Bill Regan, AAMS® CAP®

Financial Advisor

 Throughout my 25+ years of providing the highest quality personal and professional financial services; my commitment is to help individuals, families, and business owners achieve their long-term wealth accumulation strategies, plan for retirement income needs, understand life and health insurance solutions, and to offer educational workshops on Social Security and Medicare opportunities.


 As a graduate from the University of Kansas; I continue to advance my education including FINRA Series 7, 63, and 66 licenses; AAMS® Accredited Asset Management Specialist, CAP® Chartered Advisor in Philanthropy and pursuing studies as a RICP® Retirement Income Certified Professional.


 My community and civic involvements include non-profit board positions on Lee’s Summit R7 Education Foundation, Kansas City Homebuilders Charitable Foundation, Coldwater Foundation, Children Mercy Hospital Planned Giving Council, and American Red Cross; and participation with  Masonic Lodge #263, Lake Winnebago, MO. Lions, KCRAR, Lee’s Summit, MO. Economic Development Council, hopeyourselfUP Youth Ministry, Pleasant Hill/Lee’s Summit, MO. Chamber of Commerce, Kansas City Royals Lancer, and City of Greenwood, MO. Councilman.


 Married to Karen with six children and the joy of twelve awesome grandchildren.


 I specialize in the needs of the Senior Market and look forward to earning your trust and confidence.