National Financial Alliance has an elite team of planners, advisors and specialists dedicated to your financial planning needs. Whether it’s insurance, investments, estate planning or managing your business, our team is prepared to serve your unique definition of financial success.
Reagan graduated from St. Mary's University in San Antonio, Texas with a Bachelor of Science in biology and a minor in chemistry. Following graduation, Reagan worked as a project leader for the environmental department of a large corporate chain in San Antonio from 1997 to 2004. In 2007, he partnered with his father, Bob Wagner, and long-time friend, Joel Swinehart, to create National Financial Alliance, LLC. Read More
Kristen graduated from Southwest Texas State University in 2003 with a Bachelor of Business Administration degree in finance, Magna Cum Laude. She holds her Life and Health Insurance license with National Financial Alliance. She holds her Series 6, 7, 63, and 24 licenses with LPL Financial. She holds her Series 65 registration with Strategic Financial Concepts, LLC. Kristen became partner of NFA and SFC in 2016. Read More
Robert graduated from Texas A&I with a bachelor's degree in education. He then attended Our Lady of the Lake University to obtain a Master of Education. He taught and coached in San Antonio for 12 years. Robert then joined AIG (American General) in 1980.
Robert is a managing principal of National Financial Alliance, LLC. During his 27 years in the financial service industry, his firm has achieved numerous awards. The most prestigious being the Legion of Honor given in 2002. Robert focuses on the development of new advisors by leading from the front and knowing when to push from behind. He helps clients determine their financial goals and educates them on programs they can use to pursue them.
Robert married his high school sweetheart, Garnett, on May 31, 1969. They have three children and seven grandchildren.
Robert grew up in the Houston area where he spent much of his youth working on his Grandparent’s farm, developing a strong work ethic and love of the outdoors. Robert graduated from Sam Houston State University in Huntsville, Texas with a BBA/Finance degree. Following graduation, he worked in the oil & gas industry for two years until he found an opportunity to pursue his passion for investments & planning and joined a Fortune 500 asset management firm in 1998. It was here Robert began his career as a regional investment consultant working with independent advisors across the mid-west. In 2005, Robert studied at the Wharton School of Business in Philadelphia, PA where he achieved his Certified Investment Management Analyst (CIMA) Designation. In 2010, Robert left the asset management firm and joined LPL Financial, to follow his dream of helping people plan for and invest in their future. Robert’s financial practice is a consultative and goals-based practice focused on estate, business, & wealth planning.
In addition, Robert is a Veteran of the United States Army, Board member of the Katy Family YMCA, member of the LIONS Club in Hallettsville, Texas, KISD “Partners In Education”, & Life Member of the Houston Livestock Show & Rodeo.
Robert married the love of his life, Melanie, in 1994 and currently reside in Katy, Texas where they are raising their 3 wonderful children, Catherine, Daniel, and Amelia.
Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment Representative securities registrations, held with LPL. In 1995, Steve added the distinction of Series 26 Limited Registered Principal securities registration, held with LPL. In the years that followed, Steve earned his Series 65 Uniform Investment Adviser Law registration (held with Strategic Financial Concepts) and his Series 7 General Securities Representative registration (held with LPL), as well as receiving the designation of Certified Estate Planner from the National Institute of Certified Estate Planners.
As a member of the prestigious LPL Financial Freedom Club, a club based on production, Steve has repeatedly been recognized as a distinguished member: in 2008, 2010, 2011, and 2012.
Today, Steve specializes in financial planning, estate planning, income planning, and investment advisement. Steve brings a personalized holistic approach to his financial and estate planning investment advice, taking into account not only each client’s present position and mid- and long-range financial goals, but also their life goals. Once Steve is confident he fully understands a client’s worldview, he presents them with practical, specific strategies in easy to understand action steps.
Since 1994, Steve and his wife have resided in Edmond with their four children, where they enjoy being actively involved in their church and community.
Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University.
Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice. He is the Program Manager of the Wealth Management division of Capitol Credit Union in Austin, TX and continues to serve his private Wealth Management clients through his own practice. He has been helping individuals, small businesses, and non-profits throughout Central Texas and the Houston area for over a decade. Ryan’s passion for credit unions, coupled with his desire to help others, is the basis of his entire financial planning career.
Outside of work, Ryan is an avid runner and cyclist, and he enjoys playing guitar, volunteering as a coach at the YMCA of Greater Williamson County, and playing classic video games with his sons.
Check the background of this investment professional on FINRA's BrokerCheck.
