Regan Stephenson

CPA, Financial Planner

“My work allows me to combine my love for people and building relationships with my passion for teaching and offering guidance in the area of finances. It’s almost impossible for me not to love the work I do.”

Regan is an alumna of Texas A&M University with a Bachelor of Business Administration in accounting and Master of Science in finance. Regan is a Certified Public Accountant and an Investment Advisor Representative.

Her career began at PricewaterhouseCoopers as an auditor. From there, she worked at a local tax firm where she gained experience in individual, corporate and partnership taxation.

She joined CWA in 2011 as an associate planner, before becoming a financial planner. She credits her foundations in auditing and taxation with her ability to thoroughly educate and assist clients in building an efficient path to financial freedom.

Regan enjoys spending time with her husband, Jordan, and their two children, Connor and Kaylee. They love spending time outdoors, vacationing to the beach and the Texas A&M Aggies.