Our Team

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. 

Reagan is also CEO and managing principal of Strategic Financial Concepts, LLC, a Registered Investment Advisory firm where he holds his Series 65 license. He holds his Life and Health Insurance licenses along with his Series 6, 7, 63, and 24 licenses. Reagan's financial practice is a goals-based practice focused on estate and wealth planning for clients with a net worth of $5 million or more. 

Reagan has been married since 1999 to the love of his life, Deborah. They have three wonderful children: Rylan, Robert, and Addison. They are actively involved in the community through sports, 4H, boy scouts, and their local church.

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.

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

• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Fund Specialist® (CFS®)
• Series 7 registration held with LPL Financial and 66 registration held with Strategic Financial Concepts and LPL Financial
• Texas Life, Health, Accident, and Long-Term Care Insurance Licensed

To learn more about Ryan and Bubela Wealth Management, click here 

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. 

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.”

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.

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. 

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.

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. 

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. 

Brad graduated from Texas Tech University in 2017 with a Bachelor of Science in personal financial planning, an industry leading and top 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. 

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.