Alice Regan

Alice Regan

Relationship Manager

Alice joined SageView in 2023 as a Relationship Manager in the Louisville, CO office, coordinating and overseeing client relationships to enhance their financial needs. Her responsibilities include assisting the team with developing strategies for asset allocation, investments, taxes, and retirement plans. Alice is passionate about cultivating meaningful relationships with clients to build successful futures.

Prior to SageView, Alice worked as a Social Media Strategist for FiComm, a marketing and public relations firm out of Orange County, CA, working directly with financial service companies to develop effective marketing growth strategies. She graduated from the University of Colorado Boulder with a marketing degree and enjoys skiing, running, and exploring the neighborhoods in Denver. Alice is currently enrolled in Boston University’s Certified Financial Planning Program.