Awards & Certifications
To learn more about Ryan and Bubela Wealth Management, click here
Richard Schleicher is a lifetime resident of San Antonio, Texas. He married the love of his life, Michele, in 1998. Together, they have three handsome boys, Chad, Ryan, and Cody.
Richard worked in the construction field for six years. After his third year in construction, he began building his financial services practice on a part-time basis. He became full time in the finance industry in January of 1986 and has been in the business for over 30 years with his good friend, coach and mentor of 39 years, Robert Wagner. In 2007, he joined with the National Financial Alliance, LLC. He continues to help clients determine their financial goals and the plans needed to pursue them.
Michael Spielmann is a financial services professional working independently to provide financial planning including risk management and investment securities advice. Michael has provided financial products and services to the Acadiana Community since 1997. As owner of Corporate Financial Strategies, LLC, Michael believes there is a need for businesses and individuals to walk through one door for all of their financial advice.
Michael is a licensed insurance professional holding Life, Health and Accident licenses along with Property and Casualty insurance licensing. Michael also holds a Series 6 (held with LPL Financial) and Series 65 (held with Strategic Financial Concepts) securities license for his role as a Investment Advisor Representative. Michael is past president of both the Acadiana Association of Insurance and Financial Advisors and the Louisiana Association of Insurance and Financial Advisors.
Michael holds a bachelor's degree in business management from the University of Louisiana. He is a proud husband to his wife of 21 years, Kathy, and father to four children: Natalie, Julia, William and Nicholas. All of which he claims to be his greatest accomplishment.
Humberto (Bert) Moreno is a native Texan raised in the Washington DC/Baltimore area. Humberto started his 24 years of financial services industry experience in the mutual fund sector. He left his last position as regional vice president to start his advisory practice serving the group of individuals and families he felt needed his professional assistance the most, the private client. He joined SFC in February 2017.
The cornerstone of Humberto’s advisory practice is the application of the same principles used by defined benefit plans to build individuals a financial plan to pursue the goals of retirement income. Since corporate America has placed the responsibility of retirement planning squarely on the employee instead of the company, adopting the principles of successful defined benefits plan is more important than ever before. In his experience, the most successful retirement plans are the ones that begin with a financial plan. He often says, “Anyone can invest your money, but if you don’t know what your retirement goal is, you will become lost on your journey to retirement and you may never arrive.”
Sandi holds her Life and Health Insurance licenses along with her Series 7 registration held through LPL Financial and Series 66 registration held with Strategic Financial Concepts, LLC and LPL Financial. She has been a featured speaker on social security and assisted advisors in this area. She was invited to attend an alternative investment workshop along with the top advisors in the field.
Sandi has spend her career dedicated to helping people. She puts her faith and family at the top of her lists. She lives in the country with her husband, three kids and many animals.... mostly chickens.
“I really like numbers, but I like people even more. I think financial planning is like working on a puzzle. The smaller the pieces…the more fun it is. So, bring on your 5,000 pieces. I grew up in a small town in Oklahoma, and I learned most financial principles from my grandpa’s farm table and wheat fields. I graduated from the University of Oklahoma, earning a Bachelor of Science degree with honors in Nursing. I spent over 15 years as a labor & delivery nurse before joining with Joel Swinehart and the NFA Wealth Management team in 2015 as a financial advisor. I had never dreamed about being a financial advisor, but it is a dream come true. I love this job! I love helping people! Their success is my mission.”
Chris graduated from Texas Lutheran University in 2000 with a degree in marketing and management. Shortly after graduation, he became a long-term care specialist for John Hancock Life Insurance Company. His passion for helping others protect and grow their wealth, along with organizing their financial lives, led him to start his own business in the financial services industry in 2004. In 2007, Chris partnered with NFA Wealth Management. As as consultant, Chris strongly believes in the importance of connecting with his clients.
Chris is also active in the TLU community and is an active member of the TLU Alumni board of directors. He enjoys the outdoors, playing golf and spending time with friends and family.
Jonathan joined the financial services industry in 2002 and spent the first few years of his career working for a large retail bank with a team of advisors and bankers managing high net-worth clients. Seeking a more boutique firm focused on clients, Jonathan spent the next seven years working for an independent firm where he honed his skills in the fixed-income arena, specializing in providing taxable and tax-free income ideas. In 2015, he founded Oaks Wealth Management.
Jonathan graduated from Texas A&M University with a Bachelor of Science degree in Political Science and later obtained an MBA from the University of Houston. He completed the Certified Financial Planner course at Rice University and became a CERTIFIED FINANCIAL PLANNER™ Professional.
