Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Regan expertly orchestrates organizational efficiency and CRM finesse. With a keen eye for detail, she bridges operational gaps, ensuring seamless client service and team synergy. Beyond her tactical prowess, Regan finds solace in reading, organizing, and tackling puzzles, all while savoring the harmony of music.
Alicia thrives in training, coaching, and client service within insurance and annuities. Her greatest joy is empowering colleagues and clients to realize their full potential. Outside work, she unwinds by playing video games, exploring new destinations, basking in the sun, delving into books, and discovering culinary delights.
Languages Spoken: Mandarin & Taiwanese
SIE - Securities Industry Essentials Examination
Series 7 - General Securities Representative Examination
FL 2-15 – Life Insurance, Health Insurance, & Variable Annuity
Chelsea thrives in meeting presentations, account opening, transfers, trades, and money requests. She finds joy in unraveling clients' financial puzzles, empowering them to achieve their goals. Outside work, she enjoys sports, caring for her animals, spending cherished moments with her partner and friends, exploring new destinations, and indulging in captivating audiobooks.
Series 7 - General Securities Representative Examinaton
Series 66 - Uniform Combined State Law Examination
Katrina expertly manages client interactions, scheduling, and data updates. She’s driven by a passion for assisting individuals in navigating their financial journey. Outside of work, she enjoys attending concerts, soaking up the sun, spending time with family and friends, gardening, and painting.
Krystl Beining, our Client Service Specialist, excels in combining her love for personal interactions and math. She thrives on connecting with clients and solving complex problems. In her free time, Krystl enjoys the beach, staying fit, cooking, and cheering on her kids at sporting events. Passionate about child development, she continually seeks to learn and grow in this area.
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