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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
