About Provision Retirement
A Team Working Toward Your Retirement Goals
Our team of dedicated financial advisors serve as Series 65 Fiduciaries, and have helped families for years. We work diligently to identify your specific needs and design a retirement strategy and investment plan tailored to meet those needs.
Your financial advisor will be your point person and will consult with our strategic partners that include Certified Financial Planners, Certified Financial Analysts, Tax Advisors, and Portfolio Specialists to structure a customized plan to help meet your needs.
Advisor Team
Casey Short
Casey specializes in developing strategies and income plans for individuals and families who are nearing retirement or who have already retired…
Tony Rizzo
As a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™, Tony has an in-depth understanding of his clients’ long term financial needs. He utilizes…
Jay Beerley
Jay specializes in client services and plan development, utilizing his love of numbers to create investment plans and strategies for Provision clients…
David McEntire
David listens to his client’s needs and assesses each situation individually, carefully developing a plan to fulfill that client’s goals. He is registered…
Dan Thomas
Dan serves clients in Oklahoma and Texas, assisting them with a number of financial aspects of their retirement plans. Living in Grayson County…
Support Team
Gwen Louie
Gwen ensures that the daily operations of Provision, and its clients’ financial transactions, are handled in a compliant manner. She and her husband, Albert, have 5 sons, and live in Little Elm, TX. She is a homeschooling mom, is active in her church and loves reading the Bible.
Karen Schwager
Karen enjoys interacting with clients and helping the advisors get investment plans in action by keeping documents moving and keeping client records compliant and current. She lives in Azle along with one of her three young adult granddaughters and two weird cats. She enjoys watching baseball highlights, eating TX BBQ and playing cards.
Kerynne Satterfield
Kerynne assists with client support and distribution of funds. She and her husband, David, have two children, two dogs, and live in Little Elm, TX. She enjoys learning new things, eating a good meal with family and friends, reading a good book, and practicing Brazilian Jiu Jitsu.
Summer Short
Summer uses her skills as a published author to assist the advisors with making difficult concepts easy to understand through practical terms. She and her husband, Casey, live in Oak Point, TX, and have three children. Summer has written two, middle school-age children’s books, with a third currently underway.
Teressa Rizzo
Teressa works as an Administrative Assistant for the Fort Worth branch of Provision Retirement and loves working with her husband, Tony. The Rizzos have two daughters and a dog. Teressa enjoys homeschooling, church and outdoor activities, and drinking coffee.
Different Needs Require Custom Planning
Everyone has different needs when it comes to retirement and investing. Some have been saving for years, but need additional planning. Others are months from retirement and feel uncertain what steps to take next. Some have accounts that have been neglected or investments from a former employer. We can help you create a well-organized, long-term retirement and investment plan.
Retirement Planning For Peace Of Mind
The Provision Retirement team helps individuals and families prepare financially for their retirement years. Our focus is on creating a customized plan to help provide peace of mind. We develop a strategy designed to deliver the following: consistent income, asset protection, and the opportunity for investment growth.
Serving Clients
With investment advisors located in North Texas and the greater DFW Metroplex, the Provision team is ready to meet your retirement planning needs. Because of our central location, today’s technology, and easy access to major cities from DFW airports, we can easily serve clients in a range of locations.
Together, we can build your custom retirement plan.
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