Provident Oak Financial LLC.
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Provident Oak Financial LLC.
Home
About Us
Our Services
  • Our Process
  • Values -Based Investing
  • Financial Planning
  • Special-Needs Planning
  • Financial Coaching
  • Insurance Solutions
  • Charitable Giving
Insights
  • Noise Reduction Podcast
  • Blog
  • AOTM
  • Money Minute
  • Videos
Client Login
Contact Us
Monthly Market Watch
More
  • Home
  • About Us
  • Our Services
    • Our Process
    • Values -Based Investing
    • Financial Planning
    • Special-Needs Planning
    • Financial Coaching
    • Insurance Solutions
    • Charitable Giving
  • Insights
    • Noise Reduction Podcast
    • Blog
    • AOTM
    • Money Minute
    • Videos
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  • Contact Us
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  • Home
  • About Us
  • Our Services
    • Our Process
    • Values -Based Investing
    • Financial Planning
    • Special-Needs Planning
    • Financial Coaching
    • Insurance Solutions
    • Charitable Giving
  • Insights
    • Noise Reduction Podcast
    • Blog
    • AOTM
    • Money Minute
    • Videos
  • Client Login
  • Contact Us
  • Monthly Market Watch

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“Honoring God through serving others. This is our founding principle. We strive to make this the cornerstone of our service to our clients and our community. From our Client Service Model to our interactions with our community; Our goal is to show everyone the care and respect they deserve.”


Nelson Negron Jr. C.O.O.

Our Team

Nelson Negron Jr.

Nelson Negron Jr.

Nelson Negron Jr.

COO/ Financial Advisor

BIO

Randy Summers

Nelson Negron Jr.

Nelson Negron Jr.

Insurance Specialist

BIO

Rhiannon Negron

Nelson Negron Jr.

Rhiannon Negron

CEO

BIO

Our Investment Team

Cole Pearson

Peter Klingelhofer

John Siverling

  President, Investment Solutions

CFA Level III Candidate

BIO

John Siverling

Peter Klingelhofer

John Siverling

 Director of Private Markets and Impact Advocacy

BIO

Nathan Willis

Peter Klingelhofer

Peter Klingelhofer

Director of Portfolio Strategy, Senior Portfolio Manager

 CFA, CAIA

BIO

Peter Klingelhofer

Peter Klingelhofer

Peter Klingelhofer

Director of Research, Senior Portfolio Manager

CFA, CKA


BIO

Rob Riley

Rob Riley

Rob Riley

 Investment Analyst

BIO

Tom Mueth

Rob Riley

Rob Riley

 Director of Advisor Engagement

 CIMA®, CIMC®

BIO

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Copyright © 2024 Provident Oak Financial LLC. - All Rights Reserved.


 

 Investment advice is offered through OneAscent Financial Services, LLC, d/b/a Provident Oak Financial, LLC, a Registered Investment Adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any certain degree of skill or training. 

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