Team

Back to Team Photo of Ian Weinstein

770.738.8200 ext. 110

Ian Weinstein

Founder & CEO

With over 20 years of experience, Ian Weinstein is a progressive financial services professional and an accomplished entrepreneur. His analytical, strategic, dedicated, and compassionate approach have allowed him to build the Regimen Wealth practice into an established boutique wealth management firm leading clients through each phase of their financial life while delivering high touch client-centered service.

In 2020, in order to better meet the current and future needs of his clients, Ian and Co-Founder and COO Aiki Altmets transitioned to form an independent registered investment advisor.

Ian is a Chartered Financial Consultant ® and he holds a degree in finance from the University of Georgia. His professional accomplishments include a ranking as one of Forbes Best-in-State Wealth Advisors.
Back to Team Photo of Aiki Altmets

770.738.8200 ext. 112

Aiki Altmets

Co-Founder/COO

A 10-year financial services veteran, Aiki Altmets has been providing complex wealth management services to clients of the Regimen Wealth practice and charting the practice's operations since 2015. Her dedication to providing impactful advice to clients has garnered her the reputation as the go to resource for executing on our clients’ visions for their future. Prior to joining Regimen Wealth, she held positions with a Barron’s Top 100 Women Financial Advisors and a Barron’s Top 100 Independent Wealth Advisor ranked financial services firms.

Aiki is a Certified Financial Planner™ professional, Accredited Portfolio Management Advisor℠ and a Certified Divorce Financial Analyst ® practitioner. She graduated from Georgia State University, J. Mack Robinson College of Business.
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770.738.8200 ext. 116

Monika Brzeznicka

Senior Client Service Manager

With over 12 years of experience in client service and operations roles, Monika’s primary responsibilities include facilitating all aspects of client service and operational support from account opening to asset transfers and rollovers and insurance.

Monika is a Chartered Retirement Planning Counselor℠ and she holds degrees from the Academy of National Defense and Mississippi State University.
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770.738.8200 ext. 118

Taylor Moody

Senior Analyst

Taylor specializes in supporting our wealth advisors in financial planning, meeting prep and high touch service for our clients with most complex financial lives. 

Taylor holds a degree from Georgia Southern University.
Back to Team Photo of Jared Haubenstock

770.738.8200 ext. 117

Jared Haubenstock

Analyst

Jared specializes in financial planning, meeting prep and high touch service for our clients. His primary responsibilities include coordinating financial data, money movements and client communications.

Jared holds a degree from University of Central Florida.

Jessica Sworder

Analyst

Jessica specializes in financial planning, meeting prep and high touch service for our clients. Her primary responsibilities include coordinating financial data, money movements and client communications.

Jessica holds degree from University of Central Lancashire.