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Meet Our Team

Find a Team Member

  • Adam Straseske CMT
  • Brandy Barela
  • Debbie Chandler
  • Ed d'Hemecourt
  • Franz Hildebrand
  • Garrett Ralph
  • George Gomez
  • Humberto Moreno
  • Joslin Burr
  • Kent Boatwright
  • Kristen Wagner
  • Larry Goad
  • Leonard "Lenny" Nelson
  • Linda Banfy
  • Madison Franklin
  • Nichole Byrd
  • Owen Seidenberger
  • Patrick Taylor
  • Philip Aldridge
  • Philip E. Wetzel
  • Reagan Wagner
  • Richard Schleicher
  • Rick Tarbell
  • Robert Bruns
  • Robert Alberts
  • Robert (Bob) Wagner
  • Ryan J. Bubela
  • Sandi Hegeman
  • Sandra Morkovsky
  • Stephen Ashton
  • Steve Romano, CEP®, AIF®, CKA®
  • Tom Meyer, CRPC®
  • Tony Ashton
  • Tracey Collazo
  • Zachary Jones, AIF®

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 ext. 110

210.737.7801

Debbie Chandler

Debbie Chandler

Director of Business Development

210.737.7800 ext. 127

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer & Partner

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

Ryan J. Bubela

Ryan J. Bubela

Certified Financial Planner™

512.753.5672

Stephen Ashton

Stephen Ashton

Certified Financial Planner™

1.800.924.1275

Steve Romano

Steve Romano, CEP®, AIF®, CKA®

Strategic Consultant

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

Franz Hildebrand

Franz Hildebrand

LPL Registered Representative

281.326.1471

George Gomez

George Gomez

Wealth Management Advisor

915.594.3330

Humberto Moreno

Humberto Moreno

Investment Advisor Representative

512.971.1274

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

Rick Tarbell

Rick Tarbell

Financial Advisor

210.722.8121

Robert Bruns

Robert Bruns

Wealth Advisor

210.737.7800

210.737.7801

Robert Alberts

Financial Consultant

940.382.1100

Robert (Bob) Wagner

Robert (Bob) Wagner

Vice President of Finance & Insurance Operations

210.737.7800

210.737.7801

Ryan J. Bubela

Ryan J. Bubela

Certified Financial Planner™

512.753.5672

Sandra Morkovsky

Financial Advisor

361.293.5225 ext. 254

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801

Louisiana Advisors

Ed d'Hemecourt

Ed d'Hemecourt

Investment Advisor Representative

504.833.3434

Leonard Nelson

Leonard "Lenny" Nelson

LPL Registered Representative

504.833.3434

Patrick Taylor

Patrick Taylor

Owner & President, Benefit Planning Group

504.833.3434

Tom Meyer, CRPC®

Tom Meyer, CRPC®

Vice President, Benefit Planning Group

504.833.3434

Oklahoma Advisors

Sandi Hegeman

Sandi Hegeman

Financial Advisor

405.314.7627

210.737.7801

Steve Romano

Steve Romano, CEP®, AIF®, CKA®

Strategic Consultant

210.737.7800

210.737.7801

Washington Advisors

Stephen Ashton

Stephen Ashton

Certified Financial Planner™

1.800.924.1275

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 ext. 110

210.737.7801

Debbie Chandler

Debbie Chandler

Director of Business Development

210.737.7800 ext. 127

210.737.7801

Tracey Collazo

Tracey Collazo

Director of Insurance

210.737.7800 ext. 105

210.737.7801

Support Team

Brandy Barela

Brandy Barela

Client Service Associate

817.336.6300 ext. 5109

210.737.7801

Garrett Ralph

Garrett Ralph

Administrative Assistant

210.737.7800 ext. 124

210.737.7801

Joslin Burr

Joslin Burr

Business Relationship Manager

210.737.7800 ext. 129

210.737.7801

Kent Boatwright

Kent Boatwright

Financial Advisor

210.737.7800 ext. 123

210.737.7801

Madison Franklin

Madison Franklin

Client Services Associate

210.737.7800 ext. 126

210.737.7801

Nichole Byrd

Nichole Byrd

Executive Assistant

210.737.7800 ext. 122

210.737.7801

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801