Regina Jaeger, CFP®, CTFA

With over 30 years of broad financial services experience, Regina is responsible for leading our Traverse City team to ensure a culture of excellence to effectuate growth. She is also responsible for managing client relationships by executing comprehensive wealth planning solutions and trust administration services to individuals and families. Actively involved in giving back to her community, Regina volunteers her time and expertise to several nonprofits as a board member. She is a graduate of Davenport University and Cannon Trust School. Regina is a Certified Trust and Fiduciary Advisor and has earned the CERTIFIED FINANCIAL PLANNER™ certification.