Our Team

 

Greg A. Coenen, CFEd™

Founder/Owner of Regency Investments

Financial Advisor

 

Greg specializes in income planning in retirement. He began his career in the financial services industry in 2000. Not long after that in 2004 he became an independent financial professional. As an independent advisor, Greg has the freedom to be an advocate for his clients, with access to a large variety of non-proprietary investment options. Greg partnered with Teresa McAllister and formed Regency Investments. His major focus is clients who are either within 10 years of retirement or currently retired focusing on lifetime income in retirement. For Albridge client access please follow the link to the Albridge sign in: https://wm.mainaccount.com/

 

 

 

 

 

Douglas E. Ohm

Financial Advisor

 

Doug a native of Elkhorn, NE, Doug graduated from Midland University in 1971 with a Bachelors' degree in Business Administration. He is a Vietnam veteran, having served 4 years in the US Navy. He then returned to the Omaha area and began his insurance and investment career in 1976 with Mutual of Omaha. In 1988, Doug joined Mass Mutual as a registered representative, and as the agency's investment and annuity coordinator. After 14 years, Doug went independent as a total needs financial services consultant in 2002. Doug enjoys the opportunity to assist and guide his clients to achieve their various insurance, retirement, and investment goals and objectives.

 

 

 

 

 

 

John Evans

Financial Advisor

 

John specializes in personal financial management and planning. He started volunteering his time to help others with money management issues in mid-1990's and developed a personal finance course in 2008. John earned his financial service licenses in 2016 and became an independent financial advisor in 2017. His clients range from recent college graduates to retirees and he focuses on helping them to maximize their money today while insuring their money for tomorrow. 

 

 

 

 

 

 

 

Our Staff

 

Donna K. Coenen

Administrative Specialist

 

Donna started working for Regency Investments in 2009. Donna covers the front desk while performing various administrative duties. She is also a big asset in supporting all the team members with various projects throughout the office.