Regan Schumacher

Senior Advisor Associate

Regan joined HBKS Wealth Advisors in 2024 as a Senior Advisor Associate and is based in the Conshohocken, PA, office.

Regan is responsible for managing client operations for the firm’s Mid-Atlantic Region and working with its partners and financial advisors to help provide exceptional client service.    Regan has been in the industry since 1992 and brings extensive knowledge and experience, working at some of the top wealth management firms.

Regan graduated from Rutgers University with a bachelor’s degree in finance.  She is married with two children and currently resides in Upper Gwynedd, PA.  In her free time you will find her spending time with her family, or fishing near her second home in Sea Isle City, NJ.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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