About Our Team Joan Gilles Financial Advisor & Coach (612) 436-3733 email@example.com My Story: Money doesn’t grow on trees, you know! My dad would say that all the time. Read more William "Will" Regenscheid Financial Advisor 612 877-2532 612 638-6601 firstname.lastname@example.org 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... Read more Alexandra Rabago Client Service Associate 619 269-4169 email@example.com 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... Read more 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.