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. .

Having entered the Financial Services industry in 1987, he routinely lectures on financial issues and is a trusted colleague among his peers. 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 is highly regarded in the Financial Services Industry. Mr. Provenza was the host of WBJC Estate Planning Hour on 91.5 FM in Baltimore, MD and is a frequent guest speaker on WBIS and WCBM. He was the Certified Estate Planner for The National Heart Council, The National Stroke Council, and The National Alzheimer's Council, in addition to being a member of Who's Who among United States Entrepreneurs, International Who's Who of Professionals, and has been nominated for membership to the American Management Association.

Mr. Provenza is an Investment Adviser Representative with ING Financial Partners, Inc.

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.

Michael C. Wali, CFP, ChFC

Michael C. Wali, CFP, ChFC attended the University of Maryland Business School at College Park, where he majored in Marketing and Finance. He has earned the Certified Financial Planner (CFP), the Chartered Mutual Fund Counselor (CMFC), and the Certified Retirement Planning Counselor (CRPC) designations from the College for Financial Planning in Denver, Colorado. He also earned the Chartered Financial Consultant (ChFC) from The American College in Bryn Mawr, PA. He is an Investment Adviser Representative with ING Financial Partners, Inc. Mike has been in the Financial Services industry for over 20 years and works primarily with retirees, executives, and owners of privately held businesses. His years of experience allows him to offer planning from a unique perspective; whether it's retirement planning, estate planning, business continuity planning, executive benefits planning, or portfolio management. With each client, Mike utilizes a team approach which incorporates the experience of other outside professionals to provide thoughtful financial advice.

 

 

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 Colorado State University.

Rosenstadt & Associates is not a subsidiary of nor controlled by ING Financial Partners, Inc.

 

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.

 

 

 

Wilson P. McManus, Estate Planning Attorney *       
 

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' fess 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.

 

 

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.

 

 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