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.
Co-founder, Managing Partner & Co-CIO
Co-founder, Managing Partner & Head of Advisory Services
Managing Partner, Financial Advisor & Director of Retirement Plans
Managing Partner, Financial Advisor, Co-CIO & Director of Endowments &
Financial Advisor, ESG and Impact Investing Specialist
Financial Advisor & Director of Client Service
Branch Manager & Financial Advisor
Financial Planner & Director of Tax Strategy
Financial Advisor Associate
Branch Manager & Financial Advisor
Client Service Associate
Financial Advisor & Director
Operations Manager
Client Service Associate
Senior Research Analyst & Risk Manager
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Connect with us

We encourage you to have a conversation with us, whether you are interested in becoming a client or are seeking additional information about our firm.