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19785 Village Office Court, Suite 101, Bend, OR 97702

(541) 330-7454
Could Your Money Work Harder For You?

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s my goal to serve every aspect of your financial life to provide guidance and insights.

From One Professional to Another / Let’s Work Together

Your goals are my goals. Regardless of your background, I believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

Meet Regan

  

My Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Free Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how I can best serve you.

Request an Appointment

What I Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

I am an industry expert with extensive experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on me.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Regan’s Three-Step Process

STEP

1

Assess

Meet to Assess and evaluate your financial balance sheet, risk, goals and objectives

STEP

2

Strategize

Construct a financial plan, developed in conjunction with the cooperation of the client and their trusted advisory team, including family, accounts and attorneys

STEP

3

Implement

Strategically update the plan as life and goals change through ongoing client meetings

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

I’d love to learn more about your financial goals. My form is the best way to schedule an introductory call.

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