Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West
Cailin Johnson - Financial Planner

Cailin Johnson, CFP

Associate Wealth Advisor

Jon Kennedy, CFP®, MSFS

Managing Partner, Regis Group
Colin Watkins - Director, Financial Planning

Colin Watkins, CFP®

Director of Financial Planning, Ascend/Regis
Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Wealth Strategist, Ascend
Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor
BENJAMIN SJODIN Sr Client Service Specialist

Benjamin Sjodin

Relationship Manager

Karin Fure

Sr. Client Service Specialist
Mary Mortensen - Client Service Specialist

Mary Mortensen

Client Service Specialist
Sydney Shearer - Manager, Client Services

Sydney Shearer

Manager, Client Services

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