Regan Smith joined Adero in 2015 and has over 10 years of finance-related experience. Prior to joining Adero, he worked as a Financial Planning Specialist at the fastest-growing firm in the Milwaukee area (all industries from 2012-2014). In 2015 he moved to the San Francisco Bay Area for exposure to a more diverse and complex financial planning environment. After eight years in California, Regan and his wife moved to Denver, CO, where he continues to service clients virtually and periodically travels to meet them in person. Regan graduated from the University of Wisconsin–Madison with a BS degree in Personal Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional.