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
Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Andrew Thompson

Regional Vice President

Anthony Flores

Regional Vice President
Brian Holmes headshot

Brian Holmes

Regional Vice President

Brian Oberle

Regional Vice President

Bryan Cantrell

Regional Vice President

Casey Jensen

Regional Vice President

Casey Shagena

Client Development Associate
Chad Slaughter

Chad Slaughter, J.D.

Regional Vice President
Dakota Endres

Dakota Endres

Associate Regional Vice President

Darren Gee

Regional Vice President
David Baratta - Regional Vice President

David Baratta, MBA

Sr. Partner, Regis Group
David Goodman headshot

David Goodman

Regional Vice President

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