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.

Elizabeth Deitch

Partner, Regis Group

Denver – Greenwood Village

Emma Bean, CFP®

Principal

Kennebunk, Portsmouth

Frances Smith, CFP®, CSRIC®

Principal

Gregg Padilla Photo

Gregg Padilla, CFP®

Partner

Old Lyme, West Hartford, Westport

Harrison Fant, CFP®, AIF®

Principal

Ian Aguilar

Ian Aguilar, CFP®, MBA

Principal

Jackie Schlup Daniels, CFP®, CDFA®, AEP®, ChSNC®

Principal

Dallas – Park Cities

Jaimi Dennehy

Partner, Regis Group

James Telfer, CFP®, CSRIC®

Principal

Denver, Frisco, Denver – Greenwood Village

Jamie Block

Jamie Block, CFP^®, CPA/PFS, MBA, CDFA^®, AEP®

Partner

Jason O’Meara, CFP®

Partner

Morristown, Radnor

Jedd Nicolas, CFP®

Principal

Jill Fopiano

Jill Fopiano, CFA, CFP®

Partner, Sr. Wealth Advisor

Boston – West, Hingham

Jim Czirr, CFP®, CFA

Partner

Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

John Mowery

John Mowery, CFP®, MBA

Principal

Ames, Minneapolis

Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Jon Dinkins, CPA, PFS, CIMA, AIF

Principal, Sr Wealth Advisor

J Mitchell

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Partner

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Partner

Dallas – Park Cities

Kara Duckworth, CFP^®, CDFA^®, CAP

Partner, Regis Group

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