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Our Team

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Matthew Greene

Proactive Planning Team Leader

Bio

Jack Branch

Proactive Planning Team Leader

Bio

Dan Hatcher

Proactive Planning Team Leader (Little Rock/Memphis)

Bio

Stacey Andres

Proactive Planning Team Leader

Bio

Chuck Clark

Proactive Planning Team Leader

Bio

Kelsey Remmelts

Proactive Facilitator

Bio

Gabriel Martin

Proactive Facilitator

Bio

Cynthia Hyatt Warren

Proactive Coordinator

Bio

Dan Zimanski

Business Growth Consultant

Bio

Committed to providing comprehensive financial solutions tailored to your unique needs, we are dedicated to guiding you towards financial security and success, every step of the way.

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  • (512) 630-4343
  • Dan@ProvisionWS.com
  • 1320 Bent Tree Ln, Searcy, Arkansas 72143
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Matthew Greene

Proactive Planning Team Leader

Matthew Greene is our Chief Investment Officer of Pelican Family Office. Matt began his career in the financial services industry at Bank One where he served as a commercial banker throughout the state of Louisiana. He moved to Chicago in 2001 after being accepted into the M.B.A program at The University of Chicago. After completing his M.B.A., Matt joined JPMorgan’s investment banking team focused on syndicated and leverage finance. In 2007, Matt left JPMorgan to join Credit Suisse and form a team to provide leverage buyout funding to small and medium size private equity groups throughout the United States. Prior to leaving Credit Suisse, Matt served as assistant trader and research analyst on a $250 million investment fund capitalized by Credit Suisse.

In 2011, Matt, with his wife Tara and their two children left Chicago to move back home to Mandeville LA. “Louisiana has always been home and I can’t think of a better place to live and raise my children. Having spent time in all facets of the financial services industry; from bank teller, commercial and investment banking, and investment fund management; I felt it was time to utilize those skills to help people with the investment planning process, so that they can work towards their financial goals.”

Matt holds a Bachelors in Business Administration with emphasis in Banking and Finance from the University of Mississippi, a Masters in Business Administration from the University of Chicago with emphasis in Accounting and Finance, and holds his Series 7 securities registration through LPL Financial.

Jack Branch

Proactive Planning Team Leader

Jack has been recognized nationally and locally as a top advisor to professionals, CPA’s, business owners, and entrepreneurs seeking a forward thinking plan not just a boiler plate one size fits all plan.

His work history before coming into the financial industry gives a fresh outlook on things to look at versus having been in only one industry throughout his entire career. Jack is a graduate from the University of Tennessee in Knoxville and lives in Covington with his wife, Renee. He is an active member of Northshore Bible Church in Covington, avid golfer, husband, father, and active supporter of many charitable entities. .

Jack has a passion for helping clients understand what their potential can be over trying to just meet ones needs. He believes that there is so much misinformation to the public that instead of giving an opinion on topics that you should use an objective approach.

Questions to take a close look at include: why one is saving, exit strategies out of a business, risk management, and how to make sure that you have options if life throws you curveballs before you get to enjoy retirement.

The question that I think he asks that is very critical is “if what you thought to be true about your money turned out it wasn’t true when would you want to know?”

There are three types of clients or potential prospects Jack works with:
1) Business owners that want a clear succession plan either internally or externally
2) Business owners that seek more efficiency in their teams, operation, or profit centers to expand upon
3) Aligning business owners with CPA practices and partners that desire more proactive value added services to provide more tax efficiency for clients owning businesses, high net worth, and charitable minded families or foundations

Dan Hatcher

Proactive Planning Team Leader (Little Rock/Memphis)

Dan’s background in business is varied and extensive. When people talk about how the internet changed lives, Dan is a prime example. In 1997 having a local school fundraising business, Dan was one of the first in that business to go on the internet, which instantly changed his business from local to nationwide. Using innovative thinking he grew his business more than 10 times in a 3-year span, all while adding only one additional part time person, a wide format printer and a fax machine.

His financial philosophy stems from a firm belief that it is not about how much you or your company makes, but about how much you keep! In his opinion, that’s pretty much what everyone wants for themselves and their families.

Dan’s new passion is working with CPA’s to help them facilitate becoming a much more valuable part of their client’s business than just tax compliance. There Is no reason on earth that they should be limited to that finite role in their client’s business. Helping CPA’s have a better work/life balance, make oodles more income in the process, well, that’s even better than the internet!

Stacey Andres

Proactive Planning Team Leader

Stacey Andres is a financial advisor based in Brentwood, TN. He works across the country helping his clients lay out clear objectives while identifying risks that prevent financial goals from becoming a reality. With this knowledge, Stacey creates a custom holistic individual blueprint that addresses each client’s most pressing concerns.

Stacey specializes in helping business owners and High Income/High Net Worth Families. He also acts as the Director of Advanced Planning for several CPA firms providing holistic planning for their best clients. He has been published by Forbes and has been recognized nationally for his best-selling book, The Waterfall Plan.

Working with a Virtual Office Team of experts allows Stacey and his clients to avoid the traditional planning trap where tax and legal strategists, financial specialists, and business consultants work independently, leading to missed opportunities.

Instead Stacey’s Virtual Family Office has one point of contact that co-ordinates all aspects of your plan, ensuring you get the best possible solutions.

Stacey has been married to his wife Michelle for 28 years and has three children, Theoron, Shaley and McKenna. In 2022 both his daughters got married.

Chuck Clark

Proactive Planning Team Leader

Chuck is a seasoned leader in the Information Technology/Planning world for over 35 years the Regional executive for leaders such Peak Uptime and other regional IT firms. An industry leader in, innovation and an executive level leader

Chuck has an easy going style that makes people feel at ease. He keeps it real and maintains humor while staying true to the things that matter: his faith, his family and his clients.

Chuck is a master at adding a flair of creative thinking to complex business challenges.

In the past few years he’s developed an understanding of the real value of money. It is not how much money you have, its how much you keep. Chuck’s passion in this facet of his career is working with CPA’s in NW Arkansas helping them to achieve a better work life balance. His current passion is helping CPAs solve big problems for their business owner clients as a team.

Kelsey Remmelts

Proactive Facilitator

Gabriel Martin

Proactive Facilitator

Cynthia Hyatt Warren

Proactive Coordinator

Dan Zimanski

Business Growth Consultant