Jami Regan

Administrative Assistant

Jami Regan joined JJ Burns in 2018. She provides operational and administrative support, helping to ensure that things run smoothly and team members have what they need. Her previous experience includes 17 years providing administrative support at a large corporation.

Jami holds a B.A. in Psychology from the University of Dayton.

On the personal side

Jami lives in Commack, New York with her husband Todd and daughters Ava and Ella.

What Jami brings to the table

As a self-proclaimed “maniacal organizer,” Jami is the woman you want by your side when you’re throwing a party. She’ll oversee the shopping list and guest list and make sure that everything is planned to perfection. As a bonus, she’ll add some Southern charm with perfect mint juleps from a recipe she learned from her mom when growing up in Kentucky.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Anthony LaGiglia, CFP®

Managing Director

Steven Mula, CFA®

Chief Investment Officer

Ricky Bathija, CFP®

Director of Financial Planning

Jessica Evans

Client Services Manager

Nejad Abo-Hamzy

Paraplanner

Nickolas Raso

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