Team
When a client reaches out to Provider Financial, they can be confident that the voice on the other end of the line is someone who knows them well. Our clients have grown to trust and appreciate speaking directly with our team, and not be passed off to advisors or research analysts that they are unfamiliar with.
Whether connecting every year, each quarter or every month, our clients enjoy and expect that Rob Malmquist is there to advise them every step of the way.Robert Malmquist is a CERTIFIED FINANCIAL PLANNER™ Professional and...
Rose Engler joined Provider Financial in August of 2014. As a Client Associate, she assists with client accounts, set-up, distributions and resolving client inquiries. Rose likes meeting with clients and learning about their interests...
Annelie Holgersson
Client Associate
Annelie Holgersson joined Provider Financial in November of 2015. As a Client Associate, she assists clients with setting up accounts, contact changes, and problem solving. Annelie graduated from Indiana Wesleyan University with a...
Jenny Malmquist has been part of Provider Financial since its inception. As Administrative Assistant, Jenny is responsible for special projects, and helps with office operations. She is passionate about making the business run smoothly...