Our Team

At Provence Group, we’ve built an experienced team,
focused on knowledge and creativity to provide dynamic
benefits to our clients

Founders

MIKE SHEETS, M.A., CFP®, CRPC®

FOUNDING PARTNER

P: (949) 222-6400 EXT. 101
E: MIKE@PWMG.COM

Mike is co-founder and managing partner of Provence Wealth Management Group, one of the most reputable wealth advisory firms in Southern California. Mike leads PWMG with a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a desire to innovate…
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Corporate
Retirement Plans

Corporate
Benefit Plans

AVI K. PAI, CFP®, CRPC®, AWMA℠

FOUNDING PARTNER

P: (949) 222-6400 EXT. 102
E: AVI@PWMG.COM
LINKEDIN

Avi is a co-founder and managing partner of Provence Wealth Management Group, one of the most reputable wealth advisory firms in Southern California. Avi started his career at American Express Financial Advisors (now Ameriprise) as an Advanced Financial Advisor. In 2005, Avi also became an Advisor Coach…
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Private Wealth Advisors

DAVID MCKENZIE, ESQ., CPFA

RETIREMENT PLANS – PRACTICE LEADER

P: (949) 476-4585
E: DMCKENZIE@PROVENCEGROUP.COM
LINKEDIN

David leads the Retirement Plans Division at Provence Group, a sister organization of Provence Wealth Management Group. David is responsible for overseeing Provence’s retirement plan consulting services and open architecture investment strategies for plan sponsors…
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KEVIN SHAH

PRIVATE WEALTH – PRACTICE LEADER

P: (949) 222-6400 EXT. 106
E: KEVIN@PWMG.COM
LINKEDIN

Kevin is a financial advisor and practice leader at Provence Wealth Management Group. With his passion for serving our clients’ best interests, he is responsible for leading and supporting Provence’s private wealth division. Kevin started his career in the financial services industry in 2016…
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Fina Sneed

FINA L. SNEED, CFP®

INVESTMENT ADVISOR REPRESENTATIVE

P: (949) 222-6400 EXT. 103
E: FINA@PWMG.COM
LINKEDIN

Fina Sneed is a financial advisor and Certified Financial Planner, CFP® at Provence Wealth Management Group. She started her career in the financial services industry in 2007 after graduating cum laude from the University of California, Irvine
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STEPHANIE HAMMELL, MBA, CFP®

INVESTMENT ADVISOR REPRESENTATIVE

P: (949) 222-6400 EXT. 107
E:STEPHANIE@PWMG.COM
LINKEDIN

Stephanie is a CERTIFIED FINANCIAL PLANNER™ of Provence Wealth Management Group with investment securities offered through two Fortune 500 companies, LPL Financial, the largest independent broker-dealer in the nation*, as well as Charles Schwab, the second-largest asset manager in the world.
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Stephanie Hammell

Service & Operations

Courtney Strand

COURTNEY STRAND

DIRECTOR OF OPERATIONS

P: (949) 222-6400 EXT. 105
E: COURTNEY@PWMG.COM

Courtney started her career at Provence Wealth Management Group in July of 2013 as a client services associate and has since become our operations manager. She handles much of the daily transaction processing and is responsible for office operations including compliance tasks. She attended Saddleback College…
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ALLEY RUIZ

ACCOUNT SERVICES MANAGER

P: (949) 222-6400 EXT. 104
E: ALLEY@PWMG.COM

Alley is the Account Manager at Provence Wealth Management Group with 6 years of experience. She partners with advisors to support administrative tasks, maintain the client relationship…
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Alley Ruiz
Karis Jones

KARIS JONES

ACCOUNT SERVICES MANAGER

P: (702) 897-8282
E: KARIS@PWMG.COM

Karis Jones is an Account Services Manager at LPL Financial. She works closely with clients to ensure their business and family goals are met at a high level of customer satisfaction
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KARINA RODRIGUEZ

CLIENT SERVICES MANAGER

P: (949) 222-6400 EXT. 109
E: KARINA@PWMG.COM

Karina has over ten years of experience in the financial services industry. Before joining LPL, she served as an Operations Manager at an LPL branch office, with the dual role as a senior sales assistant…
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Karina Rodriquez