A valued member of the Allied Wealth Partner’s Team, Marla Regan joined the Firm in September of 1997. In her role as an Executive Administrative Assistant, Marla not only supports the CEO and President of the Firm, but also supports a Partner Advisor.
In her position, Marla provides exemplary service in meeting the various client needs that arise. She is responsible for the processing and follow up of all submitted applications, transactions and service requests made by clients and is instrumental in compiling review material on behalf of her direct reports for client meetings. Client communication, meeting scheduling and quoting and implementing employer sponsor benefits are just a few of her other job duties.
Licensed in New Jersey for Life Insurance, Marla is a graduate of Indiana State University where she earned a Bachelor of Science in Recreation. Previously positions held include roles as the Recreational Director of the Central NJ Jewish Center in Somerset, NJ as well as Youth Director for the Township of Lake Hiawatha.
The mother of two sons, and the proud grandmother of four, she currently lives in Florham Park, NJ with her husband. Always on the go, Marla is busy in her free time enjoying various outdoor activities including hiking, skiing, boating and fishing. An avid knitter, Marla is also active in community service, having participated in the Avon: Walk to End Breast Cancer for multiple years.