Every good business, like every good baseball team, has an exceptional utility infielder who covers all the bases and is a go-to for the team. At Wambolt that team member is Director of Operations Regina Franz.
Regina’s multi-faceted job includes coordination of day-to-day operations such as onboarding new clients, handling money transfers, and interfacing with financial custodians who partner with the firm.
Regina enjoys developing relationships with clients and working with the firm’s multi-generational team.
“We are a boutique firm and an established Registered Investment Advisor, meaning that we design wealth management plans according to the goals of our clients, independent of any firm interests,” she explains. “Plus, the experiential wisdom of our seasoned team members and the fresh perspectives and skills from a younger group blend well to deliver the best outcomes for our clients.”
Regina loves being part of a team in her spare time, too, as a long-standing player in the Evergreen softball league. Not surprisingly, Regina is an avid baseball fan, first backing the Chicago Cubs and now a loyal Colorado Rockies supporter. She and her husband take advantage of traveling, deep sea fishing, kayaking, golfing and skiing as well.
A first generation American, Regina has a long list of accomplishments which includes raising a family, living internationally, and working in the corporate travel industry. With such a strong, diverse portfolio of life experiences it is no surprise that Regina is a standout on the Wambolt team roster!