Providing Personalized Financial Guidance in Petoskey

Located in downtown Petoskey, our team is ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.

Lee Cole


Lee graduated in 2004 from Central Michigan University with a degree in Personal Financial Planning. Prior to joining Regal, he ran his own practice focused on high net worth clients and also spent time as a wholesaler with First Trust Portfolios.

Lee and his wife, Sarah, have two young sons and in his spare time he enjoys hunting, fishing, and being outdoors.


High Net Worth Cases
Case Design
Retirement Planning

314 Howard St, Unit #2  |  Petoskey, MI 49770
p. 616.258.5043



Questions? Contact Lee today!


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