1997
Our Story
1997
Eric Greschner founded Regatta with his father, George. Eric had seen the commission-driven sales culture up close on Wall Street and wanted to build something different—a firm that gives advice the way it should be given, with the client’s interest first.
Soon after
From the testing and education side of the securities industry, Rudy shared the same belief: clients deserve advice measured against their interests, not a sales quota.
Today
The founding question still sits at the center of the firm. What kind of financial firm would we want for our own families? Everything, from our fee structure to the size of our client base, traces back to that answer.
Our Mission
“
Our Values
01 / Trust
We are held to a fiduciary standard; your interests come first in every recommendation we make.
02 / Independence
03 / Craft
04 / Family
05 / Care
Why Fee-Only
It also means we have no reason to recommend one investment over another except that we
believe it is right for you. When your portfolio does well, we do well. That alignment is the
foundation of every relationship we build. You can see how it shapes our investing on the Money Management page and our approach on the Our Process page.
Recognition & Credentials
Regatta’s work has been featured in national financial media. Our team includes the credentials that matter for retirement planning, and our in-house attorney means every plan gets a legal review most firms cannot offer.
Two planners on our team hold the CFP® designation, the gold standard for retirement planning competence.
Advanced credential for portfolio construction, manager selection, and risk management.
The Client Experience
“
When you call with a question, you reach someone who already knows your situation, and our team aims to respond. We explain things in plain language, never talk down to anyone, and never pressure you into a decision.
Our Team
Start Here
Managing Partner
About
Wall Street experience: Eric worked on Wall Street as an institutional research analyst and market strategist for a leading firm where he provided analysis to clients such as Oppenheimer, T. Rowe Price, Fidelity Investments, institutional pension funds, and hedge funds, etc. He also played an integral role in advisory meetings and conference calls with portfolio managers of Morgan Stanley Dean Witter, 1838 Investment Advisors, etc. on stock market strategy and individual stock selection.
Industry leader: Eric is frequently interviewed by international, domestic, and local periodicals including Money Magazine, Kiplinger, Bloomberg, Morningstar, Thomson-Reuters, International Finance Review, Derivatives Week, Wall Street Transcripts, and Risk Magazine.
Community involvement: Eric is an advisor for a Hand 4 Life, a charity focused on helping those with chronic significant physical disabilities and with Kiva, a non-profit working to promote entrepreneurship as a solution to alleviate poverty.
Commitment to ethics: Eric was listed along with the founder of Vanguard, John Bogle, legendary commodity investor Jimmy Rogers, and the leader in social responsible investing, Amy Domini of the Domini mutual funds as one of the “Wall Street 50” in author Kim Curtin’s upcoming book: Transforming Wall Street: A Conscious Path for a New Future. According to the book excerpt: “She interviewed The Wall Street 50 in an effort to uncover how the well-known and respected global financiers achieve and enjoy lives that align wealth and meaning. The emerging attributes, characteristics, thought patterns and behaviors provide incredible insight into balancing capitalism and conscious living that can be emulated by leaders working in every industry. Their secrets have the power to help re-invent the world of finance. Transforming Wall Street provides the framework necessary to learn from these conscious financiers that profits AND integrity are not only possible but that they are the way out and the way forward.”
Financial educator: Eric is now a Certified Financial Educator (CFE), per the National Financial Educators Council (NFEC). He has trained financial, regulatory, compliance, tax, and legal professionals throughout the United States and the United Kingdom.
Professional speaker: Eric has chaired international and domestic conferences and is frequently a speaker or panelist for investment summits around the world. Prior engagements include bookings in New York, Miami, Houston, New Orleans, London, Singapore, Hong Kong, Stockholm, and Warsaw.
Managing Partner
About
Rudy Blanchard is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst® designation—both among the most respected credentials in the financial services industry. The CFP® certification requires
extensive coursework in financial planning, investment management, retirement, tax, andestate planning, as well as passing a comprehensive national exam and meeting rigorous experience and ethical standards. The CIMA® designation, administered by the Investments & Wealth Institute, includes advanced portfolio construction coursework through the prestigious University of Chicago Booth School of Business. The program requires completing a sophisticated investment curriculum and successful completion of a demanding certification exam which allows Regatta to meet the real-world needs of individual and institutional investors.
Rudy has served as a Portfolio Manager and Market Strategist at Regatta Research & Money Management since 1998 and is an experienced Investment Advisor Representative. His role
includes designing, managing, and adjusting investment portfolios tailored to individual and institutional clients’ needs.
