Client Services Associate
Regina joined the Model Wealth Program team at Cornerstone Wealth Management in 2019. She has experience within the financial services industry, specifically with investment and retirement accounts, since 2013. She previously worked for a small independent RIA building relationships with clients and custodians while managing client accounts and investments.
Regina graduated with a bachelor’s degree from the University of Illinois, Urbana-Champaign. Outside of work, she enjoys DIY projects, attending local events, playing sports, coaching her son’s sports teams, and traveling to visit friends and family.