Broker Check

About Our Team

Joan Gilles

Financial Advisor & Coach

(612) 436-3733

Your money story can help or hinder your pursuit of important goals.  Learn more about Joan's story and history.   

Read more

William "Will" Regenscheid

Financial Advisor

612 877-2532

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...

Read more

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...

Read more
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.