Kelly Woesner

Operations and HR Director

Kelly began her time at Regency in January 2015. She currently manages Regency’s human resources functions and oversees all operations. She is passionate about her job and values providing quality service to Regency’s loyal customers. Kelly is a Fresno native and Fresno State graduate.

In her spare time, Kelly enjoys running, being outdoors, and spending time with her husband and family. Her favorite activity is spending time with their dog at Carmel Beach.

Education and Certifications

  • California State University, Fresno, B.S. in Business Administration

Community Involvement

Kelly is affiliated with the Fresno State Delta Gamma Alumni.

Scroll to Top

Disclosure

You are now leaving the Regency Investment Advisors (“Regency”) website and will be entering the Charles Schwab & Co, Inc (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Regency or any advisor whose name appears on this website. Regency is independently owned and operated. Schwab neither endorses nor recommends Regency. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Regency under which Schwab provides Regency with services related to your account. Schwab does not review the Regency website and makes no representation regarding the content of the website. The information contained in the Regency website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.