Main Office
2121 Ponce De Leon Blvd, Suite 1160
Coral Gables, FL 33134
EXECUTIVE LEADERSHIP
Provides strategic leadership and organizational oversight for Regis Financial Partners.
When to reach out: Executive-level matters, strategic partnerships, and escalated business concerns.
BROKERAGE VPs
Brian works with an established network of financial advisors, helping them access insurance solutions and brokerage resources through Regis Financial Partners.
Contact Brian for: Insurance opportunities and brokerage support within his advisor network.
OPERATIONAL SUPPORT
Call Brian when: You need help completing applications, assistance with licensing, or operational and case management support.
BUSINESS DEVELOPMENT SPECIALIST & EXECUTIVE BENEFITS
Your resource for turning client needs into insurance solutions.
Call Kelly when: You need illustrations, product comparisons, case design, pre-sale guidance, or educational presentations for your firm.
Kelly Haynes – Business Development Specialist Executive Benefits
NEW BUSINESS
One dedicated contact. Personalized support.
When you submit your first case with Regis, you’ll be connected with a dedicated New Business Case Manager who becomes your primary point of contact throughout the application and underwriting process.
No guessing who to call. No starting over with someone new. Just a familiar person who knows your business and is there to help.
Call When: You have questions around new application processing, case status updates, and outstanding underwriting requirements.
LICENSING and COMMISSIONS
Call Jessica when: You have commission questions, need carrier contracting or appointments, have licensing questions, or need new business assistance.
POLICY SERVICES
Call Mandy when: You have changes or service requests on existing policies.