Greg A. Coenen, CFEd™
Financial Advisor / Owner
Greg was born and raised in Westphalia, Iowa where he developed his strong work ethics and family values. He has been married to his wife Donna for over 30 years and together they have raised 3 amazing children in the Midwest. He...
Douglas E. Ohm
Financial Advisor
A native of Elkhorn, Nebraska, Doug takes pride in learning his hard-work ethic from his "working with Dad" in his various family's businesses. There was work for various farmers in the area, but he relishes giving his dad assistance...
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Marc Schulz, CFP™
Financial Advisor
Marc is a native of Omaha, Nebraska. After graduating from Westside High School, he completed his bachelor’s degree in Accounting from the University of Nebraska at Omaha. He worked in accounting for six years before an interest...
Donna K. Coenen
Senior Operations Specialist
Donna joined our team in 2009 and serves as Senior Operations Specialist. She assists in the day to day operation of the office assuring client paperwork is accurate and completed in a timely manner. Donna enjoys spending time with...
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Davis Coenen
Operations Specialist
Davis began working at Regency Investments in 2017. He helps assist the advisors with helping individuals and businesses build their financial futures. He also helps with the day to day various operations with technology being a key...
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