Our Team

Cindi Bechtold is an Advisor Transition Coordinator for NFA/SFC and works with new advisors transitioning their accounts over to our firm.  Cindi has worked in the Financial Services industry for over 20 years and was VP, Operations/Office Manager for an independent broker dealer.

Cindi manages the day-to-day office operations and staff, implementing creative business solutions and exceptional customer service.  As VP of Operations, Ms. Bechtold was instrumental in implementing processes and procedures to provide proficiency in strategic planning, compliance, accounting, operations, and communication to the advisors.

Cindi and her husband have two sons and they own and operate a small HVAC business in Bismarck ND

Patrick began his financial services and insurance career in 1983 after attending LSU where he studied petroleum engineering and minored in mathematics.

Patrick is professionally licensed as a Series 6 and 63 representative through  LPL Financial & hold his Series 65 license with Strategic Financial Concepts. He is an Investment Advisor Representative and Series 26 (held with LPL) Registered Principal with LPL Financial. Additionally, he holds multiple state licenses in Life, Health, Annuity, and Variable Insurance.

He is the owner and president of Benefit Planning Group, which he leads an established team of professionals who focus on providing retirement and risk management strategies for individuals and small and large businesses. Patrick’s expertise is in advanced target marketing strategies, retirement strategies, and maintaining a focus on client education and superior customer service.

Mr. Taylor has served on the Blue Cross Blue Shield of Louisiana Agents Advisory Board, the National Field Advisory Board, and the Alliance Advisory Board for the American General Agency Building Group. He currently serves as a board member for the Louisiana Technology Council and the Louisiana State Associations of Barbers and Cosmetologist. Other professional affiliations include The National Association of Insurance and Financial Advisors (NAIFA) and the National Association of Health Underwriters (NAHU), where he has been the recipient of multiple National Quality Awards.

To learn more about Pat and Benefit Planning Group, Click Here

Over 30 years of experience helping investors with their financial goals.

• BBA Degree, University of Iowa, 1980

BUSINESS PHILOSOPHY

I believe it is my responsibility to help my clients make informed decisions that will move them toward the financial independence they desire. I strive to achieve this by providing them a better understanding of their personal and business assets, as well as insurance and investments – all in the context of the world in which we live. With the ultimate goal of generating income for retirement, I believe a balanced approach is important and our investment strategies reflect this, taking into account areas such as, tax efficient strategies and a client’s tolerance for fluctuation of assets.

COMMUNITY INVOLVEMENT

• University United Methodist Church, Member
• BSF San Antonio North class, Admin team
• Rotary Club of San Antonio, Oak Hills
  • Active Member since 1989
  • Past Board Member
  • Past President, 2008-2009
  • President, 2019-2020

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

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. 

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. 

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. 

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. 

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.

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. To learn more about Jonathan Kolmetz and Oaks Wealth Management, click here.

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

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.

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.

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:

• Save for retirement – before and during your retirement years
• Provide your family or business with risk management strategies
• Save for college expenses
• Help minimize taxes through tax-advantaged investing*
• Create a plan designed with the goal of lifetime income
• Maintain your independence with long-term care insurance
• Save for that something special (wedding, vacation, second home…)
• Gain confidence with your investment choices
• Create a legacy for your family
• Increase your understanding of Social Security
• Aim to preserve your wealth
• Fulfill your charitable wishes
• …with the appropriate products and services

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. 

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.

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.