A Committed Team
Our holistic approach encompasses a financial life guidance assessment and concierge support for financial well-being. At Wiley Group, it has meant investment in technology, research and the best talent in the business.
Regina "Gina" Barber is a crucial member of our operations team. As Client Service Specialist, Gina exemplifies her meticulous and friendly personality when assisting our clients on a daily basis.
At Wiley Group, Gina initiates the account transfer process and ensures that all client needs are satisfied accurately and according to schedule. She also coordinates our firm's comprehensive services.
Gina works closely with our Chief Compliance Officer to maintain firm policies that comply with applicable state and federal regulations. Gina is a seasoned vet with more than 15 years of experience. She honed her skills in client services positions for Merion Wealth Partners, LLC and StoneRidge Investment Partners, LLC prior to joining our team.
Always ready to lend a hand, Gina frequently volunteers for the American Red Cross. She enjoys visiting the theater and dining at contemporary restaurants.