Your Valuable Team at the Helm

I take a collaborative approach to planning to help make sure your hard-earned money is spent and invested in the vehicles and opportunities that make the most sense for you and your unique financial situation.

Strategic recommendations paired with ongoing education (in language you can actually understand) helps ensure you get the maximum value out of every minute you spend with me because at the end of the day, the more insight you gain, the better equipped you will be to make important financial decisions.

Regina “Reggi” Tomek, CRPC®

Financial Adviser

Reggi is a financial advisor with 22 years of experience in providing planning and financial solutions for her clients. She is committed to helping her clients identify, prioritize and protect what is most important to them. For the last 19 years she has been a representative of employer sponsored 403b, 457, 401a and 401k retirement plans and is familiar with the STRS, SERS and OPERS plans.

Reggi is an Investment Adviser Representative with Voya Financial Advisors and holds securities industry registrations, including series 7, 6 and 63 registrations. She also holds the Chartered Retirement Planning Counselor (CRPC) designation and has Life, Health, Disability insurance licenses including Ohio Partnership Long Term Care.

Reggi lives in the Cleveland Area with her husband of 25 years and her 2 rescue dogs. Her hobbies include playing golf and sailing.