What We Do
Location
123 Business Street, Suite 456
New York, NY 10001, USA
Contact us
Location
My mission is simple: to leave your world better than I found it. I believe great financial guidance goes beyond managing money. It’s about helping you live with clarity, purpose, and confidence, and making sure you understand every step of the journey along the way.
The name “Regista” comes from soccer, the sport I’ve played all throughout my life. The Regista reads the whole field, sees what’s developing before anyone else, and makes the precise move at the right moment. That’s how I think about your financial plan. We put the right foundation in place — the risk management, the tax structure, the diversification — and that’s what frees me to do what I do best: read the field, anticipate what’s coming, and act with precision when the moment is right. You can read more about the philosophy behind our name on Our Story page.
I founded Regista because I believed my clients deserved something different: deeper relationships, independent advice, and hands-on guidance without the restrictions of a large firm. I wanted to build a practice where I could truly act in my clients’ best interest, every time, without compromise.
We provide truly comprehensive planning across investments, tax-aware strategies, retirement, and estate planning, all delivered in plain English with proactive check-ins. My door is always open, and I mean that literally. You’ll never wonder what’s happening with your money.
I began my career as a U.S. Army Intelligence Analyst Team Leader, including deployments supporting Central Command operations. The military taught me how to assess complex situations under pressure, analyze data with discipline, and communicate clearly. These are just some of the skills I’m proud to bring to every client relationship.
After transitioning to financial analysis and management consulting with Fortune 250 companies, I built a successful advisory practice at Edward Jones before founding Regista Financial Strategies. As your Chief Investment Officer, I take an evidence-based, active approach to managing portfolios. With me, your money is never on autopilot.
When I’m not working, you’ll find me somewhere outdoors — Colorado offers the best of everything, and I take full advantage: snowboarding in the winter, golf when the weather cooperates, and coaching youth soccer year-round. Mentoring young athletes reminds me that discipline, teamwork, and growth apply to every area of life, including how we build toward financial goals. I love this community and I’m excited about what we’re building here.
