Management Bios
Theresa Fette, MAcc, LL.M.
Chief Executive Officer
theresa@trustprovident.com
"I'm responsible to make sure we keep our promise of providing exceptional stewardship and customer service at every stage in our client's account life. With the huge shift to self-directed account management, I am committed to making sure our clients have the maximum flexibility and opportunity to select their personal wealth-building strategy."
– Theresa Fette, CEO of Provident Trust Group LLC.
Taxation, Trusts, Estate Planning, and Business Planning. She is nationally recognized for her expertise in Domestic and International income and estate tax planning for the high net worth individuals including tax planning for the sale of an appreciated asset.
Theresa's extensive educational background and hands-on experience in special asset custodian custody, tax and trust services adds an element to our executive team of lawyers and industry experts that no other self-directed retirement plan administrator can boast.
Education:
- LL.M. in Taxation, University of Missouri -Kansas City
- J.D., University of Arkansas
- MAcc, University of Arkansas
- BSBA in Accounting,The Sam M.Walton College of Business
Experience:
- Fette, Helquist & Park,Tax Lawyers, LLC, Partner
- Junior Partner and Partner experience in other law firms
- Washington County Circuit Court, Judicial Extern
- Wal-Mart, Inc., Real Estate Entity Integrity
- Beverly Enterprises, Strategic Innovation Consultant
- Federal Deposit Insurance Corporation,Research Analyst
Professional Affiliations:
- American Bar Association,Taxation Committee
- Kansas Bar Assn. ,Taxation & Estate Planning Committee
- Kansas City Metropolitan Bar Association
- Arkansas Bar Association
- Missouri Bar Association
- Entrepreneurs Organization
Civic & Charitable Activities:
- Volunteered as a mediator for Family in Need of Services and the EEOC
- Volunteered for the Battered Women's Shelter counseling abused children
- Volunteered for the Children's Shelter counseling abused children
Jason Helquist, MA, LL.M.
President
jason@trustprovident.com
"At Provident Trust, we focus our services on the administration and custody of IRAs invested in non-traded assets, such as real estate, life settlement, notes and private equity. As Chief Compliance Officer, it is my responsibility to make sure our clients are in best possible position to reenergize and maximize their self-directed retirement portfolios as new legislation and regulations continue to surface."
– Jason Helquist, CCO of Provident Trust Group LLC.
Jason brings a unique blend of education and professional background in economics, taxation and law to Provident Trust Group. Licensed to practice law in New York and Nevada, Jason's primary responsibility is to keep both Provident and its client's compliant. In addition, he works alongside Provident's CEO, Theresa Fette, in implementing the company's vision as becoming the industry innovator and premier self-directed custodian. Jason also directly services both domestic and international income, retirement and estate tax planning for the company's high net worth clients.
Education:
- LL.M. in Taxation, Georgetown University Law Center
- J.D., Syracuse University College of Law, cum laude
- Syracuse Journal of International Law and Commerce
- M.A. in Economics,The Maxwell School of Citizenship and Public Affairs of Syracuse University
- B.A.in Economics, Weber State University, cum laude Omnicron Delta Epsilon
Experience:
- Fette, Helquist & Park,Tax Lawyers, LLC, Partner
- Partner and Associate experience in other law firms
- The Office of Senator Orrin G. Hatch, Tax and Economics Fellow
Professional Affiliations:
- American Bar Association,TaxationCommittee
- Nevada Bar Association
- New York Bar Association
Jeremy C. Green, JD, LL.M.
Vice President of Business Development | Senior Trust Officer
jeremy@trustprovident.com
Jeremy specializes in Tax Law, Income Tax Preparation, Trusts, Estate Planning, Business Planning, Asset Protection, Small Business Development, Licensing, Media & Entertainment Law, Non-Profit Organizations, Compliance, Crisis Management, and Transactional Analysis. His extensive educational background and hands-on experience adds an element that is rare amongst other consulting firms.
Education:
- LL.M. in Taxation, University of Missouri-Kansas City
- J.D., University of Arkansas
- B.A., McKendree University
- Licensed Attorney, Tennessee, Georgia, Missouri
Experience:
- Green & Lundy LLC, Partner
- King & Spalding LLP, Attorney
- Copeland Thompson Farris PC, Attorney
- Lewis Rice & Fingersh LC, Tax Law Clerk
- U.S. Bankruptcy Court, Judicial Extern
Professional Affiliations:
- American Bar Association
- Georgia Bar Association, Taxation Section
- Missouri Bar Association
- Tennessee Bar Association
Neil Schoenblum, JD, LL.M.
Senior Trust Officer
neil@trustprovident.com
Neil Schoenblum is a Senior Trust Officer for Provident Trust Group. He is primarily responsible for overseeing fiduciary administration with a focus on personal trust relationships and client service. Neil specializes in asset protection and trust law, particularly the advantages offered by Nevada. Prior to joining Provident Trust Group, Neil was an attorney with the international law firm of King & Spalding.
Neil received his Juris Doctor degree from Cornell Law School. While in law school, he served as the Managing Editor of the Cornell Law Review. For his undergraduate studies, Neil attended Northwestern University, where he majored in Classics. He graduated summa cum laude from Northwestern and as a member of Phi Beta Kappa. Most recently, Neil received an LL.M. degree in Estate Planning from the University of Miami School of Law.