Regan is a native to Bend and has been in the financial services industry since 1992. She holds degrees in both political science and foreign language from the University of Oregon and an MBA from Portland State University.
Industry Licenses:
Series 6, 7, 63 and 65
Insurance Licensed in Life and Health and Variable Annuities.
Focus and Methods:
Regan specializes in advising individuals, families, businesses and non-profits with strategic planning for retirement, wealth management, and income planning.
Regan can help you envision your financial goals, prioritize these goals, and assess your complete financial situation and risk. She excels in developing detailed financial plans to bring these goals to fruition.
Services
- 401(k) Rollovers
- Retirement planning – IRAs, Roth IRAs, SEPs, Simple plans
- Wealth Accumulation
- Portfolio Management
- Estate Planning
- Life Insurance
- Business succession planning
Activities:
In addition to her professional work, Regan is an avid skier, an outdoor enthusiast, and enjoys kayaking, mountain biking, hiking and photography. She maintains a strong connection to music, and occasionally performs with her band at local venues.