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Our Team Who We Are

Relationship Experts

Stephanie Alper-Lisi, CLU® – President

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.

Brad Contardi – Executive Benefits Specialist

Brad Contardi is the Executive Benefits Specialist at Regis Financial Partners, bringing over 20 years of experience in the finance industry. He began his career at New England Financial and has since held various roles within the life insurance field, most recently specializing in Non-Qualified Deferred Compensation. In his role, Brad works closely with brokers, providing expert assistance with executive benefits. Whether you’re an advisor already experienced in this area or looking to get more involved in the executive benefits market, Brad is here to support and enhance your business.

Brian Kaplan – Brokerage Manager

Brian has been involved in the life insurance industry for the past 17 years. He works with a wide range of producers in helping them fulfill their client’s life insurance needs. Specifically, Brian has worked closely with the life agents to grow their sales, assisting in advanced case design such as premium financing, deferred compensation and split dollar sales. Brian has conducted seminars for his brokers on a variety of topics to help show areas of opportunity for them to grow their business. Brian began his career with the Hartford in 1995. Thereafter, he was with both New England Financial and Phoenix working consistently as one of their top producers.

Brian received a Bachelor of Arts from the Ohio State University.

Team Members

Amanda Campbell, New Business Manager

Barbara Eckert, New Business Case Manager

Audrey Nichols,  New Business Case Manager

Kathy Fee, New Business Case Manager

Mandy Lee, New Business Case Manager and Inforce Specialist

Josh Pelletier, Director of Marketing

Brian Foley, Operations Specialist

Brad Contardi, Executive Benefits Specialist

Jessica Thibedeau, Licensing and Commissions Specialist