52 Forest Avenue
To serve you best, we have assembled a top-flight team that brings a wealth of resources in both the insurance and finance sectors, and who possess an understanding of the unique operating structures that you employ. We know that one size does not fit all, and so we begin first by listening, and then working collaboratively with our clients to develop strategies for shared success. We share some highlights of our team below.
Cathy Konner brings over 25 years of insurance and finance experience, having developed insurance strategies, seed financing, and wealth protection involving a wide range of more traditional assets. Cathy started Proviser in response to what she saw was a market void with respect to medical and dental specialists.
Cathy Konner is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, N.Y. PAS is an indirect, wholly owned subsidiary of Guardian. Proviser Financial LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.
Samantha shifted her career path from being in the Hospitality Industry to joining the Financial Services Industry, and with good intent. After a decade in the Hospitality world, an industry that she truly loved, Samantha realized that she was working a job that was no longer satisfying her desire to create experiences. Recognizing that her mother’s practice had become successful in helping others throughout the duration of their lives, not just for a weekend or a night, Samantha decided that her career path should be one of just that - helping others to protect and prosper in their lives. Samantha joined her mother, Cathy Konner, in her practice to work with professionals uncover financial strategies that help bring confidence, clarity, and wealth building to their futures. Their practice, The Proviser Group, is part of Certified Financial Services (CFS), one of the largest individual financial services firms in New Jersey. CFS has been helping their clients achieve financial success since 1986. With her hospitality routes, Samantha is hyper focused on the relationships she makes with her clients and how she can best serve and assist them. After a connection is made, her role becomes that of a trusted and valued financial specialist who is the quarterback of all financial aspects. The goal is to create efficiency and effectiveness while reaching great success and peace of mind to create an exceptional financial lifetime experience.
Education Bachelor of Science - San Diego State University Financial Representative of Guardian.