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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.

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.

Steven J. Huebner – Brokerage Manager

His 36 years’ experience has provided Steve a diversified and broad knowledge of the insurance business from both home office and field level perspectives with major carriers. Steve started his career in 1973 with Liberty Mutual’s New York City downtown office as commercial lines sales representative. During his career in sales management, Steve has built distribution channels in several parts of the country including New York, California and Texas. Steve has a reputation for “getting it done.”

Steve has held many positions in the HR and business development departments of the insurance companies he has worked for. He is happiest when he is working in the field “helping people succeed”. Steve has wholesaled mutual funds, life insurance, annuities, DI, group products to and within every distribution channel.

Steve most enjoys his role in helping others to succeed and providing solutions that meet and exceed both producer and client’s needs and expectations.

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