Team
The team at Regent Financial Services has decades of financial service experience ready to work for you to help you in achieving your dreams and overcoming your fears through creative personalized financial strategies. Visit our office or contact us today, CustomerService@RegentFS.com, to get your investment goals off the ground.
Gary M. Stanislawski, CFP®, is the President of Regent Financial Services, Inc. and works with individuals and businesses in investment, retirement and estate planning services. With a Master of Arts...
Denise A. Lant, CFP®, is a well-diversified financial professional serving individuals and small businesses. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, she focuses on retirement planning and special needs planning. For...
David is a licensed Investment Consultant and has been in the financial services industry for over 30 years. The last 24 years, David has been providing Investment Services to the members of TTCU Federal Credit Union. He offers these...
Justin Kasparek, RFC®, is a licensed Financial Advisor who joined Regent Financial Services in the fall of 2018. Before joining Regent, Justin worked in the insurance industry helping people with life, disability, and long-term...
Liz Gore is a well-diversified financial advisor who services local families and businesses to create and implement financial strategies that work toward their specific goals. She works with a team of professionals that include CPAs,...
Mitch is Chief Compliance Officer for Drawbridge Capital and Regent Financial Services. Mitch also serves as the Operations Manager and Office Manager for both firms. Mitch has over 25 years of experience in the financial services...
Kelley Overton is the Director of Marketing and Education for Regent Financial Services. Kelley has over 20 years of experience in community and public relations, training and development, business communications, marketing, event...
Desiree’ Lounsbury is the Operations Specialist for Gary Stanislawski. She has over 18 years of experience and provides many of the operational aspects at Regent Financial Services including: New Account opening & account...
Kay Williams is the Administrative Assistant to Denise Lant. Duties include scheduling, and processing of client paperwork. Kay has 10 years of customer service experience, and came to us from the real estate industry. Kay graduated...
Heather Matlock is an Operations Specialist for Kraig McFarland, CRPC®. Her duties include scheduling, establishing accounts, processing rollovers and transfers, sending distributions, account maintenance and helping create a great...
Vera Carsten is the Administrative Assistant to David Bogle. Her primary responsibilities are client scheduling and back office operations; which keep the office running smoothly. She has worked in the financial industry since 2006....
Xanthos Agness joined Regent Financial Services in October 2018 as an Operations Specialist. Xanthos has a background in Annuities and Insurance. Duties include opening accounts, reviews, supporting clients with paperwork and...
Shelby is the youngest member of our team and comes from an office management and administration background. She is currently pursuing a degree in Graphic Design with a minor in Marketing. When Shelby is not working she prefers to...