Regency Wealth Management

Your Team

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:

Collective Expertise
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.

Informed Advice
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.

Proactive Solutions
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.

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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®.

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Andrew M. Aran

Andrew M. Aran
CFA, Managing Partner

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Timothy G. Parker

Timothy G. Parker
CFA, AEP®, Managing Partner

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Mark D. Reitsma

Mark D. Reitsma
CFP®, CMFC, Managing Partner

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Bryan D. Kabot

Bryan D. Kabot
CFP®, AAMS®, Partner and Chief Operating Officer

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Mark M. Andraos

Mark M. Andraos
CFA, CFP®, Associate Portfolio Manager

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Gavin Charlton

Gavin Charlton
Associate Portfolio Manager

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Beverly Schaaf

Beverly Schaaf
Executive Assistant

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Christine Greco

Christine Greco
Client Service Associate

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Julia Bavagnoli

Julia Bavagnoli
Junior Analyst

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Your Extended Team

On occasion, we advise consulting with other professionals to gather the most authoritative and current information affecting your planning and investment strategies. We have assembled a network of lawyers, accountants, tax code experts, and other specialists that we can call on; we’re also happy to meet with specialists with whom you already have a good working relationship.

Regency has instituted an internship initiative for promising college students in the financial services field. We consider interns as junior members of our team; not only do they learn in a real-world, real-business setting but they also can contribute fresh perspectives valuable to us and to our clients, particularly those whose portfolios address multi-generational interests.


Regency in the Community

At Regency, our team members are actively engaged in our communities and are big believers in sharing our time and resources to benefit others. We are deeply committed to community service via religious, charitable, and educational organizations. Today, we are involved in 250+ Sponsorships, Charities, and Non-Profits and always looking for ways to make a difference and share the wealth.

Learn More About How We Serve Our Community

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