“Working at Regent has opened my mind to new opportunities and a new path. Getting to know our clients inspired me to further pursue my career in financial planning. It feels great to help guide people to a sense of financial well-being.”
It didn’t take long for Stefany to become a valued member of the Regent Family. Joining us in 2013, she brings a caring attitude and diligent approach to everything she is involved in. Most of Stefany’s time at Regent is spent on assisting our advisors with all stages of the financial planning process including information gathering, data input and plan preparation and presentation. Stefany truly enjoys getting to know and working with our clients.