James Regan is driven by a mission to empower others. After noticing gaps in financial education, he immersed himself in market mastery, studying the Wall Street Journal daily for years.

A decorated Air National Guardsman & veteran, (three deployments), he earned the Air Force Achievement Medal along with many additional achievements’ awards for his service.  James also served as chairman of the board for 2 years of the AZ non-profit Military Assistance Mission, supporting military families.

As founder of Valor Legacy Wealth®, Jim serves as a fiduciary, crafting unbiased financial roadmaps to help clients achieve their goals. His credentials, Accredited Investment Fiduciary (AIF®), Retirement Income Certified Professional (RICP®), National Social Security Advisor (NSSA®) and training from Ed Slott’s elite IRA advisory group reflect his expertise in retirement and tax-efficient planning.

Jim holds a finance & marketing degree from Illinois State University and thrives on family life with his wife, Merian, and their three children, Eliana, Pierce, and Colette.