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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.
John W. Packer, CPA, MBA has provided fractional CFO and consulting services to small businesses for over 12 years and leads Regal Business Advisory Services, with a strong focus on business owners' exit planning 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 is married with three adult children. He and his wife enjoy hiking, camping, and traveling, especially to visit their grandchildren in Detroit.
John is not affiliated with J.W Cole Financial, Inc. (JWC)
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 with friends and family.
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. She currently holds the Series 65 Security license as well as a PA Life and Health license. In her spare time, she loves to spend time with her family and her dog, Kobe.
Kate is a graduate of Hempfield High School and has lived in Lancaster County for most of her life. She has over 20 years of experience in customer service. She’s married and has two teenage daughters. She and her husband enjoy tailgating, watching the Eagles during football season and boating on the Susquehanna and Jersey shores during the summer.
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.