A financial professional for over 25 years, Regina specializes in Financial Planning for successful business owners and their families. Areas of particular expertise include all facets of business succession planning and coordinated estate/legacy planning strategies. With her enthusiasm, dedication, and extensive knowledge, she helps her clients create a financial roadmap distinctive to their unique needs, by putting “their lives” into their financial plan.

Soon after joining Osaic FA (formerly Lincoln Financial Advisors), Regina became one of sixty-five financial planners in the country invited to join Sagemark Consulting Private Wealth Services¹ (an elite group within Osaic FA). Soon thereafter, she then became one of nine Advanced Select Members of the group, demonstrating advanced skills in financial planning for clients in the very high net worth category. As a Business Intelligence Institute (BII)² Specialist and member of the BII Leadership Team, she helps bring creative design ideas to her clients in all areas of business owner planning.

In 2020, with a strong desire to bring even deeper resources to her clients and to serve Southwest Florida families, Regina and her team joined Heritage Financial Consultants, LLC. As a partner of Heritage, and with devotion to her clients, Regina will play a key role in the ever-evolving financial planning strategies not only for business owners, but also high net worth families.

Regina holds a bachelor’s degree from Duquesne University, and is a “student of the business,” and has earned the CERTIFIED FINANCIAL PLANNER^TM Practitioner (CFP^®) certification, as well as the CRPC^®, Certified Retirement Planning Counselor designation. Specializing in Business Succession, Regina also holds the CBEC™ ³ designation through Pinnacle Equity Solutions.

Regina was named a Five Star Wealth Manager⁴ by FSP on 1/1/2022 for the time period of 5/10/2021 through 11/12/2021, and has previously received this award every year from 2015-2021. Regina compensated Pittsburgh Magazine to promote the award. Regina was awarded the Circle of Excellence⁵ by Women in Insurance and Financial Services (WIFS) on 9/30/2022 for the calendar year 2022. She has previously received the Ruby status of this award in 2014 and 2015 and Sapphire status in every year from 2016-2022. Regina continues to pay it forward, mentoring, coaching, and presenting at many venues for those in financial services. In addition, Regina serves as a board member, and is currently Immediate Past Chairman of the Board for The Resource Group⁶ within Osaic FA, representing the top advisors across the country.

Regina gives back to her community by being an active member of Rotary, and by serving on the Board of Directors for Greensburg Community Development Corporation and the Westmoreland Symphony Orchestra as Treasurer. In addition, Regina volunteers, supports, and serves on committees for many organizations, most recently participating in a “Giving Circle” through the Community Foundation of Westmoreland County – helping fund solutions to help solve specific community crises. Regina also gives back to the community-at-large with financial education workshops.

Regina, and her husband, Darren, enjoy traveling, playing golf and tennis, and spending time with their family.