our advisor team

We are a committed team of Registered Investment Advisor Associates servicing our clients with progressive wealth management strategies.

Christopher Provo Headshot

Christopher P. Provo
RFC, CRPC, CFF

President & CEO

Pedro Silva Headshot

Pedro M. Silva
CRPC, CDFA, CFF

Investment Executive

joeb

Joseph E. Bakaysa

Investment Executive

our support team

We strive to provide the highest level of customer service, attention to details and continually increase our client trust.

Michelle L. Howland

Director of Operations

cassieg

Cassandra I. Gonzalez

Operations Analyst

Theodore G. Provo

Executive Associate

Christopher Provo Headshot

Christopher P. Provo
RFC, CRPC, CFF

President & CEO

P: 508-842-0539
M: 508-294-2004
E: [email protected]

385 South Street
Shrewsbury, MA 01545

OVERVIEW

As the President & CEO of Provo Wealth Management Group, Christopher P. Provo, RFC, CRPC, CFF has led an impressive career in wealth management for nearly thirty years. He manages the investments of individuals, corporations, non-profit organizations, business owners and their employees, with an impressive depth of knowledge of the financial world. Chris is a true innovator with a passion for leading a dedicated team of advisors. It is not surprising that, for decades, the Provo team has been called upon to provide their expertise as subject matter experts on radio, online, in newspapers and on television. Chris has had the distinction of writing the annual Economic Forecast for the Worcester Business Journal for several years. Our team has been quoted in The Wall Street Journal, USA Today, MSN.com, Fiduciary News, Investment News, Investors.com, Community Advocate, Fifty Plus Advocate and lnvestopedia.com.

Clients often come to us for the first time when they have a nagging feeling that they may not be on the right path or could be doing better. We do many second opinion analyses to help provide confidence and clarity, and update strategies as needed.

Our focus is on protecting clients by lowering management fees below industry standard, and making sure we know their family as a whole. We do not limit our practice based upon client net worth. We take pride in the level of service provided to all clients regardless of account value.

HONORS AND SERVICE TO THE COMMUNITY

Chris recently retired his board seat of twelve years at Becker College after bringing the college international attention by championing the first 100% sustainable college endowment in the nation. He is pleased to currently serve on the Board of the Quinsigamond Community College Foundation. He was awarded Community Service awards from both the National Arthritis Foundation and March of Dimes, as well as the key to the City of Worcester. Our team has been awarded the Best of Business for 8 years in a row, by the Worcester Business Journal.

Additionally, we were awarded the 2019 Massachusetts Small Family Business of the Year Award by Northeastern University Center for Family Business and Worcester Business Journal’s 2017 Small Family Business Award.

BEFORE PROVO

Chris headed straight to Wall Street just days after graduating from the University of New Hampshire, founding his investment firm at the age of 25 without any clients or bank loans.

BESIDES WORK

Chris is a proud member of the Xaverian Society, of St. John’s High School, Shrewsbury, MA, and enjoys participating in various charitable events, whether auctioneering the annual Lori Lajoi Golf Gala or chairing the Francis Ouiment Scholarship fund.

During his free time, Chris enjoys the competitive camaraderie and fellowship of playing golf at the Worcester Country Club. He is a huge Patriots fan and 39-year season ticket holder.

EDUCATION

B.A. University of New Hampshire, History and Political Science

Pedro M. Silva CRPC, CDFA, CFF

Investment Executive

P: 508-842-0539
E: [email protected]

385 South Street
Shrewsbury, MA 01545

OVERVIEW

As a much sought-after speaker in workplace and community settings, and frequent contributor to financial media (Yahoo Money, Wall Street Journal, Morningstar, lnvestopedia, U.S. News & World Report), Pedro Silva has developed a reputation as a financial educator. Although the breadth of his practice has grown as a result, Pedro’s passion continues to be explaining complicated financial concepts in simple terms. Retirees, divorcees, widows, and job changers are faced with financial decisions which could impact them for a lifetime. Pedro seeks to bring clarity and choices to clients empowering them to make informed financial decisions.

HONORS AND SERVICE TO THE COMMUNITY

Pedro was featured in the “40 Under 40” list in the Worcester Business Journal class of 2014.

BESIDES WORK

Outside of work, Pedro enjoys spending time outdoors, cooking and music. He won an International Portuguese Music Award in 2019 (Best Instrumental Performance) for one of his original compositions, and continues to write, record, and perform locally. When time allows, he plans to share some recipes on YouTube.

