You’ll often hear us emphasize our Team Approach. That means you won’t just have one financial advisor; you’ll have a team. You will benefit from our team members’ individual strengths and from the synergy that comes from combining our areas of expertise. Further, you will always have a Regency team member available to meet with you, by phone, video, or in person, wherever you are.
Our collaborative Team Approach allows us to provide you with:
Each of our team members has extensive credentialed experience in the financial services industry and is considered a leading authority in the field. Together, we offer sound financial advice and strategies and the utmost confidence in your financial decisions and future.
Regency Wealth Management is dedicated to giving the best research- and experience-based advice to our clients to secure optimum results. We employ advanced analytical tools to assess market conditions and economic trends.
You can count on having a financial advisor available to carefully and proactively work through unforeseen occurrences that affect your financial security — occurrences that may involve significant changes in health, employment, disposable income, or family needs, to name a few.
Meet Your Team
Each member of Regency Wealth Management draws on an impressive array of professional experiences and expertise when addressing your financial planning and investment needs. Learn more about each of their accomplishments, achievements, and areas of expertise below.
Our team of professionals have earned numerous certifications and awards in the financial services industry, and we are proud to call each other colleagues and friends. Some of these individual recognitions include CFA, CFP®, AEP®, CMFC, and AAMS®.