Assoc. Portfolio Manager, Regal Investment Advisors
Jordan began his finance career in 2016 after graduating from Central Michigan University with a B.S. in Financial Planning. Since entering the industry, he has gained experience in personal financial planning, distribution, and asset management. As a proponent of continuing education, Jordan has earned CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary designations and is currently working toward becoming a CFA Charterholder.
Larry, one of the founding partners of Regal Financial Group, entered the financial services industry in 1982 and carries Series 6,7,24,26,53,62,63, & 65 Securities licenses as well as a Life & Health insurance licenses. He Graduated from Michigan State University in 1982 with a Business degree and has been recognized by the American College as a Certified Life Underwriter, Chartered Financial Consultant, and a Chartered Advisor in Senior Living. He is also certified by the CFP Board of Standards as a Certified Financial Planner
Portfolio Manager, Regal Investment Advisors
Sonya has more than 15 years of financial markets experience, including positions in operations, trading, and asset portfolio management with the Bank of Montreal. Sonya received her B.S. in Economics from the University of Illinois. She is also a CFA Level III candidate and is currently in the MBA program at the University of Illinois.
Tyler has over a decade of investment management experience and spent nine years as an Equity Analyst on the Domestic Value Team at Artisan Partners Asset Management. Tyler has also held Corporate Mergers & Acquisitions and Corporate Strategy roles at AT&T and American Tire Distributors. Tyler received his MBA with Honors from the Wharton School at the University of Pennsylvania.