Meet The Team

Stephen is an experienced Wealth Advisor with 19 years of industry experience. At Provident Wealth, he focuses on helping clients articulate, quantify, and achieve their goals. His responsibilities include planning, relationship management, portfolio construction, and due diligence.

Before founding Provident Wealth, Stephen served as a Senior Vice President and Wealth Management Advisor for Merrill Lynch Wealth Management, where he worked for 15 years. Stephen is an avid learner, accumulating over 90 graduate degree credit hours on his way to earning an MA and MBA. He holds various professional designations, including CERTIFIED FINANCIAL PLANNER™, a designation award by the Certified Financial Planner Board of Standards, Inc., and Certified Investment Management Analyst® (CIMA®) designee, administered by Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania.

Stephen’s passions outside work include spending time with his wife, Rebekah, and their two sons, David and William. They enjoy sports as a family, and Stephen and Rebekah often cheer on their sons at cross-country meets and basketball games. They also spend time together on their small farm raising cattle, gardening, and enjoying leisurely rounds of disc golf.

Stephen and his family are actively involved in Grace Church where he often volunteers to teach a variety of classes. He is a member of the Financial Planning Association and regularly provides financial education within the community on a pro bono basis.

Daniel is a seasoned Wealth Advisor with over 14 years of industry experience. He is passionate about serving clients and building long-lasting relationships. In his role at Provident Wealth, Daniel specializes in portfolio construction, financial planning, and collaborating with other professionals to provide clients with holistic financial services. He also closely monitors ever-changing industry rules and regulations.

Daniel began his career in the financial services industry in 2009 as a Financial Advisor for Voya Financial Advisors. Before founding Provident Wealth, Daniel served as a Senior Financial Advisor and Vice President for Merrill Lynch Wealth Management, a position he held since 2015.

Daniel holds a bachelor’s degree in financial management from Clemson University. He and his wife, Lindsey, have two boys, Jack and Hank, and are expecting twin girls in the Fall of 2023. They are very involved in their local church, where Daniel serves on the Finance Committee and leads a young married couple’s Sunday school class. Daniel enjoys working on old trucks, fishing, and watching Clemson football in his spare time.

As a Founding Partner and Provident Wealth’s Chief Operating Officer, Katelyn is responsible for providing exceptional service and support to clients, assisting the team in implementing customized wealth management plans, and ensuring that the team’s business processes are efficient and organized. She takes pride in offering prompt, proactive, proficient communication and service.

Katelyn graduated Summa Cum Laude from the University of South Carolina in 2015 with majors in Finance and Business Management. She began her career in the wealth management industry in 2014 as an intern and has been in the business ever since.

Katelyn and her husband, Bradley, recently settled in Travelers Rest with their adorable (but strong-willed) English bulldog, Lucy. They are actively involved in Grace Church and are excited to integrate their lives into the unique, tight-knit community. Katelyn is a competitor by nature and especially enjoys the household rivalry shared with Bradley, a Clemson University alum. College football season in their home is very animated – Go Gamecocks!

With over 20 years in the financial services sector, Reid serves as Provident Wealth’s Director of Client Relations. Her forte lies in her exceptional ability to nurture and strengthen client partnerships. Her depth of experience has instilled in her a keen understanding of client needs and expectations. At Provident Wealth, she spearheads efforts to enhance the client experience, ensuring every interaction is marked by trust, transparency, and tailored solutions. She has consistently emphasized the importance of open communication and mutual respect throughout her career, solidifying the firm’s reputation for world-class client relations.

Reid is passionate about mentoring young professionals outside the office, emphasizing the significance of building and maintaining strong professional relationships. As a proud graduate of the University of South Carolina, she, her husband Steve, and their two boys, Duncan and Davis, are loyal supporters of Gamecock Football.

Collin is passionate about helping Provident Wealth’s clients prepare for their financial futures. He supports the management of all client accounts while providing exceptional service to meet each client’s individualized needs and expectations.

Collin recently graduated from Bob Jones University, earning a Bachelor of Business Administration degree in Finance. Collin began his career in the financial services industry during his last year of college. He worked in a tax advisory office where he helped clients file tax returns and advised on tax-saving strategies.

Collin and his lovely wife Jordan, a local ER nurse, are transplants to Upstate but are happy to call Greenville home. They are actively involved in the local church. Collin is a huge Ohio State and Greenbay Packers fan!