We value nothing more than delivering an unparalleled experience for our clients, the best possible options and advice, and excellent service. Our commitment is to collaborate with you and serve your personal needs above all.
CFP®, CRPC®, CBEC
Private Wealth Strategist
Private Wealth Specialist
Client Relationship Manager
Financial Planning Coordinator
Practice Operations Assistant
Regina is the poster child for why people need financial planning. Years ago, as a divorced mom of two sons, Beatty met and married her second husband, a widower who also had two boys. Together, the couple built a successful life insurance business. But one night, while driving to a restaurant for dinner, her husband suffered a heart attack and died, leaving Beatty with four sons to raise and educate.
“Thank God for life insurance,” says Beatty, recalling that challenging time. “I wasn’t wealthy, but I knew that if somehow I couldn’t work, I had enough to pay off the house and get everyone through college.” Life has a way of teaching you what you need to know. Beatty quickly took stock and made some changes. She started working as a Financial Planner at Lincoln Financial Advisors but soon realized there was much she didn’t know. She returned to school, earned a bachelor’s degree, and earned the CERTIFIED FINANCIAL PLANNER™ designation.
She specializes in planning for successful business owners and their families in all facets of business succession planning and coordinated estate and legacy planning. She guides her clients along a financial roadmap tailored to their unique needs with enthusiasm, dedication, and deep knowledge.
Outside the office, Beatty is committed to giving back to her community. She serves on several boards of directors, raises scholarship funds for area children, and serves as a mentor to girls and young women who are considering a career in financial management. “Women are innately good at this,” says Beatty. “We multitask, we’re organized, we’re fearless, and we’ll do anything to take care of our families.”
* *Adapted from O, The Oprah Magazine & Entrepreneur
Watching his mother, Regina, help people sparked Julian’s interest in Financial Planning. His primary focus is comprehensive financial planning and providing a concierge-level experience for his clients. You could say the two take business and succession planning to a new level implementing it for themselves; they truly practice what they preach.
Shortly after joining Regina Beatty’s team, Julian received the appropriate licenses to work as a financial professional, focusing on Comprehensive Financial Planning for successful individuals and families.
Julian received his bachelor’s degree in Psychology from the University of Pittsburgh in 2013. While studying Psychology, Julian conducted and authored multiple empirical research articles on Cognitive, Behavioral, and Organizational Psychology. Julian’s experience with business management, people management, and commitment to excellence make him an asset to Distinctive Wealth Strategies and their clients.
Julian currently resides in Latrobe. In his spare time, he enjoys golfing, hunting, fishing, and spending time with his family and dogs, Rusty and Cooper.
Sierra joined Regina’s team in February 2019 as Client Relationship Manager and Assistant to Regina Beatty. She loves her work. “I am devoted to surpass our client’s expectations as we build and maintain effective relationships based on exceptional service, trust and value.” Before joining Heritage, Sierra worked at Greensburg Country Club as Director of Communications, and before Greensburg Country Club, she worked for five years with Hempfield Township in many capacities, including Coordinator/Planner for the annual Community Days Celebration.
Receiving her bachelor’s degree in Communications from the University of Pittsburgh in 2016, Sierra was a strong component of her cheerleading squad and the Secretary of Communications, National Honor Society, Lambda Pi Eta. Her organization and leadership skills, and experience in customer service and marketing will make Sierra a real asset in all facets of client relations.
Sierra will oversee all office operations and implement policies to ensure absolute satisfaction is achieved for each client.
Sierra currently resides in Greensburg. She enjoys spending time with her family and dog, Bailey, in her spare time.
Our relationship with you is rooted in our Strategic Wealth Experience. Together, we develop a strategy to help you achieve your goals and create your legacy.
As part of a distinguished group of financial planners who work with affluent families, Regina’s team and the deep resources within our National Planning Team can help you compose a future that is in harmony with your vision, by providing objective and proactive advice in wealth management, business continuity, and sophisticated wealth transfer strategies.
These are a few of our key expert members, along with many more.
Director, Financial Planning and Risk Management
Executive Director, Sagemark Consulting Private Wealth Services
Senior Vice President of National Design/ Advanced Planning
Director of Investment Management
Chief Investment Strategist
We’re here to help; send us an email or fill out this form with any questions or to schedule a call. We will get in touch within one business day.