
Anthony A. Saccaro ChFC, Esq.
President/CEO
Anthony Saccaro ChFC, J.D., Esq., has been recognized multiple times as one of California's financial leaders by Forbes magazine. A Los Angeles native, Anthony founded Providence Financial & Insurance Services, Inc. in 1999 and has helped thousands take control of their finances and prepare for retirement. He considers himself first and foremost a financial educator. A frequent guest on CNBC and Fox Business Network, Anthony also hosts the Providence Financial Retirement Show and has been featured in prestigious publications such as The Wall Street Journal, USA Today, Barron's, Los Angeles Daily News, and FOX Business. Anthony is the author of the Amazon best-selling book More Life Than Money: How Not to Outlive Your Savings. He is also a board member of Advisors' Academy. Anthony has been married to his wife Anca since 2000 and they have two children, Aiden and Audria.

Thuan Lam
Client Service Advisor
Thuan is a Registered Investment Advisor with over 15 years of experience in the financial advisory field. A graduate of California State University, Fullerton, with a degree in Business Finance, Thuan founded and served as president of the CSUF Business Finance Alumni Chapter. His primary role at Providence Financial is to provide additional services to clients. He is friendly and knowledgeable and enjoys working with everyone.

Lorraine A. Grossman
Fiduciary Investment Advisor
Lorraine is an investment advisor who aids Providence Financial in delivering superb value to our clients and bringing unsurpassed expertise to an already distinguished team of strategists. Lorraine has over 20 years of administrative experience in the legal and financial fields.

Zachary Gunderson
Fiduciary Investment Advisor
Zachary is a seasoned financial advisor with a decade of experience in the area of income generation. He is dedicated to crafting personalized financial strategies tailored for each client's individual situation. Known for his sharp insights, Zachary excels in optimizing portfolios for sustained income. Clients trust him for his commitment to their financial goals, making him a reliable partner on the journey to financial success.

Jake Sarnoff
Fiduciary Investment Advisor
Jake is a financial advisor with Providence Financial, specializing in portfolios designed to generate consistent, long-term income. Now in his third year in the industry, he brings a disciplined, client-focused approach to every financial plan. Prior to his advisory career, Jake spent a decade as a professional golfer, honing the strategic thinking he now applies to complex financial decisions. Known for his thoughtful guidance and commitment to client success, Jake is a trusted partner in developing income strategies that support financial independence and long-term peace of mind.

Krystal Soutar
Client Onboarding Manager
Krystal is responsible for transferring funds to and from the various institutions with whom we partner on behalf of our clients. An expert in financial and insurance paperwork with a degree in Finance from Cal State University, Northridge, Krystal handles all requests for fund distribution and account updates.

Jacqueline Thomas
Client Onboarding Manager
Jacqueline helps answer any questions or concerns clients may have about their accounts and assists in keeping them informed and up to date. With over 25 years of customer service experience, she also keeps in touch with our clients regularly and loves playing a key role in helping them reach their financial goals.

Oswald Antonio
Administrative Specialist
Oswald is a detail oriented Virtual Administrative Assistant with experience in data management and analytics in the Philippines. He has supported operations by helping teams stay organized and on track. Oswald enjoys working with data, whether it is updating reports, improving workflows, or ensuring information is accurate and easy to access. He is known for being reliable, easy to work with, and always ready to step in where needed. Oswald takes pride in helping teams run smoothly and making everyday tasks more efficient.

Kevin Lowry
Client Relationship Specialist
With over 20 years of experience in client relationship management and sales leadership, Kevin brings a strategic, customer-centric approach to building lasting partnerships and driving business growth. He’s passionate about creating seamless client experiences that contribute to both customer satisfaction and business profitability. Prior to this role, Kevin held various leadership positions in sales management, where he consistently exceeded targets and led high-performing teams across competitive markets.

Michael Nachfoerg
Executive Assistant
Michael is the Executive Assistant at Providence Financial and often the first friendly face clients meet when they arrive at the office. Originally from Austria, he came to the U.S. on a soccer scholarship and earned his degree in Business from The Master’s University. Michael is the first point of contact for clients and is known for his positive attitude, professional approach, and ability to create a warm, welcoming environment for every client. He enjoys being part of the team at Providence Financial, and in his free time, loves spending time with his wife and daughter.

George Howard
Event Coordintator
George brings over 30 years of experience in the music industry, with a background spanning management, coordination, live performance, and event production. He later transitioned into music data and project management, working with various music libraries to prepare musical works for film, television, and advertising. His extensive experience in project management made for a seamless move into Events Coordination at Providence Financial, where he interacts with professionals at every level. Being part of the Providence team has been both a rewarding opportunity and a valuable learning experience. Outside of work, George enjoys life as a devoted husband and father to the world’s greatest family.

Angelica Romana
Client Service Specialist
Angel is a valued member of the Client Services Team. A Hospitality Management graduate from Cavite State University – Bacoor Campus in the Philippines, she brings over six years of customer service experience and four years as a virtual assistant. Angel efficiently handles client inquiries, schedules review appointments, and supports Thuan and Jacquie with their daily tasks. Her reliability and helpful nature make her an essential part of the team.

Alan O’Reilly
Client Relationship Specialist
Alan is very friendly and helpful. He enjoys working with people. He brings over 15 years of customer service experience from such diverse fields as health care and hospitality. He has a B.S. degree in Biology from U.C. Davis. He really enjoys being part of the Providence Financial team and assisting clients in any way he can.

Rebecca Duzick
Client Onboarding Specialist
Rebecca graduated Summa Cum Laude from California State University, Northridge, with a degree in Psychology. With over a decade of customer service experience, she is known for her personable nature, strong attention to detail, and collaborative spirit. In her current role, Rebecca is responsible for transferring funds to and from the various institutions with whom we partner on behalf of our clients. Her background also includes experience in caregiving and community outreach, reflecting a deep commitment to helping others. Outside of work, she enjoys spending quality time with her family and friends.

Quinn Iverson
Administrative Specialist
Quinn’s role is to assist the rest of the team and keep the office in good order. Originally from Big Bear City, California, Quinn earned a bachelor’s degree in cognitive science from UC Berkeley. After graduating, Quinn worked as a research assistant for the Berkeley Evaluation and Assessment Research Center, where he contributed to improving the fairness and efficacy of exams given to teenagers and young adults.

Anca Saccaro
Social Media Coordinator
Anca's primary responsibility is to help educate people about Providence Financial & Insurance Services on social media platforms like Facebook, LinkedIn, and Twitter. She also creates our client newsletters and keeps our websites updated with the latest events, radio shows, podcasts, and media coverage. Anca’s background in journalism helps ensure we can continually provide our clients and prospective clients with timely, reliable news and information and helpful, high-quality educational resources.
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