Russ joins Regency after a 20+ year career in financial services, with 19 dedicated to individual client advising and retirement plan services and is a Chartered Retirement Plan Counselor (CRPC®). Russ will serve as Advisor to both private and retirement plan clients. Russ is a graduate of California
State University, Fresno, and has lived in the Fresno/Clovis area for the last 25 years. He enjoys all things automotive and trying to keep up with the latest technology. Russ and his wife Taryn have two children.
Allison came to Regency in 2019 after many years of experience working in law firms and large medical offices. She assists the Advisors in meeting our clients’ servicing needs, including reaching out to schedule review appointments with the Advisor, managing the review process and handling various aspects of client
service. In her spare time, Allison enjoys spending time with her fiancé and toddler, traveling to the beach and writing short stories.
Karen joins Regency after many years of experience serving as head of HR and as 401(k) Trustee for a large, local company. Karen manages the Client Service department to ensure the Advisors are supported and that the team members have what they need to provide exceptional service to clients. Karen ensures procedures and processes related to financial planning and client service projects are followed. With her extensive background in HR and retirement plans, she assists, as needed, with Regency’s retirement plan clients.
Karen is also a graduate of California State University,
Fresno, and enjoys spending time with family and friends, reading, sewing, and writing. She also aspires to be a published author.
Kristen is our friendly voice and
face at the front desk. As Administrative Assistant, she will work with the Administration team to take care of client requests and keep the office running smoothly. Kristen graduated from California
State University, Fresno. In her spare time, Kristen enjoys spending time with her family and friends, traveling, and writing