EDUCATION

B.A. Clark University, Psychology and Sociology summa cum laude

Joseph E. Bakaysa

Investment Executive

P: 508-842-0539
M: 978-994-5499
E: [email protected]

385 South Street
Shrewsbury, MA 01545

OVERVIEW

In today’s world of investment management, taxes, insurance, retirement and income planning there is vast amounts of resources out there at your disposal.  However, to have the time, motivation and know-how to implement those strategies in a cohesive way that fits you can be a challenge.  That is where Joe has found his passion in being able to guide individuals, families and businesses through these complicated waters.  As an Investment Executive with Provo Wealth Management Group, Joe has been able to combine his understanding of finance and desire to get to know his clients to uncover and implement financial strategies that meet his clients’ goals. 

Joe takes a distinct approach with his clients by incorporating PWMG’s investment philosophy along with long-term planning and tax efficient income in order to provide families and institutions with the best chance for financial success.  Joe believes that not only do we need to achieve good market results, but we need to have a strategic long-term plan that takes in to account client emotion and tolerance for the unknown.  Gaining trust, building relationships, and aligning goals are the 3 fundamentals that Joe strives for with each of his current or new client.

HONORS AND SERVICE TO THE COMMUNITY

  • March of Dimes Committee – 2021
  •  ‘Citizens of Excellence’ Award by Citizens Bank for his top performance in 2017
  • Lunenburg High School Basketball Coach – 2007-2012

BEFORE PROVO

Joe was a member of Provo Wealth Management Group from 2007-2009 and rejoined in 2018.  Prior to rejoining he was with Citizens Bank for 6 years providing advice to high-net worth clients along with the Citizens Private Bank.

BESIDES WORK

Outside of work Joe loves spending time with his family that consists of 2 young children, and an amazing supportive wife who taught Elementary School for 10 years.  They are new residents to the Town of Needham, MA.  They love to travel as a family to warm destinations and spend most of their weekends with friends and family.   If it’s not work or family, then you can find Joe enjoying his life-long passion of Golf.  Go Patriots and Celtics!

EDUCATION

B.S. Finance from Bentley University in 2005 with a minor in Law.

Michelle L. Howland

Director of Operations

P: 508-842-0539 
E: [email protected]

385 South Street
Shrewsbury, MA 01545

OVERVIEW

Since 2004, Michelle has acted as the Director of Operations. With over 15 years experience and a Series 6 license, she plays an integral role in managing client relations with the wealth management team of advisors. Her exceptional attention to detail and organizational skills provides a streamlined, headache-free experience for our clientele.

BEFORE PROVO

Michelle built her career after graduating from vocational school at her first co-op position in her trade of data processing which guided her to a path of accounting, data processing, payroll and many other trade skills that have served her well since joining the Provo Wealth Management Group.

BESIDES WORK

Michelle enjoys spending time with her family and playing on her weekly co-ed softball team.

Cassandra Gonzalez

Operations Analyst

P: 508-842-0539
E: [email protected]

385 South Street
Shrewsbury, MA 01545

OVERVIEW

As Operations Analyst, Cassie takes care of a variety of behind the scenes operational tasks, including reporting, client portal access, social media and client review scheduling. Her attention to detail, combined with her analytical and organizational skills make her an invaluable member of the team.

HONORS AND SERVICE TO THE COMMUNITY

Cassie’s love of animals is her passion and she enjoys volunteering at the local veterinary vaccine clinics.

BEFORE PROVO

Cassie had previously worked in customer service in the veterinary and restaurant industries. She completed 2 years at UMass Amherst in Veterinary Medicine.

BESIDES WORK

Cassie enjoys the outdoors and spends time horseback riding, fishing and snuggling with her rescue dog Shelby!

Theodore G. Provo

Executive Associate

P: 508-842-0539
E: [email protected]

385 South Street
Shrewsbury, MA 01545

OVERVIEW

A Babson College graduate, Theodore joined Provo Wealth as Executive Associate in 2021. At a young age he began working at the firm assisting with general office administrative tasks. Now he partners with the advisory team in market research, analysis and reporting of consumer and market trends, while working towards his CFA designation.

HONORS AND SERVICE TO THE COMMUNITY

Theodore has volunteered for the past five years with Habitat for Humanity and enjoys working to help build a world where everyone has a decent place to live.

BESIDES WORK

Theodore enjoys golf, travelling and spending time with friends and family.

EDUCATION

B.S. Babson College, Finance.