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