Prior to joining Regatta, Rudy worked in the securities industry’s training sector, instructing professionals nationwide in preparation for various FINRA (formerly NASD) licensing exams. He also developed continuing education modules used by stockbrokers and insurance agents to fulfill regulatory compliance requirements.
Rudy earned a Bachelor of Science in Business from the University of New Orleans and a Master of Science in Management (MSM) from Troy State University. He has also shared his expertise as a course instructor at Louisiana State University, Our Lady of Holy Cross College, and Tulane University.
His insights have been featured in national financial publications including Money Magazine, Wall Street Transcripts, and CitiBusiness. He also co-hosted the financial radio show Money Sense with Eric Greschner on WGSO 990 AM.
Rudy is a volunteer educator with the Association of Financial Educators (AFE). AFE is a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more. Its members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.
Rudy and his wife, Bernie, live in Baton Rouge, Louisiana, with their three children. He enjoys spending time with his family, reading history, listening to classic rock, and visiting the mountains in the fall and the beach during the summer.
Managing Partner
About
Andy joined Regatta as a financial advisor and is responsible for alternative investments such as Real Estate Investment Trusts, structured investments, and privately held note purchasing.
Andrew comes from the financial planning and investment arena where he was a Financial Advisor for Waddell & Reed, Inc. He has been quoted in national magazines such as Financial Advisor Magazine and Structured Products Daily, as well as interviewed on nightly news stations such as WDSU Channel 6. Andrew has previously been a frequent lecturer at educational forums at the University of New Orleans and Southeastern Louisiana
University as well as businesses such as Keller Williams Realty.
Andrew graduated with honors from Southeastern Louisiana University earning a management degree and was a member of several honor societies. He acquired a Master
of Business Administration (MBA) in Marketing and Finance from London’s prestigious Richmond School of Business. While living in London, he worked for the largest privately owned hotel chain conducting return on investment strategies.
Financial Advisor
About
Claudia is a financial advisor at Regatta. She obtained her Juris Doctorate at Loyola University School of Law, where she was on a scholarship and graduated in the top 13% of her class. She is a former financial planner at AXA Advisors, LLC and successfully completed the CERTIFIED FINANCIAL PLANNER® certification exam in March 2002.
Client Relations Specialist
About
Libby Rousseve serves as Client Relations Specialist and Financial Paraplanner Qualified Professional™ (FPQP®) at Regatta Research & Money Management. Since joining the firm in 2014, she has played an integral role in supporting clients and advisors throughout the
financial planning process, helping ensure that each client receives personalized attention and exceptional service.
Working closely with Regatta’s advisors, Libby assists in the development and maintenance of comprehensive financial plans for both new and existing clients. Her dedication to client service and attention to detail help ensure a high level of service and support for individuals and families pursuing their financial goals.
In addition to her financial planning responsibilities, Libby coordinates and hosts Regatta’s client events, fostering meaningful relationships and opportunities for education and engagement. She also supports the firm’s marketing and communication initiatives,
helping connect clients with the resources and information they need.
Libby earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation, demonstrating her knowledge of the financial planning process and key financial planning disciplines. She holds a Bachelor of Science in Communication Sciences and Disorders from Southeastern Louisiana University, which she earned in 2012.
Outside of Regatta, Libby enjoys spending time with her husband and two sons. Much of her free time is spent at the ball field, where she can often be found cheering on her boys and enjoying every moment of watching them do what they love. She also enjoys traveling with her family and making lasting memories through new experiences and adventures together.
Chief Compliance Officer
About
Deanna Richmond has been a dedicated member of Regatta Research & Money Management for over 13 years and currently serves as the firm’s Chief Compliance Officer. With more than a decade of experience in the financial services industry, she oversees the firm’s compliance program, helping ensure adherence to SEC regulations while fostering a culture of integrity, accountability, and excellence.
In addition to leading the firm’s compliance efforts, Deanna oversees billing and supports many of the firm’s operational and administrative functions. She plays an important role in developing and maintaining compliance policies and procedures, coordinating regulatory filings, implementing operational improvements, and assisting with client service to help ensure the firm provides a seamless experience for clients.
Before joining Regatta, Deanna built an extensive background in customer service across a variety of industries, developing the communication, problem-solving, and organizational skills that continue to benefit both the firm and its clients.
Deanna earned her Bachelor of Arts in Psychology from Southeastern Louisiana University in 2011. Her combination of compliance expertise, operational experience, and client-focused mindset has made her an integral part of Regatta’s continued success.
Outside of the office, Deanna enjoys spending time with her family, traveling, attending live music events, and making lasting memories with her two daughters.