Profile of Our Team

MANAGING PARTNERS
   
       J. Lawrence Taunt, CLU, ChFC, CFP, CASL
           CEO, Chairman
           Founding Equity Partner
           OSJ, MBO,  American Portfolios
           Financial Services, Inc.
 
 
      John A. Kailunas II, LUTCF, FSS
           President
           Founding Equity Partner
           Distribution Specialist
  
 
 
      Brian D. Yarch, LUTCF, ChFC, CLU
           COO
           Equity Partner
           Registered Principal, American Portfolios
           Financial Services, Inc. 
   
 
      Donald Carlson, CFEd
           Senior Vice President of Recruiting
           Equity Partner
 
 
 

YOUR TEAM

     Brian Blodgett
           Account Specialist
           Financial Planning – Individual Clients

 

     Laura Carlson
           Account Specialist
           Financial Planning – Individual Clients
 
 
 
 
     Jerry Chesebro, ChFC
            Director of Compliance
            Registered Principal, American Portfolios
 
 
  
     Andrew Christmann
            Director of Marketing
 
 
 
 
     Heather Christmann
            Business Operations Manager
 
 
 
 
     Robert Clegg
              Account Specialist
              Financial Planning – Individual Clients
 
 
 
      Craig Coughlin
              Account Specialist
              Financial Planning – Individual Clients
 
 
 
      Jim DeCenzo
              Account Specialist
              Financial Planning – Individual Clients
 
 
 
       Mike Dolce, LUTCF
              Account Specialist
              Financial Planning – Individual Clients
 
 
 
      Betsy Ferguson
             Recruiting Coordinator
 
 
 
 
      Jennifer Forrest
             Director of Operations - RIA
 
 
 
 
       Kirk Gent, CRPS
              Senior Vice President
              Equities & Fixed Income Specialist

 

       Eric Hallstedt, RHU, REBC
              Corporate Health Insurance
              Individual Health Insurance
              Group Employee Benefits Specialist
 

       Lies Hamilton
             Director of Public Relations
 
  
 
 
       Christopher T. Wilks, LUTCF
              Senior Associate
              Long Term Care Specialist
              Individual Accounts
 
 
      Rachel Wustman
             Director of First Impressions
 
 
 
            
 

REGAL EXTENDED FAMILY

    

    Dirk Roskam, ESQ
             Regal General Counsel
             Estate Planning
 
    Brian Braat, CPA
             Regal General Accountant