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.

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Paul C. Barbehenn, CFA®, CFP®

Sr. Wealth Advisor

Paul Meyer - Sr Wealth Advisor

Paul Meyer

Sr. Partner, Regis Group

Peter Gifford

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

P Ip

Peter Ip, CFP®, CTFA

Sr. Wealth Advisor

Petra Chien

Sr. Wealth Advisor

Philip Bowling - Sr. Operations Specialist

Philip Bowling

Sr. Operations Specialist

Phillip Swenson

Phillip Swenson, CFP®

Sr. Wealth Advisor

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Marlboro, Morristown

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Sr. Wealth Advisor

Austin, Houston, League City, The Woodlands, Sugar Land

Reece Betcher, CFP®

Wealth Advisor

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Renee McConnell, CRPC

Sr. Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Renée Pichette, CFP®, CES™

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Principal

LA-Century City

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Richard Davies

Richard Davies, CFP®

Director, Operations

Boston – West

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor

Richard Osikowicz, CFP®, AIF

Sr. Wealth Advisor

Rick Henderson

Rick Henderson, CFP®, AIF®

Sr. Wealth Advisor

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