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Get to Know Your Advocates

For Financial Understanding

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Michael Zimmerman

President and Founder

Mike began his investment career in 2008 as an Investment Advisor Representative with Sequinox. He became an owner and partner in 2014 to drive the company in a new direction, but more importantly, help clients with financial and investment planning. Mike left Sequinox in 2019 to start his own firm, Regal Wealth Advisors, where he works with his team as the lead financial advisor. Mike began his career as a medicinal chemist with GlaxoSmithKline in oncology research. He is a graduate of the University of Texas and Jefferson University where he majored in organic chemistry/biochemistry and minored in finance.

He enjoys spending time with his family either on the waters of the Chesapeake Bay or in Sarasota, FL. Mike was featured in a recent issue of Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management. Please check it out today!

Contact: mike@tnsfg.com

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John Packer

Small Business Director

John W. Packer, CPA, MBA has provided fractional CFO and consulting services to small businesses for over 10 years and is the leader of Regal Business Advisory Services.  He has B.S. in Accounting and MBA degrees from Penn State University and has taught as an adjunct instructor of accounting at Harrisburg Area Community College.  He is a member of the American Institute of Certified Public Accountants and was a finalist in the Central Penn Business Journal’s Financial Executive of the Year.  He serves on the boards of The Parliament Arts Organization and Leg Up Farm in York, and Bridge of Hope in Harrisburg.  He is married with three adult children.  He and his wife enjoy hiking, camping, and traveling, especially to visit their sons in Chicago and Denver. 

Contact: john@regal-wealth.com

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Kelly Weaver, FPQP™

Registered Paraplanner

Kelly has over 20 years of experience in the financial services field including sales and securities trading. She currently holds the Series 7 & 63 Securities licenses as well as a PA Life and Health license. When not in the office, Kelly enjoys creative design and outdoor recreation. 

Contact: kelly@tnsfg.com


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Samantha Hoover

Office Assistant

Samantha is a graduate of Ephrata High School and holds a BS in Finance from the University of Tampa. While in college, she was a member of the Micro-Finance Club and the "Impact Initiative" where she was a student consultant, providing assistance to entrepreneurs in their start- up businesses. In her spare time, she loves to spend time with her family and her dog, Kobe. 

Contact: sam@tnsfg.com

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Donna Kettering

Client Resource Manager

Donna Kettering is an assistant with over 15 years of experience in the financial services field. In her free time, she enjoys spending time with her family & pets, traveling, biking & hiking.

Contact: office@regal-wealth.com

Ally

Marketing/Events Coordinator

contact: ally@tnsfg.com

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The North Star Financial Group

Affiliate
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Sean Reading

Certified Financial Planner

Sean W. Reading is a Certified Financial Planner™ at The North Star Financial Group with more than 16 years of experience in assisting clients in meeting their financial goals. He seeks to understand each client's individual situation and goals, and then works with them to develop a straight-forward plan that is easy to understand, often conservative in allocation, and promptly implemented. 

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Heather Richardson

Client Relationship Manager

Heather L. Richardson is the Client Relationship Manager at The North Star Financial Group. She coordinates communication works to ensure smooth transactions, transfers, and account establishment. She keeps clients informed about transactions in a timely manner.  Heather embraces the marketing and promotion of The North Star Financial Group through events and activities in the community.