Our Team

 

Greg A. Coenen, CFEd™

Founder/Co-Owner 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/

 

 

Teresa K. McAllister, ChFC, LUTCF

     Founder/Co-Owner Regency Investments

Financial Advisor

 

Teresa began her career in the financial services industry in 1987 in Long Island, NY. In 2002 she joined the ranks of the independent financial professional. As an independent advisor, Teresa has the freedom to be an advocate for her clients, with access to a large variety of non-proprietary investment options. She is a good standing member of NAIFA- National Association of Insurance & Financial Advisors. Teresa partnered with Greg Coenen and formed Regency Investments. Their major focus is clients who are either within 10 years of retirement or currently retired focusing on lifetime income in retirement.

 

 

Jeri L. Deras Regan, CLU, ChFC, LUTCF

Financial Consultant

 

Jeri began her insurance and investment career in 1984. As an independent insurance and investment representative, Jeri has the freedom to help her clients find the best options to solve their insurance and investment needs. She has extensive knowledge in working with life insurance health insurance, long-term care and Medicare Supplements on both individual and small group basis. Jeri graduated from the University of Nebraska at Lincoln with a Bachelor's degree in Education in 1978 and a Master's of Ed. in 1981.

 

 

 

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.

 

 

Todd Taylor

Client Services Specialist

 

Todd joined Regency Investments in 2007. He provides ongoing personal service to the clients, and he deals directly with vendors making sure new business and service requests get processed smoothly.