Internal Values of our Team
We enthusiastically have embraced this journey. Together, through the power of individuality we have created an environment for open communication, personal growth and collaboration. We take ownership in all that we do and will pursue financially successful outcomes for our clients. We actually enjoy working together! We show our best when we are alone - but we are better together.
Check the background of investment professionals listed on this site on FINRA's brokercheck.com
Terrence “Terry” J. Crowley
Managing Director
Focus
By focusing on each investor's specific needs, Terry develops strategies that help clients pursue their financial goals. Having worked as a Financial Advisor to both individual and institutional investors since 1984, he has gained a diverse experience across the financial services industry, which he uses to help clients craft tailored plans and strategies.
Background and experience
For over 40 years, Terry has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Terry has dedicated his career to delivering the personalized investment planning services his clients deserve.
Terry began his career as a Financial Advisor with Merrill Lynch in Oakbrook, where he developed his fundamental investment knowledge. In 2002, he then joined AG Edwards – a predecessor firm of Wells Fargo Advisors – to take a team approach in providing personalized financial advice for individuals and families. In his role at Wells Fargo Advisors, Terry provided clients with top-tier comprehensive investment planning in his role as Vice President of Investments.
Away from the office
Terry spends his free time with his wife, Karen, and their four sons, Sean, Brendon, Kyle, Michael and five grandchildren Faye, Ellis, Colin, Rory, and Wynn. Terry thoroughly enjoys golf and is a member of Blackstone Country Club. In addition, Terry and Karen have a second home in Cabo San Lucas and enjoy their vacation time together there, and thoroughly enjoy the warm weather.
Kyle T. Crowley
First Vice President
Focus
As a Financial Advisor, Kyle is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. He goes to great lengths to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.
Background and experience
Kyle serves as a valuable asset to the team by providing clients with personalized retirement planning, estate planning and other financial services. By working closely with clients, he can help choose retirement income strategies and structure estate planning around your needs, while also maintaining flexibility.
Kyle is a graduate of the University of Iowa and has a master’s degree from Northwestern University. Prior to joining Providence Private Wealth, he worked with Schlumberger in Kuwait City, Kuwait. After returning home from the Middle East, Kyle worked for Lend Lease – a high-rise real-estate developer in Chicago. He then served as a Financial Advisor with Wells Fargo Advisors.
Away from the office
Kyle spends his free time with his wife Michele, and their children Faye and Ellis. Kyle and his family enjoy maintaining a healthy and active lifestyle working out and playing softball, golf, hockey and basketball together. Michele is an English Language Learner Specialist in the Downers Grove, IL elementary school district. Kyle and Michele are very family-orientated and enjoy all the activities associated with raising their two beautiful children.
Frank Nemeth
Vice President
Focus
My goal is to make the complex terminology and concepts of investing easy to understand for all levels of investors, from absolute beginners to experienced veterans.
Background and experience
I have been in business for 30 years and have seen all types of crazy things come and go. That’s why I believe in core strategies that have been a cornerstone of investing for decades. I have given hundreds of seminars and found that I enjoy teaching and explaining the complex workings of investing and the investment world.
Away from the office
My wife Sandra and I enjoy home improvement projects, gardening, and bicycling for Saturday morning coffee. I play bass guitar in a local “dad” band, home-roast my coffee, and occasionally brew not-so-great beer. Sandra and I have two daughters, Jennifer, a product manager for a Chicago dental instruments company, and Valerie, a doctor in Ohio. We were also recently blessed with our first grandson, Jace Michael.