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Meet Our Team

Leadership

Reagan Wagner

Reagan Wagner

CEO, President & Managing Principal

210.737.7800

210.737.7801

Robert (Bob)  Wagner

Robert (Bob) Wagner

Vice President of Finance & Insurance Operations

210.737.7800

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer & Partner

210.737.7800

210.737.7801

Advisory Board Members

Adam Straseske CMT

Adam Straseske CMT

Director of Compliance

210.737.7800

210.737.7801

Debbie Chandler

Debbie Chandler

Director of Business Development

210.737.7800

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer & Partner

210.737.7800

210.737.7801

Leah Boatwright

Leah Boatwright

Director of Operations & Private Client Coordinator

210.737.7800

210.737.7801

Patrick Taylor

Patrick Taylor

Owner & President, Benefit Planning Group

504.833.3434

Reagan Wagner

Reagan Wagner

CEO, President & Managing Principal

210.737.7800

210.737.7801

Robert (Bob)  Wagner

Robert (Bob) Wagner

Vice President of Finance & Insurance Operations

210.737.7800

210.737.7801

Tom Meyer, CRPC®

Tom Meyer, CRPC®

Vice President, Benefit Planning Group

504.833.3434

Tony Ashton

Tony Ashton

VP of AFG Brokerage & Owner of GPS Investments

509.331.5254

Texas Advisors

Chris Pastrano

Chris Pastrano

Registered Representative with LPL Financial

210.737.7800

210.737.7801

Humberto Moreno

Humberto Moreno

Investment Advisor Representative

512.971.1274

Jonathan Kolmetz

Jonathan Kolmetz

President & Founder, Oaks Wealth Management

281.888.9085

Kelly Welker

Kelly Welker

President, Renaissance Wealth Management Group of Texas

210.581.5607

210.581.5609

Kristen Wagner

Kristen Wagner

Chief Operating Officer & Partner

210.737.7800

210.737.7801

Larry Goad

Registered Representative, LPL Financial

254.771.0102

Owen Seidenberger

LPL Investment Advisor Representative

210.614.3532

Philip Aldridge

Philip Aldridge

Financial Advisor

817.336.6300

817.336.6303

Philip E. Wetzel

Philip E. Wetzel

Financial Advisor

817.336.6300

817.336.6303

Reagan Wagner

Reagan Wagner

CEO, President & Managing Principal

210.737.7800

210.737.7801

Richard Schleicher

Richard Schleicher

Registered Representative, LPL Financial

210.737.7800 ext. 108

Robert Bruns

Robert Bruns

Wealth Advisor

210.737.7800

210.737.7801

Robert (Bob)  Wagner

Robert (Bob) Wagner

Vice President of Finance & Insurance Operations

210.737.7800

210.737.7801

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801

Louisiana Advisors

Oklahoma Advisors

Washington Advisors

Florida Advisors

Reagan Wagner

Reagan Wagner

CEO, President & Managing Principal

210.737.7800

210.737.7801

Directors

Adam Straseske CMT

Adam Straseske CMT

Director of Compliance

210.737.7800

210.737.7801

Debbie Chandler

Debbie Chandler

Director of Business Development

210.737.7800

210.737.7801

Leah Boatwright

Leah Boatwright

Director of Operations & Private Client Coordinator

210.737.7800

210.737.7801

Tracey Collazo

Tracey Collazo

Director of Insurance

210.737.7800

210.737.7801

Support Team

Brad Sandlin

Brad Sandlin

Financial Services Team Leader

210.737.7800

210.737.7801

Brandy Barela

Brandy Barela

Client Service Associate

817.336.6300 ext. 5109

210.737.7801

Garrett Ralph

Garrett Ralph

Administrative Assistant

210.737.7800

210.737.7801

Joslin Burr

Joslin Burr

Business Relationship Manager

210.737.7800

210.737.7801

Kaylee  Powell

Kaylee Powell

Business Relationship Manager

210.737.7800

210.737.7801

Madison Franklin

Madison Franklin

Client Services Associate

210.737.7800

210.737.7801

Nichole Byrd

Nichole Byrd

Executive Assistant

210.737.7800

210.737.7801

Wesley Haltom

Wesley Haltom

Administrative Assistant

210.737.7800

210.737.7801

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801