Our Team

When clients join our firm they often say they joined the Regatta Family. Each team member shares the same core values of hard work, honesty, integrity, caring and commitment to the client. We bring a unique set of skills, knowledge and diverse experience to the business. Our advisors are experts on Retirement Planning, 401(k) plans, Endowments & Foundations, stock analysis, personal coaching, socially responsible investing and detailed tax planning.

Russell Mohberg

Co-founder & Partner

Spencer Kelly

Co-founder & Partner

Lee Clay

Financial Advisor, ESG and Impact Investing Specialist


Lindsey Diranian

Financial Advisor Associate & Director of Client Services

Erika Dumandan

Controller &
Director of Tax Strategy

Kristin Grant

Financial Advisor Associate &
Director of Financial Education

Ellen Himmel

Branch Manager &
Financial Advisor

Britt Joyce

Financial Advisor, Co-CIO
& Director of Endowments
& Foundations

Lisa Margulies

Branch Manager & Financial Advisor & Transformational Coach

Nick Ozer

Financial Advisor &
401k Specialist

Lauren Parsons

Client Service Associate

Grace Yu

Senior Research Analyst &
Risk Manager