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Your Story Meets Strategy.

At Regenscheid Financial, we help clients translate today's realities into tomorrow's aspirations, cutting through the noise to focus on what truly matters.

What We Do

We provide comprehensive financial solutions tailored to your unique life journey. From foundational planning to complex investment strategies, we are here to guide you every step of the way.

Holistic Financial Planning

HOLISTIC
FINANCIAL
PLANNING

Specific Financial Goal Planning

SPECIFIC
FINANCIAL
GOAL PLANNING

Investment Management & Insurance

INVESTMENT
MANAGEMENT &
INSURANCE

Who We Serve

    


Meet Will

Will Regenscheid is a personable, caring financial planner with over ten years of experience helping clients bridge the gap between their current finances and their future goals. After living abroad for five years and working in education, hospitality, and home health care, he brings a unique, empathetic perspective that lets him connect with people from diverse backgrounds. Will loves cutting through the overwhelming flood of financial advice, simplifying complex information so clients can focus on the strategies that truly move them toward their dreams. His comprehensive, six‑pillar planning process delivers tailored solutions that help turn today’s reality into tomorrow’s vision.

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meet the team
Ben Waples, CPFA®

Ben Waples, CPFA®

Retirement Plan Specialist

Collin Titus

Collin Titus

Group Benefits Concierge

Rusty Carlson

Rusty Carlson

Senior Life Strategist

Fred Sherman, CFP®, CLU, ChFC, CLTC

Fred Sherman, CFP®, CLU, ChFC, CLTC

Director, Planning Partners

Matt Chalberg

Matt Chalberg

Director, Portfolio Partners

Tess Laird

Tess Laird

Portfolio Implementation Specialist