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Our Team

Jason Griffin Financial Advisor EA

Jason joined Regal Advisory Services as an advisor in 2002 after working in the banking industry. He is also an Enrolled Agent and a licensed life insurance and long-term care agent. Jason specializes in helping clients reach their financial goals as well as seeking to increase their tax efficiency throughout retirement. Jason received his bachelor’s degree in Finance from Cal Poly State University, San Luis Obispo.

Born in Tucson, Arizona, he was raised on the California’s central coast and currently resides in the San Fernando Valley. Jason is an investment advisor representative with Regal Advisory Services, Inc., a registered investment advisor, and separately, a registered representative of and offers securities through Oasaic Welath, Inc, Inc., a registered broker-dealer and Member FINRA/SIPC. 

CA Insurance Lic# 0D77523

Lisa Lyons CEO

Lisa has worked in investment services since 1989 and is the CEO of Regal Advisory Services Inc.  Lisa started Regal Advisory Services after several years of being a financial services representative in the former Rockwell Federal Credit Union.   Lisa has been helping families with their financial transitions and plans for over 30 years.  Lisa is a Southern California native and a graduate of the University of California, Irvine.

Lisa is an investment advisor representative with Regal Advisory Services, Inc., a registered investment advisor. Separately, Lisa is a registered representative of and offers securities through Osaic Wealth, Inc., a registered broker-dealer and Member FINRA/SIPC. Lisa works in the Woodland Hills office

CA Insurance Lic# 0806912

Ashley Younan Operations Manager

Ashley is our Operations Manager and she is the friendly voice you hear on the phone when you call our Woodland Hills office. She has been with our company since July of 2006. Ashley is a very important asset to our company and is the glue that holds our business today. Ashley got married in the summer of 2018 and we couldn't be happier for her.

Ashley assists Lisa Lyons in day to day business as well managing our Woodland Hills location. She is the go to person to assist with account changes and requests such as name/address changes, beneficiary changes, withdrawals and more.   

Eric Scheinbaum Financial Advisor

Eric has been a financial advisor since 1994. He is a member of the 401(k)/Profit Sharing Council of America and a licensed life insurance and annuity agent. Eric serves as a benefits advisor to large and small businesses as well as to the companies’ employees and their families. Born and raised in Los Angeles, Eric earned his B.A. in Economics from San Francisco State University.

He currently resides in Hermosa Beach and is a member of the Marina Del Rey Outrigger Canoe Club. Eric is an investment advisor representative with Regal Advisory Services, Inc., a registered investment advisor, and separately, a registered representative of and offers securities through Osaic Wealth, Inc. , a registered broker-dealer and Member FINRA/SIPC.

CA Insurance Lic# 0C56302

Thomas Kim Financial Advisor

Tom Kim has been a financial advisor since 1992. During his time with Regal, Tom has helped hundreds of clients rollover their employer savings plans and prepare for retirement. Tom`s background includes an undergraduate degree from UC Berkeley, a master`s degree from Cal State Long Beach, work as an engineer at Rockwell and training at a large investment firm. Born in Korea, Tom became a U.S. citizen in 1973. He now resides in Orange County with his wife and two children. Tom is an investment advisor representative with Regal Advisory Services, Inc., a registered investment advisor, and separately, a registered representative of and offers securities through Osaic Wealth, Inc., a registered broker-dealer and Member FINRA/SIPC.

CA Insurance Lic# 0B22309

George Mendoza Financial Advisor

George Mendoza joined Regal Advisory Services in 1995 and has since assisted hundreds of clients with retirement planning and investment services. George is a financial advisor, Certified Tax Preparer, and a licensed life insurance agent. Originally from Guam, George grew up in the Seattle area and graduated from the University of Washington. He now resides in Lakewood with his wife and three children. George is an investment advisor representative with Regal Advisory Services, Inc., a registered investment advisor, and separately, a registered representative of and offers securities through Osaic Wealth, Inc., a registered broker-dealer and Member FINRA/SIPC.

CA Insurance Lic# 0C54177

Amber Miller Marketing & Business

Amber grew up in Buena Park, CA. She graduated in 2001 and went on to receive a certificate for Administration in 2006. Amber joined Regal Advisory Services in January, 2007 and became an important asset to our company. Her main focus is in Client Relations & Marketing. She assists both George Mendoza & Tom Kim so they can keep their main focus on their clients. She is also a member of our local Chamber of Commerce and stays active in the local events and Chamber meetings.