877.457.4567Meet The Team
The team behind Regent Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Don B. Bergis
Founder & Partner
For more than 15 years, Don has worked in the financial industry, focusing on preserving the wealth clients have accumulated while growing it responsibly. Before Don embarked into the financial realm, he had a career as a director of sales and marketing in the tech industry.
Don can be heard on the “Financial Symphony” radio show on local station K-BAY on Sunday mornings. He is also a co-author of the book “Victory,” which includes his own chapter, “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
Coming to financial services from a career in tech, including nearly a decade with various roles at Yahoo!, Jared understands what it takes to achieve results in today’s demanding and ever-changing times.
Jared and Regent Wealth Management Founder and Partner Don Bergis are co-authors of the book “Victory,” which includes their chapter, “The Seven Things Depleting Your Retirement Nest Egg.” They also co-host the “Financial Symphony” radio show on local station K-BAY at 7 a.m. every Sunday.
Jared grew up in Morgan Hill, California, and currently calls Gilroy home. An avid hockey fan, you can find Jared at San Jose Sharks home games and playing amateur hockey. He’s also passionate about racing cars and volunteering with local automotive clubs and motorsports organizations.
C. Brieanna Mason Chief Operating Officer
C. Brieanna MasonChief Operating Officer
Brieanna works closely with clients while overseeing the company’s operations and developmental growth.
Brie attended college at University of London’s School of Economics, where she helped write policies on trade tariffs and trades for the European Economic Community (EEC) before making her return to the States. She was an international business major at San Francisco State University and Cal State East Bay and continued her education through Saint Mary’s College’s graduate program.
Brie currently lives in Willow Glen and has two children, Sophie and Drake. Together they enjoy spending time with their three dogs, volunteering, paddle boarding, biking and creating art.
James Bergis Business Development Associate
James Bergis Business Development Associate
James spearheads business development at Regent Wealth Management. Using his experience in customer service and client relations, James focuses on reaching new clients, client services and assisting at workshops.
James attended George Fox University, where he studied mechanical engineering and psychology.
James currently resides in Gilroy, California, and enjoys working on hot rods, building furniture, and metalworking.
Freddie Zagala Analyst
Freddie ZagalaAnalyst
Freddie focuses on processing applications and handling hundreds of client accounts. He strives to demonstrate exceptional dedication and care when handling accounts, ensuring streamlined and comfortable processes.
Freddie is an analyst with a degree in finance from the University of De La Salle. Along with his 15 years in various roles in the financial industry, Freddie also passed the Series 7 and 63 securities exams.
Freddie currently resides in San Jose, California, and enjoys spending time traveling with his wife and two daughters. His hobbies include playing golf, swimming and bike riding.
Lynda Varada Workshop and Events Administrator
Lynda VaradaWorkshop and Events Administrator
Lynda joined the Regent Wealth Management team as the workshop administrator with a background in business and marketing. She is a public speaker heard around the country on topics such as personal and leadership development, Christian living and marriage. Her leadership and business development experience play a vital role in the company’s seminar program.
When Lynda is not speaking at events, she enjoys time with her horses, especially equestrian riding, reading books and spending time with her husband and three children. You also can find Lynda training for events such as half marathons.
Shane Winter Director of Marketing
Shane Winter Director of Marketing
Shane studied business administration and marketing at Notre Dame de Namur University. A decorated college lacrosse player, he earned an Argonaut Award for leadership and sportsmanship on and off the field two years in a row. In his free time, Shane coaches high school lacrosse, DJs and manages an online store selling digital assets and artist merchandise.
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