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About Joan

Joan Gilles

Financial Advisor & Coach

(612) 436-3733

How you grow up influences you and your financial decisions in a big way. Let me share my example: both of my parents grew up during the depression. They scrimped and saved their whole lives. As a teenager, all I wanted was cute...

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William "Will" Regenscheid

Financial Advisor

612 638-6638

612 638-6601

My path to becoming a financial advisor was certainly not straight-forward. I strongly believe, however, the experiences I’ve had in other fields along the way only serve to improve my planning abilities and understanding of...

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Alexandra Rabago

Client Service Associate

619 269-4169

Alexandra is a graduate of the University of California, Santa Barbara class of 2017. She has a BA in Film & Media Studies. Alexandra is primarily responsible for servicing clients, handling requests such as research and paperwork...

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Exclusive Member

Exclusive Member

The Behavioral Finance Network

Please note: Participation in this program is not a guarantee of future investment success and does not represent an endorsement of the advisor by any client.