At Regent Wealth Management, our sole focus is you.
Speakers and retirement income planning professionals Don B. Bergis and Jared M. Elson are the founding and executive team at Regent Wealth Management. For more than 10 years, they have helped provide hundreds of clients with retirement income plans to create more comfortable retirement lifestyles.
Don and Jared truly love helping people manage and preserve the most important time of their lives: the golden years and those years immediately prior to retirement. They believe in working hard so clients are able to take pleasure in the years ahead and aim to help clients do so with greater financial confidence.
Don and Jared are featured co-authors of the book, “Victory,” in which they they’ve written about the “The Seven Things Depleting Your Retirement Nest Egg.” They have also shared their story and investing strategies on ABC, NBC, CBS and FOX affiliates as well as in “Inc. Magazine” and on the “Retirement Symphony” radio show. Their firm is a member of the National Ethics Bureau and the Better Business Bureau as well as several other industry and local organizations.
Together, Don and Jared feel strongly that people are looking for more than just a financial professional; they’re looking for someone they can connect with personally and to help them make more informed financial decisions. Don and Jared believe their clients deserve the highest level of service including honest and reliable information.
Don B. Bergis, Founder & Partner
Don B. Bergis is the founder and president of Regent Wealth Management. Before Don embarked into the financial realm, he had a career as a Director of Sales and Marketing in the high tech industry. For more than 15 years, Don has worked as an advisor, specializing in preserving the wealth clients have accumulated all while growing it responsibly.
Don can be heard on the Financial Symphony radio show on local stations such as KBAY and KLIV on Sunday mornings. Don is also a co-author of the book Victory, featuring his own chapter on ‘The Seven Things Depleting Your Retirement Nest Egg.’ He also wrote another helpful read called ‘Mailbox Money.’
Raised in the Los Altos Hills, Don is a countryman at heart. When he is not assisting clients, he spends his time horseback riding, fishing, enjoying a good book on his porch and being a devoted husband and father to his two children.
Jared M. Elson, Managing Partner
Jared is a partner at Regent Wealth Management. Jared grew up in Morgan Hill, California and he currently calls Gilroy home. With a high-tech background, including nearly a decade with various roles at Yahoo!, Jared has a thorough understanding of how to achieve results in today’s demanding and ever changing times.
An avid hockey fan, you can find Jared at many San Jose Sharks home games and even playing amateur hockey in the area. His passion also shines through when racing cars and volunteering with local automotive clubs and motor sports organizations.
C. Brieanna Mason,
Director of Operations
Brie brings a wealth of knowledge in the areas of operations and administration to Regent Wealth Management. She has a bachelor’s degree from California State East Bay and an international business credential from the University of London School of Economics. Brie is the glue that keeps the team together, always supporting the team in any way she can.
Brie and her two children are avid San Jose Sharks fans. During the summer you can find Brie and her kids enjoying water sports and visiting the beach; their favorite beach is in Aptos, CA.
Tori Stefani, Office Manager/First Impressions
Tori comes to Regent Wealth Management with a background in communications and nearly a decade of customer service experience.Tori captivates our clients from the moment they walk in and provides a five star client experience. She also handles communicating with numerous outside vendors, ensuring that the office is fully prepared for day to day operations. Tori also assists with booking appointments, managing numerous calendars and supporting our marketing department at company events.
Tori, a Bay Area native, currently lives in San Martin, CA. As a recent newlywed, she enjoys traveling and exploring new places with her husband. Tori is also actively involved in her church and when not in office, participates in two different Bay Area based Bunco groups.
James Bergis, Business Development Associate
James spearheads a series of business development tasks at Regent Wealth Management. He attended George Fox University where he studied mechanical engineering and psychology. With his experience in customer service and client relations, James directly supports the firm by focusing on generating new leads, excelling in client services, and assisting a series of workshops.
James currently resides in Gilroy, CA and enjoys working on hot rods, building furniture, and metalworking.
Daniel Slocum, Analyst
Dan is a Service Advisor at Regent Wealth Management and assists with annual reviews, client meetings and processing. After graduating from the University of Arizona with a degree in economics, Dan began working in the financial industry in 2007 and over the course of his career has achieved his Series 7, 66 and California Life and Health Insurance licenses. He has a passion to help people and thoroughly enjoys working with clients approaching or within their retirement years.
When Dan is not assisting clients he is enjoying the outdoors which stems from his time as an Eagle Scout. He spends his free time camping, hiking, snowboarding and mountain biking.
Freddie Zagala, Analyst
Freddie comes to Regent Wealth Management as an analyst with a degree in finance from the University of De La Salle. Along with his 15 years of financial experience, Freddie holds his license 7 and 63; he focuses on processing applications, handling hundreds of accounts for clients. Freddie demonstrates exceptional dedication and care when handling accounts, ensuring streamlined and comfortable processes.
Freddie currently resides in San Jose, CA and enjoys spending time traveling with his wife and two daughters. Outside of work, he enjoys playing golf, swimming and bike riding.
Lindsey Barger, Workshops & Administrative Assistant
Lindsey plays a vital role in Regent Wealth Management’s administrative and marketing departments. Where there is a dinner seminar or social security workshop, Lindsey will be active in the planning and execution of such events. Being multi-faceted allows Lindsey to thoroughly expand her skill sets, proving that she is a key assets in the firm’s day to day operations.
Along with a bachelors in marine biology from UC Santa Cruz, Lindsey has a passion for the marine environment and enjoys water sports such as scuba diving and ocean kayaking. During her free time, Lindsey volunteers at the Monterey Bay Aquarium and exploring local areas with her dog.
Hillary Conlin, Marketing Manager
Hillary is the marketing manager for Regent Wealth Management. She comes to the firm with a broad range of skills in the marketing and public relation industries. Handling all the company’s marketing aspects, Hillary will be spearheading a series of new campaigns and strategies to ensure client knowledge as their relationship with Regent Wealth Management grows.
To schedule a time to discuss your retirement future, contact us at 877-457-4567.
By contacting us you may be offered insurance and/or investment products for sale.
Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance products offered through Regent Financial & Insurance Services, LLC.