First securities licensed in 1981, Gary is co-founder and president of Regal Wealth Group. Gary was born and raised in Southern California. He earned his B.A. in Philosophy at California State University, Fullerton and completed three years of graduate study at Fuller Theological Seminary. He also earned the Chartered Financial Consultant (ChFC) designation from American College in Pennsylvania. He is married to Melinda Davidson and has three children.
First securities licensed in 1991, Bill is co-founder and chief compliance officer of Regal Wealth Group. Bill was born and raised in Omaha, Nebraska. He received his bachelor's degree in engineering from Idaho State University and then his master's degree in systems management from USC. He served for eight years as a pilot in the U.S. Air Force and then flew as an airline pilot for several years. He and his wife, Jacqueline live in Redlands, have two children in college.
Akshai (Shai) Maxwell
Chief Investment Strategist
Shai started in the financial services industry in 2005. He was born in Tulsa, Oklahoma in 1980 and raised in Southern California. He received his bachelor’s degree in Business Administration in Finance and Law from California State University of Los Angeles. Before joining Regal, Shai worked at US Trust, Bank of America Private Wealth Management. He enjoys spending time with his family, pursuing hobbies and interests in astronomy, CrossFit, cars and reading. He and his wife Monica live in San Diego and have two young daughters.
At US Trust Shai served as Vice President, Portfolio Manager. He managed $450 million in client and trust assets. All client portfolios were customized based on the ongoing needs of the client with an average relationship size of $6 million. Shai is most proud of the award he received for the highest client retention rate through the 2008 financial crisis.
Christine joined Regal Wealth Group in 2005 as a client relations specialist before becoming a licensed investment advisor. Before joining Regal, Christine obtained her bachelor's degree in Psychology from UCI and worked as an applied behavioral therapist at the UCI Child Development Center for children with ADHD and other learning disorders.
Cilent Relations Manager
Jodi Edwards joined Regal Wealth Group as client relations manager in December 2007. Before joining Regal, Jodi worked as administrative supervisor for a healthcare computer software company. Jodi is also a member of the Long Beach Emblem Club, a charitable organization that dedicates time and money to worthwhile projects, schools, and organizations within the community.