About our Founder
Joel Regier is founder and fiduciary at Regier PWM. Joel has over 25 years of experience in the financial services industry, first in commercial banking and now in wealth management. In both capacities, he has worked with business owners to maximize their cash flow (corporate and personal) and streamline business owners’ corporate and personal balance sheets to align with their financial objectives.
Joel earned a BA in Business & Economics from Wheaton College and an MBA in Finance, Management & Strategy, and Entrepreneurial Studies from Northwestern University's Kellogg School of Management. He and his wife Shawna are the proud parents of three children.