Meet Our Team

Leadership

Reagan Wagner

Reagan Wagner

CEO President and Managing Principal

210.737.7800

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

210.737.7800

210.737.7801

Advisory Board

Reagan Wagner

Reagan Wagner

CEO President and Managing Principal

210.737.7800

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

210.737.7800

210.737.7801

Patrick Taylor

Patrick Taylor

Owner & President, Benefit Planning Group

504.833.3434

Debbie Chandler

Debbie Chandler

Director of Business Development

210.737.7800 ext. 127

210.737.7801

Tom Meyer

Tom Meyer

Vice President, Benefit Planning Group

504.833.3434

Dean L. Boebinger, CFP®

Dean L. Boebinger, CFP®

Director Emeritus of Tactical Investment Strategies

Wayne N. Schwartz

Wayne N. Schwartz

Investment Advisor Representative

512.431.4619

Oklahoma Advisors

Louisiana Advisors

Texas Financial Advisors

Directors

Support Team

Joslin Burr

Joslin Burr

Business Relationship Manager

210.737.7800 ext.129

210.737.7801

Brandy Barela

Brandy Barela

Client Service Associate

817.336.6300 ext. 5109

210.737.7801

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801