About Us
Built on trust. Guided by purpose.
Prosperity & Provision was founded on a simple belief: every family deserves the same quality of financial guidance that was once reserved for the privileged few. We bring institutional-grade planning to clients at every stage of life — nationwide.
Our mission.
We exist to protect what matters most. Not just assets — but the people, relationships, and legacies those assets represent. Our work is deeply personal, and we treat it that way.
We believe financial security is not a luxury. It is a right. And we are committed to making comprehensive, thoughtful wealth planning accessible to every client who walks through our door — regardless of where they are in their financial journey.
What we stand for.
Integrity
We operate with complete transparency. Our recommendations are driven by your needs, not our commissions.
Stewardship
We treat your wealth with the same care and attention we would give our own. Every plan is built to last.
Clarity
Financial planning can be complex. We make it clear. No jargon, no confusion — just honest guidance you can act on.
Longevity
We build relationships, not transactions. Many of our clients have been with us for decades — and their children are now clients too.
Our Team
The people behind your plan.
Imani Barmore
Senior retirement strategist
With over 25 years in wealth consulting, James founded Prosperity & Provision to bring a more personal, comprehensive approach to financial planning. He holds the CFP® and CLU® designations and has guided hundreds of families through life's most consequential financial decisions.
Andy Albright
Integrity Managing Parnter
Renée specializes in complex estate structures, trust design, and multi-generational wealth transfer. Her background in estate law gives clients the confidence that every plan is both strategically sound and legally precise.
Gina Hawks
Product Specialist
Marcus brings deep expertise in retirement income strategy, annuity design, and Social Security optimization. He is passionate about helping clients transition from accumulation to distribution with confidence and clarity.
Chris Norris
Financial Advisor
Sophia guides individuals and families through the full spectrum of life insurance solutions — from term coverage and final expense planning to indexed universal life strategies. Her client-first approach ensures every policy is matched to real needs, not just numbers.
Terry Edwards
Corporate Trainer
David specializes in annuity design, IUL strategies, and long-term wealth accumulation for clients building toward retirement. He brings analytical precision and a calm, educational style that helps clients make confident decisions about their financial future.
Dana Bassett
Onboarding Specialist
Patricia helps clients navigate the complexities of Medicare, supplemental health coverage, and critical illness protection. With a background in benefits counseling, she ensures every client understands their options and enters retirement with the right coverage in place.
Our Carrier Partners
Backed by the industry's most trusted names.
Let's start a conversation.
Whether you're just beginning to plan or looking to strengthen an existing strategy, we're here to help.