Regal Holdings brings on industry veteran H. Kent Heise, AEP®, CLU®, ChFC® as its Director of Charitable and Estate Planning. Mr. Heise joins the team to bolster the firm’s Regal Charitable initiative. Mr. Heise’s 40 years of experience serving clients’ financial, estate, and charitable needs will be a tremendous asset to Regal and its community of financial professionals.
Regal Charitable’s Donor Advised Fund and the charities that benefit from it serve as a platform for Regal and its advisors to place generosity at the forefront of their goals.
“Bringing on an individual with the experience and talent of Kent Heise to help our advisors serve their clients through impactful & purposeful charitable/estate planning is very exciting for our firm,” expressed Regal’s CEO John Kailunas II.
Regal and its affiliated companies are headquartered in Kentwood, MI; with advisors and affiliated firms scattered throughout the United States.