Our Team

Enjoy a Personal, Trusted Relationship

Get to Know Us!

Our talented team of experienced investment professionals are dedicated to helping you reach your financial goals. Working with Providence Wealth Advisors is a true partnership, one in which we encourage you to ask questions, discuss changes in direction, and monitor the progress of your portfolio at any time. This approach enables our advisors to provide timely recommendations and shape your portfolio as we move forward together.

Collectively, our team of experts have over seven decades of experience in investment management. Consisting of experienced trust officers and investment advisors, our team will work closely with you to consistently review your situation and recommend the adjustments needed to help your portfolio stay on track.

We implement multiple investment vehicles and channels to maintain a healthy, diverse portfolio, as well as offering numerous trust services through our parent company, Providence Bank & Trust.

We are dedicated to you, your family and your wealth management goals. Together we build trusted relationships that provide you with the peace of mind you deserve.


The Providence Wealth team includes:

Employee Douglas Degroot

Douglas DeGroot, CFP®

Executive Vice President
Employee Tom Clifford

Thomas Clifford

Vice President &
Trust Officer
Employee Cheryl Dalton

Cheryl Dalton

Assistant Vice President &
Trust Officer
Employee Jay Faler

Jay Faler

Assistant Vice President &
Trust Officer
Employee Laura Fasan

Laura Fasan

Investment Advisor
Employee Brian Granato

Brian Granato, CTFA

Vice President
Employee Jillian Gurney

Jillian Gurney

Assistant Vice President &
Trust Officer
Employee Anamarie Karina

Anamarie Karnia

Administrative Assistant
Employee Nicole Smit

Nicole Smit, CTFA

Investment Advisor
Employee Donna Unruh

Donna Unruh

Assistant Vice President &
Trust Officer