Providence Capital

Dezann Korbuly is a financial advisor at Providence Capital with 10 years of industry experience. She holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. Outside of her advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital serves individuals, high-net-worth clients, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach, primarily recommending mutual funds, ETFs, and Treasury-inflation protected securities.

Stephen Rao is a financial advisor at Providence Capital with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, 49 Wealth Management, and Thrivent Advisor Network. Outside of his advisory work, Rao serves as president of the Houston Ole Miss Alumni Club and coaches little league baseball. Providence Capital serves individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning, employing fundamental analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and uses mutual funds, ETFs, and Treasury-inflation protected securities as part of a long-term investment approach.

Noah Behrman is a financial advisor at Providence Capital with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to his advisory role, he is involved in insurance sales, providing clients with fixed insurance products as part of his services. Providence Capital serves individuals, high-net-worth clients, and charitable organizations by offering portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory with a long-term orientation, primarily recommending mutual funds, ETFs, and Treasury-inflation protected securities.

Michael Wuest is a financial advisor with Providence Capital and holds a Series 66 designation. He has eight years of industry experience, including roles at firms such as Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of his advisory work, he serves as a vice president providing valuation and consulting services at WealthTech Strategy Partners and as a venture partner offering technology and corporate strategy consulting at First Rate Ventures. Providence Capital works with individuals, high-net-worth clients, and charitable organizations to provide portfolio management and financial planning services. The firm employs a long-term investment approach using fundamental analysis and modern portfolio theory, primarily recommending mutual funds, ETFs, and Treasury-inflation protected securities while offering discretionary account management and periodic portfolio monitoring.

Jacob Villarreal is a financial advisor at Providence Capital with seven years of industry experience and holds a Series 66 designation. His prior roles include positions at Oakwood Capital Securities, 49 Wealth Management, and Thrivent Advisor Network. Outside of advising, he is involved in general systems and sales management at Whisper Path Cellars, a winery, and provides IT and systems management services for an electrical contractor. Providence Capital serves individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning, typically managing accounts on a discretionary basis using fundamental analysis and modern portfolio theory. The firm employs mutual funds, ETFs, and Treasury-inflation protected securities, along with model portfolios and third-party tools, to provide ongoing monitoring, rebalancing, and reporting.