Live Well. Finish Well.

We help families in Grand Rapids, Minnesota, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.

 

Grand Rapids, MN

32 NW 4th St.
Grand Rapids, MN, 55744
(218) 326-0068

info@providencefa.com

Advisors

Brad Nelson

CFP®, CKA®, RICP®, CLTC®

Chief Stewardship Officer
& Founder

Benjamin Weerts

RICP®, CLTC®, FIC

President of Stewardship
& Lead Financial Advisor

Simon Jackson

Financial Advisor

Sara Bolen

RICP® Associate Advisor

Staff

Bailey Ziemski

Operations Specialist

Janessa Pierzina

Client Service Concierge

Investments

Cole Pearson

President, Investment Solutions

Nathan Willis

Director of
Portfolio Strategy

John Siverling

Director of Private Markets
& Impact Advocacy

Will Sorrell

Director of
Values-Based Investing

Tom Mueth

Director of
Advisor Engagement

Rob Riley

Investment Analyst

Operations

Rob Grubb

Founding Member
COO

TJ Claud

Chief Compliance Officer

Charlie Watkins

Chief Financial Officer

Brian Church

Chief Growth Officer

Matthew Moses

VP, Operational Consulting

Wade Johnson

Director, Transition
and Operations

Jennifer Rogers

Director of
Advisor Operations

Samantha Vance

Director of
Marketing