Our Team Who We Are

Stephanie is the President of Regis Financial Partners, LLC. She works with insurance
advisors, RIA’s, financial advisors, and career insurance agents to support their clients in the
purchase of life insurance, disability, long term care or annuities. She maintains relationships
with the insurance carrier partners as well as focuses her time on business development. She
has been in the financial services industry for almost two decades. Stephanie started her
career as an agent with New York Life in the Philadelphia area. In 2006, she took a position
with Merrill Lynch in their insurance division as a Business Development Specialist, working
closely with field agents and providing all their pre-sale support needs. She has been working
in the brokerage community since 2008. Stephanie became the President of Synergy Life
Brokerage in 2020 and has rebranded the company to Regis Financial Partners in 2022. She
works in the New York City office.
 
Stephanie has worked closely with insurance carriers, brokerage advisors and financial
institutions. Her experience has allowed her to bring product knowledge to the table, providing
advisors with the pre-sale tools necessary to close the sale. She keeps advisors abreast of
industry changes, new product ideas and provides marketing content for their clients. She
continues to be a connector within the insurance industry. Stephanie continue to bring new
resources and solutions to her clients.