Our Advisor Relationsteam is here for you.

First and foremost, we’re all in the people business, dedicated to helping you and your clients achieve their long-term financial dreams. You’ll find your Regional Director to be a source of insight and education for everything Buckingham. Reach out and schedule an exploratory conversation.

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Office Locations

San Jose

10 Almaden Blvd
Floor 15
San Jose, CA 95113

St. Louis

8182 Maryland Ave.
Ste. 500
St. Louis, MO 63105

800.366.7266

Our Regional Directors

California Territory

California, Nevada, Alaska, Hawaii

Lynne Mosier

Regional Director, California Territory

Home Base: Palo Alto, CA

lmosier@buckinghamgroup.com

669.226.6335

Schedule a Meeting

Mountain Central Territory

Washington, Oregon, Idaho, Montana, Wyoming, Utah, Colorado, North Dekota, South Dekota, Nebraska, Kansas, Missouri (west)

Ben Slater

Divisional Manager, Mountain Central Territory

Home Base: Denver, CO

bslater@buckinghamgroup.com

669.226.6328

Schedule a Meeting

South Territory

Arizona, New Mexico, Texas, Oklahoma, Arkansas

Panch Romero

Regional Director, South Territory

Home Base: New Braunfels, TX

promero@buckinghamgroup.com

669.226.6324

Schedule a Meeting

Southeast Territory

Louisiana, Mississippi, Alabama, Tennessee, Georgia, Florida, North Carolina, South Carolina, Virginia (central and southern)

Mike Ozburn

Divisional Manager, Southeast Territory

Home Base: Lookout Mountain, TN

mozburn@buckinghamgroup.com

669.226.6313

Schedule a Meeting

Great Lakes Territory

Minnesota, Iowa, Missouri (east) Wisconsin, Illinois, Indiana, Michigan, Ohio, Kentucky, West Virginia, Pennsylvania (west)

Sean Brooks

Divisional Manager, Great Lakes Territory

Home Base: Chicago, IL

sbrooks@buckinghamgroup.com

669.226.6320

Schedule a Meeting

Northeast Territory

Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New Jersey, New York, Delaware, Maryland, DC, Virginia (north), Pennsylvania (east)

James Boylan

Regional Director, Northeast Territory

Home Base: Oaks, PA

jboylan@buckinghamgroup.com

267.626.4165

Schedule a Meeting