Today we’d like to introduce you to Nelson and Rhiannon Negron.
So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
I’ve been in the financial services industry for almost 20 years and I’ve worked with my clients as their financial advisor for almost ten years. I got my start with one of the big wirehouse firms but soon after, I realized that the way I felt people should be served conflicted with how that firm wanted to do business. I decided that it was time to move on and tried another one of the big firms. After a while, and quite a bit of frustration, I realized that to do what I set out to do as a financial advisor, to truly help people and bring the level of service and respect everyone deserves, I would have to start my own firm.
So, in January of 2019, my wife, Rhiannon and I started Provident Oak Financial, with our clients being our top priority. We wanted to bring an experience to the families we work with that was above and beyond what they’ve ever had before. We built Provident Oak to truly put our clients’ interest first and for us to be a partner with them to help them reach their financial goals. To put it simply, Honoring God by serving others. This is our founding principle. Those five words are the foundation of what we do and why we do it. We believe that in serving others, listening to their stories. Understanding their concerns about money and helping to bring solutions to their most pressing financial worries, that we can honor the One who has given us this platform.
Has it been a smooth road?
I would say that most of the struggle has been in my head. Before leaving the last firm I worked for, I struggled with a lot of different issues around starting our firm. I questioned whether or not it was the right time, what if it’s not received well by current clients and prospective clients, What if, I fail and I’m not able to provide for my family. But thankful I’ve been blessed by an amazing woman who has been my rock throughout this whole process. Rhi has been there for me every step of the way and her confidence in my ability to make this work has never wavered. When doubts creped in, she was there to support me and believed in what we were called to do. I know that without her Provident Oak wouldn’t be where it is today. We are doing very well as a business and we are growing faster than I could have hoped for.
So, as you know, we’re impressed with Provident Oak Financial – tell our readers more, for example, what you’re most proud of as a company and what sets you apart from others.
Provident Oak is a private practice Financial Planning and Investment strategies firm. We work with families to help them develop a plan to take them from where they are, financially, to where they want to go. We specialize in three areas, Small Business owners, Special Needs Families, and those who want to incorporate their values and beliefs into their financial plan.
What we’re most proud of is having the resources and skills to help Special Needs Families like ours. Rhi and I have a 13-year-old son named Keaton. He has High Functioning Autism. As well and a 10-year-old son named Mason who has Sensory Processing Disorder. About seven years ago on a Saturday morning, we were all in the living room of our home. My wife and I were sitting on the couch watching our three boys, who were playing on the floor. Somehow we both had the same thought at the same time, “How was Keaton going to be cared for when we were no longer around to do so?” This was the scariest moment of my life.
That Monday morning, I went into the office and started to do some research. We knew there had to be an answer and we were right. There were tons of financial planning tools and resources out there that I didn’t know existed before. I also discovered that it was going to take a team to make this process work. I knew that I was blessed to have been put in a position to have access to this information and I couldn’t keep it to myself. I know there are tons of families out there that are like ours that need help planning for the care of their children. This has been a focus of our firm. Helping those families with Special Needs, whether it’s planning for a child or an aging parent, and providing the resources needed to help them be successful.
What we’re known for our attention to detail. We listen. We really listen. We listen to every story because it’s your story. It’s important to you so it’s important to us. You have real concerns, real fears, real joy, and real tears. We tell the families we work with that “We want to celebrate when you celebrate and we want to mourn when you mourn. Our families know that they are not just a number, they are not just their account value, they’re family.
Let’s touch on your thoughts about our city – what do you like the most and least?
We’ve lived together in the Houston area for about 13 years now. I grew up in the Houston area and moved to the Cinncinati, Ohio area in 2001 to start my career in the Financial Services Industry. This is where Rhi and I met. She grew up in a small town in Northern Michigan called Mio. I like to say that it’s closer to Canada than anything else, lol. A little while into our relationship I “convinced” her to “give Texas a try”. 13 years later, here we are. What we like most about Houston is the people and the Astros of course but they are people too, lol. We have been blessed to have met and become friends with some of the most amazing people. I also think Rhi is fitting in here just fine. Everywhere we go people just seem to want to talk to her. She can talk to anyone and have a conversation with them like she’s known them forever even though its the first time running into them at the grocery store. As far as what we dislike about the city, it would have to be the traffic. We know there are a lot of people who would agree with how bad the traffic is. If we could just get some help with all the construction, then I’m sure that would help quite a bit.
Contact Info:
- Address: 1322 Space Park Dr.
Suite C118
Houston, TX 77058 - Website: www.providentoakfinancial.com
- Phone: 832-836-2459
- Email: nelson@providentoak.com
- Facebook: http://www.facebook.com/Provident-Oak-Financial
- Twitter: https://twitter.com/ProvidentOak
- Other: http://linkedin.com/company/provident-oak-financial-llc
Image Credit:
Family pictures by Chris Marks, Chairman’s Ball Photo by Coby James with Gulf Coast Imaging Studios
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