Theresa Fette, MAcc, LL.M.
Founder/Chief Executive Officer
“I’m responsible to make sure we keep our promise of providing exceptional stewardship and customer service at every stage in our client’s account life. With the huge shift to self-directed account management, I am committed to making sure our clients have the maximum flexibility and opportunity to select their personal wealth-building strategy.”
– Theresa Fette, CEO of Provident Trust Group LLC.
Theresa is one of the founders and the Chief Executive Officer of Provident Trust Group. Her unique managerial and entrepreneurial style has been recognized by Fortune when it honored her as one of the most powerful women entrepreneurs for 2012. She was also named as Entrepreneur of the Year by the renowned Las Vegas Chapter of Entrepreneurs’ Organization. Theresa holds an LL.M. in Taxation from the University of Missouri-Kansas City and a Juris Doctor, Master’s Degree in Accounting, and a Bachelor’s Degree in Accounting, each from the University of Arkansas. She also sits on the Board of Directors for Venovate Holdings. Inc.
Jason Helquist, MA, LL.M.
“At Provident Trust Group, we focus our services on the administration and custody of IRAs invested in non-traded assets, such as real estate, life settlement, notes and private equity. As President, it is my responsibility to make sure our clients are in best possible position to reenergize and maximize their self-directed retirement portfolios as new legislation and regulations continue to surface.”
– Jason Helquist, President of Provident Trust Group LLC.
Jason Helquist is currently the President of Provident Trust Group and through his tactical, innovative, and reasoned leadership, Provident Trust Group has become one of the premier alternative asset custodians and providers of comprehensive trust, self-directed IRA, escrow, and related support services. He is a principle reason the organization has doubled revenue, several years in a row. His unique blend of education and professional background in economics, taxation, and law makes him exceptionally valuable when navigating complicated business environments. Jason has worked in the office of Senator Orrin G. Hatch as a Tax and Economics Fellow, made partner at various law firms, and was a managing partner at Fette, Helquist & Park. Jason holds a Masters in Law and Taxation from Georgetown University, a Juris Doctorate from Syracuse University, a Masters in Economics from The Maxwell School of Citizenship and Public Affairs of Syracuse University, and a Bachelor in Economics from Weber State University. Jason sits on the Board of Directors for Venovate Holdings, which brings together accredited investors and offerings in alternative asset classes.