Our Team
When investing through a self-directed IRA at Provident, you get dedicated support every step of the way.
EXPERTISE
84%
Eligible operations and customer service associates holding the nationally recognized Certified IRA Professional (CIP) designation.
COMMITMENT
92%
Client satisfaction, YTD as of November 2022. Our satisfaction rating is pulled directly from our clients, who rate us based on each interaction.
SERVICE
8
Number of consecutive quarters our Net Promoter Score (NPS)—the “gold standard” customer experience metric—has surpassed the financial industry average.
It’s our people that make us stand out.
Get to know your Provident leadership team.
Brad Kraft
President
“We are honored that our clients seek out Provident’s technology, associates, and expertise when implementing their asset diversification strategies and working toward their retirement savings plans.”
Katie Campbell
Vice President
“Self-directed IRAs can be intimidating. Our job as your custodian is to make this process as seamless as possible while giving you the tools to efficiently direct your retirement funds.”
Rebekah Atchison
Administration Manager
“Our goal is to anticipate questions and obstacles clients may have, to ensure a seamless overall experience. We strive to instill trust with our clients as we assist them in navigating their personal retirement savings goals.”
Theresa Carroll
Processing Manager
“The ultimate test of a great team is results. Execution with a sense of urgency and a focus on results is core to our culture. We’re motivated to deliver results for our clients—they’re our greatest asset!”
Kevin Baker
VIP Services Manager
“Our team gets to help clients achieve their retirement dreams and assist with the day-to-day reality of managing their accounts. It is incredibly rewarding to know that we get to be a part of their lives in such an impactful way.”
Wherever you want to be, we can help you get there.
Learn more about how we always put you first.
