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

Kristin Grant

Financial Advisor Associate & Director of Financial Education

Ellen Himmel

Branch Manager &
Financial Advisor

Erika Jenkins, CPA

Controller &
Director of Tax Strategy

Lisa Margulies

Branch Manager & Financial Advisor & Transformational Coach

Grant Nabell

Client Service Associate

Ben Satterfield

Financial Advisor & Director


Senior Research Analyst &
Risk Manager