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®
Retirement Plan Specialist
Collin Titus
Group Benefits Concierge
Rusty Carlson
Senior Life Strategist
Fred Sherman, CFP®, CLU, ChFC, CLTC
Director, Planning Partners
Patrick Wolesky
Associate
Matt Chalberg
Director, Portfolio Partners
Tess Laird
Portfolio Implementation Specialist