REGENCY WEALTH PARTNERS - Key Persons

Ed Schlass

Job Titles:
  • Tax Specialist Regency Wealth Partners, Ed Schlass, Heritage Tax Specialists, and Independent Financial Group Are Unaffiliated Entities

Jan McDaniel

Job Titles:
  • Administrative Assistant

Kathy McDowell

Job Titles:
  • Administrative Assistant

Matt Moylan

Job Titles:
  • Trading and Service Assistant

Sharon Green

Job Titles:
  • Wealth Manager

Steve Plier

Job Titles:
  • Insurance Agent Regency Wealth Partners, Steve Plier, Affiliated Healthcare Partners LLC, and Independent Financial Group Are Unaffiliated Entities