Her Story
About Regina
She is an accomplished retirement plan advisor and financial services executive with over a decade of experience in retirement planning, wealth management, and client relationship building, currently serving as Managing Director at Strategic Retirement Partners, where she leads retirement strategy and advisory services. Prior to this role, she served as Vice President and Financial Advisor at CAPTRUST, and as Retirement Plan Advisor at CAP Partners, LLC, where she developed deep expertise in retirement plan consulting and investment advisory. Her career includes serving as Client Relations Manager at Northwestern Mutual, and roles at Paychex as External Wholesaler, District Sales Manager, and Senior Retirement Plan Sales Representative, where she was recognized as District Rookie of the Year. She is recognized as a strategic, client-focused, and results-driven financial professional who combines deep retirement planning expertise with a commitment to helping clients achieve financial security and long-term success.
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