Broker Check


Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Greg A. Coenen, CFEd™

Financial Advisor / Owner

(402) 963-4418 ext. 14

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...

Read more

Douglas E. Ohm

Financial Advisor

(402) 963-4420

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...
Read more

John Evans

Financial Advisor

(402) 963-4418 ext. 18

I moved to the Omaha area as a new Air Force Airman in 1988 and have called the area home ever since. I have been volunteering my time helping others with money management issues since the mid-1990’s and developed a money...
Read more

Marc Schulz, CFP™

Financial Advisor

(402) 651-6885

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...

Read more

Donna K. Coenen

Senior Operations Specialist

(402) 963-4418 ext. 20

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...
Read more

Davis Coenen

Operations Specialist

(402) 963-4418 ext. 21

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...
Read more