Sharon Green
Wealth Manager
Matt Moylan
Trading and Service Assistant
Kathy McDowell
Administrative Assistant
Jan McDaniel
Administrative Assistant
Steve Plier
Insurance Agent; Regency Wealth Partners, Steve Plier, Affiliated Healthcare Partners LLC, and Independent Financial Group are unaffiliated entities
Ed Schlass
Tax Specialist; Regency Wealth Partners, Ed Schlass, Heritage Tax Specialists, and Independent Financial Group are unaffiliated entities
