Tom entered the financial services industry in 1988 after graduating from the University of South Carolina with a BS in Finance. In 1997, he joined Brennan Financial Group along with his partner Michael Rea.

Tom is a lifetime member of New England Financial’s Leaders Association and Million Dollar Round Table. Tom is also a Special Care Planner.

Tom and his wife Lori reside in Aurora and have two adult sons, Thomas and Andrew.

Joe holds a finance degree from Miami University and also is a Special Care Planner. He started with Regal in 2014 after spending nearly two decades in the software industry.

Joe and his wife, Lisa, live in Solon with their two daughters, Olivia and Anna.

Mark entered the financial services industry in 1980 with the Metropolitan Life Insurance Company. Mark has earned the LUTCF designation and has extensive experience in life insurance solutions for businesses, including executive benefits, buy-sell agreements, strategies for key employees and tax efficient strategies. Mark joined the Regal team in 2018.

Mark and his wife live in Independence and have three children, Joseph, Hallie and Macie.

Philip joined the Regal Financial team in 2019 after graduating from Kent State University with a degree in finance. Philip’s focus is individual retirement planning and family wealth management. Philip is an avid golfer and resides in Stow.

Jeff earned a Bachelor of Science from Miami University in 1996. He comes to Regal Financial after spending nearly 25 years in commercial roles primarily in the metals and commodity industries. Jeff resides in Bainbridge with his Wife Cecelia and two sons Sam and Tucker.

Matt has been in the financial services industry since graduating from Ashland University in 2003. Having held various roles in Operations and advisor support, he joined Regal Financial team in 2022. Matt resides in Broadview Heights with his wife Brooke, and their daughter Ava.

Todd entered the financial services industry in 1986 and holds a finance degree from the University of Tulsa. He has specialized in the qualified plan market for over 30 years. Todd joined Regal in 2021, he and his wife Tricia live in Fairview Park, OH with their two Daughters Grace and Maggie.

April joined Regal in 2011 and manages Regal’s daily operations. April is also the lead on many of our clients’ service needs. Unfortunately, April is a Pittsburgh Steelers fan, so please do not hold that against her when you call!