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 Partner of the prestigious planning firm, Heritage Financial Consults, LLC.  Also, 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, deep resources and expertise of Heritage Financial Consultants, LLC and the financial stability and bandwidth of Lincoln Financial Advisors, a long standing financial institution with deep resources and an esteemed team of national professionals, and most importantly, the individual service that comes from having a personal financial strategist team so that you can have…

*An internal Lincoln Financial Network organization of top planners who focus on the high net worth market. 

**Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.

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