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, MBA, CFP®

Co-founder, Managing Partner & Co-CIO

Spencer Kelly, CFP®

Co-founder, Managing Partner & Head of Advisory Services

Nick Ozer, MBA, CFP®

Managing Partner, Financial Advisor &
Director of Retirement Plans

Britt Joyce, MBA, CFA, CFP®

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

Chloe Barnett, CFP®

Financial Planner

Lee Clay, CSRIC™

Financial Advisor, ESG & Impact Investing Specialist

Lindsey Diranian

Financial Advisor & Director of Client Service

Kristin Grant

Director of Marketing & Financial Education

Ellen Himmel

Branch Manager &
Financial Advisor

Erika Jenkins, CPA

Financial Planner & Director of Tax Strategy

Marjan Mahdavi

Senior Client Service Associate

Lisa Margulies

Branch Manager & Financial Advisor & Transformational Coach

John McCormick, CFP®

Financial Planner

Cameron Meek

Financial Advisor Associate

Grant Nabell

Client Service Associate

Ben Satterfield

Financial Advisor & Director

Nubia Silva

Operations Manager

Maria Toler

Client Service Associate


Senior Research Analyst &
Risk Manager