Roger Williams - Transamerica Financial Advisors

Provident Trust Company, based in Madison, WI, is a closely held, employee-owned firm specializing in focused multi-cap core growth equity strategies to help clients increase their purchasing power over market cycles. With a team of experienced professionals, Provident offers personalized service, active asset allocation, and tax-efficient investment solutions to families and businesses seeking stable financial management. Founded in 1999 as Provident Investors, LLC, the company evolved into Provident Trust Company in 2000, expanding its services to include asset allocation, individually managed portfolios, and trust administration. Led by industry veterans like Scott Harkness and Michael Schelble, Provident aims to deliver superior value through a client-focused approach and a commitment to long-term growth and financial stability.Generated from the website

Benefit Plan Administration of Wisconsin, Inc., founded in 1981 by Lee F. Jost, specializes in the administration and consultation of multiemployer health and pension plans, serving clients primarily in the building trades. With a team of 102 skilled employees across multiple offices in Wisconsin, the firm is dedicated to providing cost-effective solutions and expertise to ensure compliance with regulations and enhance participant security. The company boasts over 35 years of experience, with its principals each having more than 25 years in the industry, allowing them to effectively tackle complex issues faced by their clients. Their commitment to serving multiemployer trust funds is reflected in the long-standing relationships they have cultivated, with many clients relying on their services for decades. Generated from the website

John F Suby & Associates, located in Madison, WI, is a dedicated financial services firm offering a range of solutions in accounting, tax preparation, and financial planning tailored for individuals, families, and business owners. With expertise in restaurant and franchise accounting, their team leverages industry knowledge to help clients navigate the complexities of financial management and enhance profitability. As a Registered Investment Advisor, the Suby Group provides comprehensive wealth management services, including investment management, retirement planning, and estate reviews, with a commitment to personalized service and long-term success. Their mission is to deliver unmatched attention to clients, ensuring a collaborative approach toward achieving their financial goals. Generated from the website