Julie Regan

Julie Regan

Client Service Associate

Julie Regan is an integral part of the Tesar Group Investment & Financial Planning team. As the Client Service Associate, Julie is the first voice you hear when calling our office and seeks to provide exceptional customer service to our clients.

Julie attended Hamilton Business College and has over 12 years of experience in the financial services industry. She has been working with Lisa for the past nine years and is thrilled to continue their partnership with the launch of Tesar Group Investment & Financial Planning.

Julie resides on an acreage outside Manchester, Iowa, with her husband, Kint, and their two Border Collie fur babies, Shep and Stella. In addition to baking, cooking, and crafting, Julie enjoys hiking, camping, and participating in motorsports.