Regina Beatty

I grew up in a small town outside of Pittsburgh with parents who gave me an abundance of love and taught me two things that shaped everything: the importance of integrity and the confidence to believe I could do anything if I set my mind to it. Those lessons have carried me through more than three decades in the financial industry.

I'm the poster child for why planning matters. I was widowed in my 30s with a blended family to care for, and without solid planning, the outcome would have been very different. That experience showed me firsthand how the right tools and guidance can change everything. I'm grateful to be part of an industry where we can help clients reach their dreams and goals while taking care of themselves and their families.

What drew me to this work initially was the flexibility and the balance between using my math skills while still working closely with people. I studied at Duquesne University, and over the years I've earned my CFP, CBEC, and CRPC designations. Today, I specialize in business succession planning, high net worth estate planning, coordinated retirement planning, and wealth management for successful business owners and their families.

What motivates me is making a difference and helping people take care of the ones they love. What I enjoy most is getting to the root of who and what a family or client really cares about. I practice intent listening to truly get to know them, and then I create design ideas specific to their unique situation and their families. That's what gives people a sense of security and the feeling that everything is going to be okay.

Now I live in Lakewood Ranch, Florida, where every day is beautiful. Nobody is really "from" here, so we're all in transition and making this amazing place our home. My husband Darren and I have a blended family with kids, grandkids, and all kinds of fun. When I'm not working, I love tennis, golf, pickleball, art, and spending time with family and friends. We currently support Casey Cares for chronically ill children and attend their events. I'm looking for where my skills will make the most impact in giving back to our community.