Who We Are

Regina and Julian bring a combination of rich experience and fresh perspective to helping business owners and their families reach their goals. Regina is an Advanced Select Member of Sagemark Consulting, Private Wealth Services, and a Business Intelligence Institute Specialist, and Julian is member of Lincoln Financial Advisors’ “Legacy" program, to ensure continuity so that you and your family’s needs will be taken care of now and long into the future.

In addition, by partnering with Regina and Julian, you will receive the best of all worlds: the experience and financial stability of Lincoln Financial Group, a long standing financial institution with deep resources and an esteemed team of national experts, and the individual service that comes from having a personal financial strategist team so that you can have…


A sense of confidence, clarity and peace of mind to help you live your best life