Profile of Our Team

MANAGING PARTNERS
   
   
 
  J. Lawrence Taunt, CLU, ChFC, LIC, CFP, CASL
           CEO/CFO, Chairman
           Founding Equity Partner
           OSJ, MBO, AIG Financial Advisors, Inc.
 
         
   
  John A. Kailunas II, LUTCF, CFEd
           President/COO
           Founding Equity Partner
           Distribution Specialist
  
 
 
  Brian D. Yarch, LUTCF
           Vice President of Operations
           Equity Partner
           Registered Principal, AIG Financial Advisors, Inc. 
   
 
YOUR TEAM
  
 
  
  Jennifer Berry
           Relationship Manager
          
 
    
         
                
  Eric Hallstedt, RHU, REBC
           Corporate Health Insurance
           Individual Health Insurance
           Group Employee Benefits Specialist
 
     
 
  Christopher T. Wilks, LUTCF
            Senior Associate
            Long Term Care Specialist
            Individual Accounts
          
      
  
  Kirk Gent, CRPS
           Senior Vice President
           Equities & Fixed Income Specialist
 
  
  
 
     Craig Coughlin
              Account Specialist
              Financial Planning – Individual Clients
 
 
  
 
  Scott Cousino
           Account Specialist
           Financial Planning – Individual Clients
 
    
  
 
   Brian Blodgett
           Account Specialist
           Financial Planning – Individual Clients
          
 
    
  
  Jim Decenzo
           Account Specialist
          
  
 
 
 
   Mike Dolce
           Account Executive
 
 
 
    
 
    Steve Heidenreich
             Individual Health Insurance
             Life Insurance
             Account Executive
 
  
 
    Donald Carlson, CFEd
           Sr. Vice President of Recruiting & Training
  
 
 
 
   
    Russ Clark
            Vice President of Recruiting & Training
 
 
            
  
 
   Tina Wright
           Executive Assistant to the Managing Partners 
 
 
  
 
 
   Jerry Chesebro
            Director of Compliance
 
 
 
  
 
   Sue Ross
            Director of First Impressions
 
 
 
 
 
    Katherine Miller
             Business Operations Specialist
 
 
 
 
 
REGAL EXTENDED FAMILY
 

   

    Dirk Roskam, ESQ
             Regal General Counsel
             Estate Planning
  
  
 
 
    Jill Goodell, ESQ
             Attorney
 
 
 
  
   
    Jim Kotman
             Accountant
 
 
 
 
    Dale Triplett - Regal Insurance Agency (616) 897-9259
               Property & Casualty Specialist
               Homeowners & Auto Insurance
               Commercial Insurance        
 
 
                               CFS Debt Counseling (616) 281-2120