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Our Team

Our Team

Since leaving Wall Street and establishing Provo Financial Services, Inc. in 1992, Chris has led an impressive career in wealth management. He manages the investments of both individual and institutional clients with an impressive...

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As a much sought-after speaker in workplace and community settings, Pedro has developed an impressive following as a financial educator and life transitions specialist. He focuses on emerging wealth, comprehensive retirement planning,...

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Joseph Bakaysa

Investment Executive

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Joe takes a distinct approach with his clients by incorporating PWMG's investment philosophy along with long-term planning and tax efficient income in order to provide families and institutions with the best chance for financial...

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Karen Shapiro

Financial Advisor, Director, Sustainable Investing

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Sean Moynihan

Financial Advisor

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Pamela Provo

Executive VP Business Development

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After spending 10 years in the corporate world of healthcare, Pam put her executive and relationship building skills to work when she joined the team. Pam has been instrumental in fostering relationships and focusing on client services...

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Since 2003, Michelle has acted as the Director of Operations for Provo Financial and plays an integral role in managing client relations with the Wealth Management Team. Her exceptional attention to detail and organizational skills...

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Denise Tatsis

Client Service Associate

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With over ten years of relationship management experience, Denise provides top quality account service to our clients. Her number one concern is the comfort of our clients and she goes the extra mile to ensure around-the-clock...

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Eleanor Houbre

Business & Marketing Director

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Cassandra Gonzalez

Client Services Associate

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Our Team