A team approach
Our people collaborate to deliver highly personalized service to you.
CFP®, CFA, MBA
Managing Partner, Chief Executive Officer, and Chief Investment Officer
Managing Partner, Chief Executive Officer, and Chief Investment Officer
Client Relationship Specialist
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
RP®
Team Assistant
Team Assistant
Arlene joined RegentAtlantic in 2012 with 20 years of experience in the investment and financial planning industry. As a Client Relationship Specialist, she supports the team members and addresses the operational needs of the clients. She is the team liaison for the brokerage custodians in establishing new accounts, reconciliation and daily account maintenance.
