David H. Levy, MBA, CFP®, AEP®
Managing Partner
Susan Travis, CFP®, AEP®, CTFA
Partner, Regis Group
Robert Reed, Jr., CFP®
Sr. Wealth Advisor
William McNutt, CFP®, EA
Sr. Wealth Advisor
Laura Thompson
Director, Regional Client Development
Glen Minton, CFP®
Sr. Vice President
Mychelle Malveaux
Client Service Specialist