In addition to his career in the financial services industry, Jonathan served in the U.S. Army Reserve from 2000-2006, including one tour of duty in Iraq in 2004.
In his spare time, Jonathan is committed to a dedication of service to others. In 2013, he founded the Leather Apron Foundation, a non-profit organization devoted to serving individuals and organizations in the Greater Oak Forest/Houston Heights neighborhoods. Additionally, Jonathan serves on the board of directors for The Oaks Business Association and is a member of the Financial Planning Association.
Jonathan was born and raised in Houston, Texas and married his high school sweetheart, Kristi. In addition to raising their two boys, Jackson and Benjamin, Jonathan and Kristi also raise an assortment of farm animals, including commercial Black Brangus cattle, on their ranch in Livingston, Texas.
Oaks Wealth Management and NFA Wealth Management are separate entities.
Ed joined Benefit Planning Group in 2010. He holds his Series 6 registration with LPL Financial and the Series 65 registration with Strategic Financial Concepts. He is also and investment advisor representative with Strategic Financial Concepts. Ed holds a Life, Health and Variable license in Louisiana.
Ed is a Louisiana retired public school educator of 20 years. He taught in the Jefferson and St. Tammany Parish Public Schools. He is also an adjunct instructor at Donaldson Education, where he teaches the Louisiana Life, Health and Accident Insurance class.
Ed is a graduate of Brother Martin High School and holds a Bachelor of Arts degree from the University of New Orleans.
He has facilitated retirement workshops in Jefferson and St. Tammany Parishes and a featured speaker for the Associated Professional Educators of Louisiana.
Ed has served for many civic, government and education organizations including: Boy Scouts of America, Youth Service Bureau, City of Covington appointed Commissioner of the Board of Adjustments.
Leonard Nelson has over thirty years of experience in the financial services industry.
Lenny started his career as a pension consultant with CNA Insurance and has served clients as a financial advisor with both local and national firms during his career. He is currently a financial advisor with Strategic Financial Concepts.
Lenny is a native of New Orleans and is married to Maureen and has two daughters, Vanessa and Erica.
Benefit Planning Group and NFA Wealth Management are separate entities.
To learn more about Lenny and Benefit Planning Group, click here
Franz began his financial services career in 1978. He provides clients many financial services, including: retirement and estate planning, college funding, tax preparation, investments, through insurance and risk management. Franz's clientele includes, but is not limited to: retirees and pre-retirees, widows and widowers and families concerned with their children’s college education.
Through a conservative approach to investments and insurance, Franz is dedicated to helping preserve client assets. It gives him a deep sense of personal fulfillment to help his clients face the future with confidence and know their financial affairs are in order.
Besides providing professional assistance to his clients, Franz is active in his local community. He serves as co-chairman of his church’s finance committee and is a parochial school board member. Franz also serves as a lector in his church.
In his leisure, Franz enjoys spending time with his wife, Stephanie, his daughter and son-in-law, and of course, his grandson.
A loving father, a loyal friend and a trustworthy professional, Franz embraces the highest standards of ethics, trust and integrity - both professionally and personally.
I'm Sandra K. Morkovsky—your local Financial Advisor and I'm here to help make your financial future easier. If you're like most investors, you want someone to walk you through the investment choices available to you. That's where I may help. An investment executive provides in-depth knowledge necessary to assist you in identifying what investments are appropriate for you. Whatever your goals or stage in life, I can help you make the appropriate investment choices.
As an experienced investment executive, I am committed to making your journey toward financial independence as easy as possible. When it comes to your financial dreams, taking action is vital to your success, but it's not always easy. You know where you are—and where you want to go. My aim is to help you get there.
I have a client-centered approach…It's all about you. I'm here to help you:
Registered Representative, LPL Financial
George leverages his Series 7 and 66 securities licenses (held with LPL Financial) along with his life, health, and property & casualty insurance licenses to help individuals and families become financially independent. George also does business planning for start-ups and closely-held corporations, helping their founders project their financial future and protecting them from unexpected losses.
George was a Media Director in the advertising industry for nearly a decade prior to building his financial services practice. A veteran of JPMorgan Chase, MetLife, and American express; He brings 12 years of financial industry experience to the National Financial Alliance LLC and Strategic Financial Concepts.
