About Us
Kevin M. Regan joined Northwestern Mutual as a Financial Representative in 2003. During his tenure with Northwestern, Kevin has held numerous leadership positions within the company including, College Unit Director, Field Director, and Recruiting Field Director. Prior to Northwestern Mutual Kevin worked in the IT industry for Xtria Healthcare.
As a CERTIFIED FINANCIAL PLANNERTM professional and Wealth Management Advisor, Kevin’s objective is to deliver strategic portfolio analysis and creative holistic financial planning solutions with laser focused execution and ongoing proactive management, while providing unparalleled service to ensure our client’s most desired future.
Kevin’s practice excels at working with closely held businesses and seasoned professionals. Kevin consistently works with clients on mitigating taxes, income planning for retirement, asset management, buy/sell planning, qualified plans, exit strategies, and estate planning. Kevin has received the National Quality Award from the National Association of Insurance and Financial Advisors five times.
Kevin was born and raised in Windsor, CT. In 2003 he moved to Florida to build his future with his wife Courtney. When Kevin is not working he dedicates his time to his family. He and Courtney have two boys, Braden and Brennan. Kevin is an avid skier and enjoys playing golf.
Justin is a Financial Advisor with a practice focusing primarily on physicians, finance professionals and business owners/entrepreneurs that comprise clients in over 20 states. As an advisor, he feels committed to putting his clients before himself.
He is a top producer with Northwestern Mutual and has received numerous awards and recognition for his leadership at Northwestern Mutual.
When Justin is away from his practice, he is a husband to his wife and college sweetheart Jenna. He is also a father to his twin girls, Victoria and Mikayla. When he finds time to be apart from his family he loves to golf and is a member of the Fort Lauderdale Country Club.
As an Investment and Planning Associate with Northwestern Mutual, Jay specializes in developing comprehensive financial solutions for clients. He embraces a holistic approach including retirement planning, life and disability insurance planning, estate planning, as well as long-term care planning. He joined Northwestern Mutual in January 2019 with 25 years of highly successful financial industry experience.
Jay began his career at Bernstein Investment Research & Management focusing on international mutual funds and domestic hedge funds. He then spent 10 years at a boutique hedge fund, ECO Management LP as Director of Fund Operations. He oversaw the operational infrastructure of the credit and equity funds, including portfolio analysis and managing portfolio risk. Now at Perceptive Wealth Management, Jay successfully leverages his investment background to assist clients in understanding the scope of their investment strategies to ensure each client has the proper and most beneficial asset allocation for their financial plan.
Jay double majored in Accounting and Finance and received his B.S. from the University of Maryland at College Park. He maintains his Series 7 & 66 registrations along with his Life, Accident & Health Insurance license..
When he is not working, Jay enjoys spending time with his wife Sara and their dog Lacey. He also enjoys playing golf and is an avid NY Giants fan.
Katie C Charleus , B.S., M.S.
Director of Insurance Operations and Services
Katie C Charleus , B.S., M.S.
Director of Insurance Operations and Services
Katie joined Northwestern Mutual in February of 2014. Katie oversees the business development and client service relations for Kevin's practice.
Katie graduated with her Masters in business at Nova Southeastern University. She comes to the practice with an educational background in the financial field and a extensive experience in customer service. She has a devoted commitment to servicing new and existing relationships to help the practice grow and is valued as a team member. Katie holds her 2-15 Insurance License.
Outside of work, Katie is a mother to her son, Kayson. She enjoys spending time with her family and friends. Katie enjoys volunteering at her local church and reading a good crime mystery.
Cindy Joined Northwestern Mutual in August of 2020 as an Associate Financial Representative. Cindy has worked in the Financial Industry since 2016 with previous experience at American Express. Cindy focuses on pulling together financial plans and works with our client coordination team.
Cindy has two sons, Kaiden and Kendrick. She enjoys walks in the park and cooking.
Heidi joined Northwestern Mutual in February 2022. She assists with all client service relations and is a committed team member.
Heidi comes to the practice with over 25 years of experience in administraton and office management with an extensive background in customer service. She is devoted to servicing new and existing relationships to help the practice grow.
Prior to becoming a Florida resident, Heidi was born and raised in Michigan. She is a proud mother of two adult children, son Jordan, and daughter Madison. Outside of work, Heidi enjoys a healthy and active lifestyle, all outdoor activities, and spending free time with her children, grandson, and friends.
Sylvia has worked in the health insurance industry since 2000. Her experience with a variety of major carriers has allowed her to be a strong advocate for our clients needing help with Medicare insurance. Sylvia joined the Regan team in 2011 working with group insurance as well as individual clients. Sylvia holds a 2-15 Insurance License. Prior to moving to Florida from New York, Sylvia was a business owner for 14 years. She enjoys several hobbies including design and decorating, ceramics, painting and all things science fiction.