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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 turn today’s reality into tomorrow’s vision.

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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

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Matt Chalberg

Matt Chalberg

Director, Portfolio Partners

Tess Laird

Tess Laird

Portfolio Implementation Specialist

Stonebridge Capital Advisors

meet the stone bridge team