Rebecca began her career in the Financial Services Industry over 26 years ago after graduating from the University of Louisiana – Shreveport with a bachelor’s in business administration and minors in Accounting and Economics. She holds her Series 7, Series 66 registration as well as Life and Health Insurance license.
Rebecca has always had a passion for helping business owners and individuals fully understand the gaps in the areas of their planning process. She believes the financial advisor should work as the financial quarterback for each client engaging other specialists such as the CPA, attorneys, and other advisors to fully implement the plan, in order that it flows without gaps, in every area of your life. She enjoys working with motivated people who realize that planning for the future is far too serious to handle on their own. She brings the holistic approach to financial and estate planning, business strategy, by addressing areas of concern, educating clients and bringing all their needs and desires into the planning process. The ultimate goal is to accumulate, protect and preserve their net worth. She is committed to providing her clients with the guidance and consistent service needed in developing, implementing and maintaining a comprehensive business and individual strategy. Rebecca is involved in many charitable and civic organizations throughout her local community as well with her local church.
Tracey has been an associate with National Financial Alliance since October 23, 2000. She came to us with 13 years of experience in the corporate field. Tracey focuses on being the liaison between agents and insurance carriers. Her responsibilities are, but not limited to: assisting agents in submitting and tracking new business, training and instructing agents on how to run quotes, training agents on navigation for the online venues for numerous carriers and managing agent commissions on the life side of the business. She has excellent communication skills and enjoys assisting agents in growing their business.
Debbie has more than 25 years of experience in the financial services industry, serving in various capacities. In her current position she establishes new relationships with non-affiliated financial institutions and has oversight for transition, implementation, recruiting and training. She and her team continue to provide insight on how to successfully manage and support an investment program from the top down. She has provided in-depth value by helping manage some of the biggest challenges facing community financial institutions today.
Leah currently works as a liaison for high net worth clients. She reports directly to the president and CEO, and provides executive support in a one-on-one working relationship. Leah assists with maintaining financial plans for high net worth clients and plays a key role in managing and maintaining relationships with internal and external clients. Leah also serves as the primary point of contact for internal and external constituencies on all matters pertaining to NFA.
Adam Straseske has served in the financial services industry for over a dozen years. He leverages his experience to add value to NFA Wealth Management, LLC and Strategic Financial Concepts, LLC as a compliance officer for numerous states. In this role, he is one of the senior compliance officers with duties including reviewing records, services and investment recommendations by the fee based and broker based financial advisors.
He started at Morgan Stanley Dean Witter and shortly thereafter went independent. Adam’s focus at Texas Private Asset Management is portfolio management and option strategies; He loves seeing a plan come together. Adam has earned his Chartered Market Technician designation and is a member of the Market Technicians Association and various civic clubs.
Adam has been married to his wife, Tina, for a short decade and they have two sons, Jack and Ryan. The family is active in their local church and on weekends you can find them spending time together.
Brad graduated from Texas Tech University in 2017 with a Bachelor of Science in personal financial planning, an industry leading and Certified Financial Planning (CFP) Program. He is involved in client management, administering the client management system, maintaining files, rebalancing accounts, building plans, running performance reports and assisting the managing principals and COO. He assists with administrative tasks while working towards the certifications needed to serve clients. Brad is also working toward his CFP.
Belinda was born and raised in San Antonio, Texas. She graduated from South San High School and attended Palo Alto College. Belinda joined National Financial Alliance in June 2016. Her duties include, but are not limited to: assisting clients and advisors with their program needs, meeting with clients and advisors to help complete documentation and being a knowledgeable resource for both clients and advisors. She is eager to help and always strives for customer service excellence.
Nichole joined National Financial Alliance in September of 2017. At NFA's corporate office, Nichole is one of the administrative assistants. Nichole's job duties include being a liaison between clients and advisors, assisting with corporate event planning and day to day office responsibilities. She handles anything that clients and advisors may need assistance with.
Ashlea is currently attending the University of Texas at San Antonio. At UTSA she is working to complete a Bachelor of Arts in Special Education, with a minor in psychology. Ashlea joined National Financial Alliance in June of 2015. Her duties include: preparing client reviews, paying commissions, composing quarterly reports, assisting Leah with high net-worth clients, filing corporate documents, handling client agreements and answering phones.
Wesley graduated from Luling High School in 1990. He attended Southwest Texas State University in San Marcos, Texas where he graduated with a bachelor's degree in animal science. Wes joined National Financial Alliance in 2012 as an administrative assistant. Wesley's duties include: assisting with life insurance quotes and applications, filing corporate documents and assisting the COO.
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