Social Media Coordinator
Anca's primary responsibility is to promote our brand on social media platforms like Facebook, LinkedIn and Twitter. Furthermore, she creates our monthly client newsletter and updates our company website with biweekly blog posts. Anca also works with the website developers to make sure it stays current with our recent media features or company events. Her background in journalism make her an excellent editor and writer and she puts that to good use in helping us maintain a professional online presence.
CMA, EA, Accountant
Paul has specialized in individual and corporate tax preparation for over 30 years and our clients absolutely love him. If you have a tax problem or question, there is no one who can give you a better answer. His claim to fame is that he loves talking to the IRS and helping individuals when they get audited. He is a pleasure to work with and has a hilarious sense of 'dry' humor.
Denise has the primary responsibility of answering the phones and greeting clients when they come into the office. She has a wonderful smile to match her dynamic personality and she will be your best friend within minutes of having met her.
New Accounts Manager
Krystal is responsible for transferring funds to and from the various institutions we work with. She handles all requests for fund distribution and account updates and is an expert in financial and insurance paperwork. She has her Bachelor's Degree in Finance from Cal State University Northridge.
Client Relationship Manager
Gerry is friendly and personable and his eagerness to accommodate a client’s needs always comes through. He brings over 18 years of customer service experience and has worked with clients from top executives to everyday people, treating everyone with the same level of respect and consideration.
Client Service Manager
Danielle takes care of and services all our current clients and their accounts; all the while building and maintaining lasting relationships with the firm’s clients. Her background includes over 20 years' experience in the entertainment industry. Danielle has a wonderful smile to match her dynamic personality and she will be your best friend within minutes of having met her.
Client Services Manager
Michael Tennon attended Grambling State University in Grambling, Louisiana, his career began in 2010 as a Financial Advisor with Pioneer Financial Group in Tulsa, Oklahoma. He has assisted many clients with Life Insurance, Long-term Care, Annuities, & Medicare Supplements to provide affordable & reliable coverage. In 2019, he joined Providence Financial & Insurance Services as Client Services Manager to assist with operations and client management.
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