At Regency, we are dedicated...

to educating, guiding, and supporting individuals and companies on their path toward a better financial future.

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1993
Regency Investment Advisors was established as a wholly owned subsidiary of a local bank, Regency Bank, to serve the investment advisory needs of its clients. During this time, Marci Deck joined Regency’s team.
1995
Daniel Ray joins Regency
1998
Stephen Guinn joins Regency
1999
Regency becomes a subsidiary of California Bank & Trust
2002
Regency sold to County Bank’s parent company
2004
During the first 11 years, Regency was owned by 3 different banks and holding companies. Eventually, we realized that it was in the best interests of our clients to become independently owned. Regency was sold and became owned by its long-term employees Daniel Ray, Stephen Guinn and Marci Deck.
2007
Judson Myers joins Regency
2008
Chris Comstock joins Regency
2013
Regency celebrates its 20th anniversary; Chris Comstock becomes Regency’s fourth owner
2015
Judson Myers becomes Regency’s fifth owner
2019
Robert Longatti, a founding member of Regency, came out of retirement to serve as Regency’s President.
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2019

Meet Our Team

robert-longatti

Robert Longatti

President
daniel-ray

Daniel Ray, CFP®

Client Advisor
stephen-guinn

Stephen Guinn, CIMA®, AIFA®, AIF®

Client Advisor
chris-comstock

Chris Comstock, CFP®, AIF®, CRPS®

Client Advisor
russ-maltes

Russ Maltes, CRPC®

Client Advisor
marci-deck

Marci Deck, CFP®

Chief Compliance Officer & Corporate Administrator
judson-myers

Judson Myers, CFA, MBA

Chief Investment Officer
kelly-carey

Kelly Carey

Executive Coordinator
jeremy-whitt

Jeremy Whitt, CIMA®

Portfolio Specialist
elizabeth-lopez

Elizabeth López, MBA, AIF®

Retirement Plan Advisor
sarah-nadiri

Sarah Nadiri

Associate Advisor & Paraplanner
wade-wallace

Wade Wallace

Associate Planner
karen-kinzel

Karen Kinzel

Client Service Coordinator
brandy-thompson

Brandy Thompson

Administrative Specialist
allison-smith

Allison Smith

Client Service Specialist
kristen-sims

Kristen Sims

Administrative Assistant
Your Future. Your Family. Our Focus.
Get in touch today for an introduction to Regency Investment Advisors and our services