Regatta Wealth Management

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Ann Rieder, CFP®

Founder and President

Ann Rieder

Ms. Ann Rieder is a seasoned Certified Financial Planner™ with over 25 years of experience in financial planning and investment management. As a CFP®, Ann understands the complexities of the changing financial climate and works with her clients to develop comprehensive plans for their financial futures. She brings a wealth of expertise in areas such as intergenerational wealth management, and investment strategies for individuals, 401(k) retirement plans and philanthropic organizations.


Ann is the Founder and President of Regatta Wealth Management LLC, a financial planning and investment management firm based on Chicago’s North Shore. Her firm focuses on strategic investment management with a personalized approach to financial planning including counselling multi-generational families as they address the financial goals of each generation.


Prior to founding Regatta Wealth Management LLC, Ann served as a Managing Director at VennWell, where she delivered financial planning and financial consulting solutions. In her previous position as a Managing Director and Partner with HighTower Advisors, she led the Central Division throughout the Midwest and Florida. Prior to that, Ann spent 15 years at Smith Barney and Morgan Stanley Smith Barney in a number of leadership roles across the U.S., most recently as a Senior Vice President and Branch Manager of a top Private Client and Corporate Services branch.

Ann is active in her community, as she currently serves as a Park District Commissioner for the Lake Bluff Park District and teaches personal finance through the Junior Achievement Financial Literacy program to high school students throughout the Chicago area. Ann holds the FINRA Series 7, 9, 10, 63 & 65 licenses. She is a graduate of Drake University, where she earned a BA in Economics and Political Science. Ann resides in Lake Bluff, IL with her two daughters, Elizabeth (13) and Grace (11).

Susan L. Kelsey

Investment Advisor Representative

Susan L. Kelsey is an Investment Advisor Representative with over 30 years of business experience. Prior to joining Regatta Wealth Management LLC, Susan was a Financial Advisor with Merrill Lynch | Bank of America where she delivered financial planning and financial consulting solutions. Susan understands the complexities of the changing financial climate and works with her clients to develop comprehensive plans for their financial futures. She brings a wealth of expertise in areas such as intergenerational wealth management, and investment strategies for individuals, 401(k) retirement plans and philanthropic organizations. Susan holds the FINRA Series 7 and 66 licenses. She has a masters in health law from DePaul University and a business degree from The University of Iowa.


Susan is active in her community and currently serves as President of the Lake Forest | Lake Bluff Chamber of Commerce Board of Directors. She is a strategic advisor for the AeroStar Avion Institute and an author of four Lake Forest history books and is currently producing a documentary film about Native American Billy Caldwell. Susan and her husband, Dr. Robert Musacchio resides in Lake Forest, IL with their three children, Angela, Christopher and Matthew.

Regatta Wealth Management

10 E. Scranton Ave.
Suite 301B
Lake Bluff, IL 60044
regattawm.com
Ann Rieder CFP®
Founder and President

Office: 847.604.4940
Mobile: 415.517.2276
E-mail: ann@regattawm.com
Susan L. Kelsey
Investment Advisor Representative

Office: 847.604.3924
Mobile: 312.213.6616
E-mail: susan@regattawm.com

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and registered investment adviser. Regatta Wealth Management and Cetera Advisors LLC are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.