chelsea crafts authentic content that bridges the gap between complex financial concepts and […]

Luke Cosley serves as Director of Operations at Provence Wealth Management Group, where he leads the team dedicated to removing administrative complexity from clients’ lives so they can focus on what truly matters. With strong creative thinking skills and deep expertise in client service process design, Luke has built an operations framework that handles the […]

Karis Jones is an Account Services Manager at LPL Financial. She works closely with clients to ensure their business and family goals are met at a high level of customer satisfaction. She works as a liaison with the advisory team and our clients to identify and maintain their family and business goals, from an operational […]

Michael is an Account Manager at Provence Wealth Management Group. He partners with advisors to support operations tasks, maintain the client relationship between personal wealth and business clients, and effectively delegates and manages various workflows amongst the team and supporting team members. His passion for helping people gain ahold of their financial future led him […]