Broker Check

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

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

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

Humberto Moreno

Humberto Moreno

Investment Advisor Representative

512.971.1274

Kristen Wagner

Kristen Wagner

Chief Operating Officer & Partner

210.737.7800

210.737.7801

Philip Aldridge

Philip Aldridge

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

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

Washington Advisors

Florida Advisors

Reagan Wagner

Reagan Wagner

CEO, President & Managing Principal

210.737.7800

210.737.7801

Directors

Support Team

Joslin Burr

Joslin Burr

Executive Relationship Manager

210.737.7800 ext. 129

210.737.7801

Brandy Barela

Brandy Barela

Business Relationship Manager

817.336.6300 ext. 5109

210.737.7801

Jessica  Llanas

Jessica Llanas

Business Relationship Manager

210.737.7800 ext. 130

210.737.7801

Taylor  Sweet

Taylor Sweet

Business Relationship Manager

210.737.7800 ext. 106

210.737.7801

Lauren Wheeler

Lauren Wheeler

Administrative Services Team Lead

210.737.7800

210.737.7801

Marissa  Guerra

Marissa Guerra

Marketing & Sales Specialist

210.737.7800 ext. 109

210.737.7801