Broker Check

Powered by the Five F's

Faith | Family | Finance | Fitness | Fun

Learn more
How We Serve

How We Serve

Our dedicated team members are committed to providing concierge level of care.  We foster a collaborative environment that is supportive and encouraging for professional and personal growth.  It is this high-level of internal support that allows our team members the ability to provide each client an excellent level of service.

Read LPL's Weekly Market Commentary

Click Here

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

Experienced Professionals 

Experienced Professionals 

Our team of professionals have years of experience in financial services. We can help you address your current and future needs. We look forward to working with you.

NFA Wealth Management has been serving Texas, Oklahoma, Washington, Louisiana, California, Florida and Georgia for more than two decades. Reagan and his team of professionals explain the "whys" behind the planning process and help people gain clarity and confidence to pursue their long-term goals.

It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. We can help identify potential roadblocks and uncover hidden opportunities.

Find an Advisor