Cailin Johnson, CFP
Associate Wealth Advisor
Charles Schwinck, TPCP™
Wealth Advisor
Evan Bachman, CFP®, AWMA
Wealth Advisor
Jake Meza, CFP®
Wealth Advisor
Jeffrey Lokken, CFP®
Sr. Wealth Advisor
John Mowery, CFP®, MBA
Principal
Jon Kennedy, CFP®, MSFS
Managing Partner, Regis Group
Nancy Hughes, CFP®, CAP®
Sr. Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Benjamin Sjodin
Relationship Manager
Karin Fure
Sr. Client Service Specialist
Mary Mortensen
Client Service Specialist
Sydney Shearer
Manager, Client Services
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Anthony Welle, AFFP®, CFP®
Sr. Financial Planner
Colin Watkins, CFP®
Director of Financial Planning, Ascend/Regis
Madeline Longo, CFP®
Wealth Strategist, Ascend
Mark Pletts
Sr. Wealth Advisor
Emily Ferrazzo, CPFA®, QKA®
Sr. Retirement Specialist
