Our Team
|
Theodore J. Provenza, CEP, RFC
|
 |
Theodore J. Provenza, CEP, RFC is a 1980 graduate of The James Madison University School of Business with concentrations in Management, Marketing, and Economics.
Mr. Provenza earned his Series 6 and 63 securities registration in 1996, his Certified Estate Planning designation in 1997 and his Series 65 securities registration in 2006. He has also hosted WBJC Estate Planning Hour on 91.5 FM in Baltimore, MD and is a frequent guest speaker on WBIS and WCBM. (You can still find him on Saturday mornings on WHFS between 7 and 9 am hosting "Your Money For Life.") He wrote the foreword to the book "Protecting Your Financial Future" authored by Lee & Kristy Phillips, and has authored articles on Estate Planning and Retirement Investing which have been published in local area newspapers. Mr. Provenza is an Investment Adviser Representative with ING Financial Partners, Inc.
Back To Home Page
|
| James C. Norris, CFP |
 |
James C. Norris is President of Parker Norris Financial, Inc., a financial services firm founded in 1963. He holds a BA in Business Education and has earned his Certified Financial Planner, CFP™, designation from the College of Financial Planning. He has also earned his series 63, 7 and 24 securities registrations and is an Investment Adviser Representative with ING Financial Partners, Inc.
Norris hosts his own weekly radio talk show, is a nationally published author in the financial industry and also serves as a consultant to financial professionals and banks throughout the United States.
By working closely with The Provenza Group, Norris is involved in advanced case development to assure clients a balanced, well-rounded view of their Estate and Financial Planning needs.
James and his wife, Jan, are enjoying raising their three children Jake, 19, Joey 17, and Jill 14.
Back To Home Page
|
| Al Rosenstadt, CPA * |
 |
Al Rosenstadt, CPA is a certified public accountant with Rosenstadt & Associates. He earned his certificate in 1946 and has been working with the public ever since. The voice of experience, you can always count on Al to be honest and straightfoward.
Back To Home Page
|
| Irv Rosenstadt, CPA * |
|
|
Irv Rosenstadt, CPA is president of Rosenstadt & Associates, an Accounting and Advisory firm. He earned his CPA in 1974 after graduating from the University of Maryland at College Park, and worked for the IRS from 1973-1979, mostly in the Large Case Group working on NYSE companies' headquartered in Colorado. He also taught tax law for the IRS and ColoradoStateUniversity.
Rosenstadt & Associates is not a subsidiary of nor controlled by ING Financial Partners, Inc.
Back To Home Page
|
|
Stephen I. Freiman, CPA
|
|
|
Stephen I. Freiman, CPA, graduated from the University of Baltimore in 1972 with a BS in Accounting. He proceeded to take the CPA exam and has been a practicing CPA for over 37 years. Steve has been married for over 32 years with 2 grown children and 1 grandchild whom he just welcomed into this world.
Steve is currently a member of MACPA and AICPA and he is a frequent featured speaker for “SCORE”, lecturing on “Starting New Businesses”. He has extensive experience with both business & personal tax returns and is very knowledgeable in the tax arena. Steve is very thorough in his thought process and works with our other professionals to find a tax solution that is right for you.
Back To Home Page
|
| Wilson P. McManus, P.A.* |
|
|
Wilson P. McManus, P.A., has been in practice since 1986 with offices in Lutherville. He and his firm focus on estate planning and estate and trust administration. Wilson's goal is to help people properly arrange their affairs to minimize taxes, court costs and attorneys' fees in the event of disability or death. Wilson graduated from the University of Baltimore with a B.A. in Political Science, the University of Baltimore School of Law with a J.D., and was Admitted to the Maryland State Bar Association (Estates and Trusts Section, Elder Law Section, Taxation Section) and the National Academy of Elder Law Attorneys.
Wilson P. McManus, P.A. is not employed by, and is independent of,The Provenza Group and ING Financial Partners, Inc.
Back To Home Page
|
| Guy Anderson, Registered Representative |
|
|
Guy Anderson is a 15-year veteran of the financial services industry. Besides being registered with ING Financial Partners, he earned his General Security Representative registration (Series 7) Uniform Securities State Law Exam (Series 63), and is a General Securities Principal (Series 24). He is a 1987 graduate of Loyola College in Baltimore. Guy and his wife, Beth, have two daughters, Natalie and Juliana.
Guy has been working with seniors for over 15 years. He has developed a specialty in working with retirees and those about to retire who want to protect their assets and insure that their money lasts. He focuses on helping pre-retirees and retirees avoid the most common financial mistakes.
Back To Home Page
|
Nancy Amer, Margaretann Provenza, Theresa Boyd, June Nicolay
These are the friendly faces you will see and hear at The Provenza Group. You will recognize June by her infectious laugh when she greets you on the phone or at the door! Theresa is the one you can count on to get all your paperwork processed in an efficient manner. She is meticulous when filling out those forms! Margaretann. aka MA, is Ted's wife. She is VP of Marketing and Operations. Her days are filled with lots of phone calls and decision making, not to mention the task of raising two teenage daughters! Nancy is the queen of efficiency and is charged with the task of keeping things running smoothly!
WE ARE ALL HERE TO HELP YOU PURSUE YOUR ESTATE PLANNING DREAMS!
CALL US OR JUST STOP BY AND VISIT!!
410-902-0000
100 PAINTERS MILL ROAD, STE 204
OWINGS MILLS, MARYLAND
Back To Home Page
Back To Top
|
