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 & Partner

Spencer Kelly, CFP®

Co-founder & Partner

Lee Clay, CSRIC™

Financial Advisor, ESG and Impact Investing Specialist

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Lindsey Diranian

Financial Advisor Associate & Director of Client Services

Erika Dumandan, CPA

Controller &
Director of Tax Strategy

Kristin Grant

Financial Advisor Associate &
Director of Financial Education

Ellen Himmel

Branch Manager &
Financial Advisor

Britt Joyce, MBA, CFA, CFP®

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

Lisa Margulies

Branch Manager & Financial Advisor & Transformational Coach

Nick Ozer, MBA, CFP®

Financial Advisor &
401k Specialist

Grace Yu, MBA, CFA, CAIA, CIPM, FRM

Senior Research Analyst &
Risk Manager