Hi, I'm Regina Beatty, and I am passionate about helping business owners and high net worth families navigate their financial journeys. As a financial planner with Heritage Financial Consultants since January 2021, I specialize in comprehensive, fully coordinated financial planning that covers everything from business succession planning to retirement and estate planning. I take pride in offering personalized solutions that align with the unique goals of each client, ensuring that they are well-equipped for the future. My experience with closely held corporations allows me to provide valuable insights and strategies that drive both personal and business success.

On a personal note, I believe in the importance of balancing work with activities that bring joy and fulfillment. I love playing tennis and golf, and I find great pleasure in spending time with my family, especially my grandchildren. Whether it's enjoying a swim day or simply having a silly family day, I cherish these moments. My "work hard, play hard" philosophy extends beyond my professional life, as I strive to engage in activities that I am passionate about. This approach not only enhances my own well-being but also enriches the connections I build with my clients, making my work both meaningful and rewarding.

Hello, I'm Julian Grubbs, a financial planner with Heritage Financial Consultants. My primary focus is crafting comprehensive financial plans for successful families, particularly business owners. I take great pride in helping clients coordinate every aspect of their financial lives, ensuring not only their own well-being but also that of their families. What I love most about my job is the opportunity to help people find solutions to their financial challenges. As a natural problem solver, I find immense satisfaction in guiding clients through the planning process, providing them with a sense of relief and a renewed confidence in their financial future. It's truly special to witness the transformation as clients gain clarity and security about their goals and aspirations.

Outside of work, I value the importance of family and enjoy the unique dynamic of working alongside my mom. Being the youngest in the family, I've always learned from those around me, and now, being in business with my mom, I appreciate the balance of family and professional life. In my personal time, I love to be outdoors, whether it's golfing, kayaking, or riding my motorcycle. My two dogs keep me company in Latrobe, and if there's an opportunity to be outside, you can bet I'm taking it. For me, life's about enjoying both the challenges and the joys, whether at work or in my personal adventures.