Team
Ian Weinstein, ChFC®
Founder & CEO
Aiki Altmets, CFP® APMA®
Founder & COO
Jared Haubenstock, CFP®
Wealth Advisor
Monika Brzeznicka, CRPC®
Operations and Client Service Manager
Taylor Hess
Senior Financial Planner
Tracy Kasing
Financial Analyst
Ian Weinstein, ChFC®
Founder & CEO
Ian is a Chartered Financial Consultant ® and he holds a B.A in Finance from University of Georgia.
Aiki Altmets, CFP® APMA®
Founder & COO
Aiki is a Certified Financial Planner™ professional, and Accredited Portfolio Management Advisor℠. She holds a B.A. in Managerial Sciences from Georgia State University, J. Mack Robinson College of Business.
Jared Haubenstock, CFP®
Wealth Advisor
Jared holds a B.A. in Finance from University of Central Florida.
Monika Brzeznicka, CRPC®
Operations and Client Service Manager
Monika is a Chartered Retirement Planning Counselor℠ and she holds degrees from the Academy of National Defense and Mississippi State University.
Taylor Hess
Senior Financial Planner
Taylor holds a B.A. in Finance from Georgia Southern University.
Tracy Kasing
Financial Analyst
Tracy holds a B.A. in Finance and M.S. in Financial Planning from University of Georgia.
Legal Disclosure
Regimen Wealth, LLC. (“Regimen”) is an independently managed financial investment advisory firm located in Atlanta, GA. The publication of Regimen’s web site on the Internet should not be construed by any consumer or prospective client as Regimen’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. The information on this website should not be construed as personalized individual advice.
A copy of Regimen’s current written disclosure statement as set forth on Form ADV, discussing Regimen’s business operations, services, and fees is available upon written request. Regimen does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. This website may also contain views and opinions of individuals from the firm, there is no guarantee that these views and opinions expressed herein will come to pass. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
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Fidelity Disclosure
Fidelity is an independent company, unaffiliated with Regimen Wealth. Fidelity Investments is a service provider to Regimen Wealth. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 937556.1.0