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

Leah Boatwright

Leah Boatwright

Director of Operations / Private Client Coordinator

210.737.7800 ext. 106

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 of Tactical Investment Strategies

Wayne N. Schwartz

Wayne N. Schwartz

Investment Advisor Representative

512.431.4619

Oklahoma Advisors

Louisiana Advisors

Texas Financial Advisors

Dean L. Boebinger, CFP®

Dean L. Boebinger, CFP®

Director of Tactical Investment Strategies

Derek Moffatt

Derek Moffatt

Financial Advisor, Moffatt Financial Strategies

682.747.0134

Edward  Yale

Edward Yale

Founder of Concho Investment Advisors

512.917.3689

Jonathan Kolmetz

Jonathan Kolmetz

President & Founder at Oaks Wealth Management

281.888.9085

Kirk Walker

Kirk Walker

Wealth Manager, Investment Advisor Representative

424.241.4049

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

210.737.7800

210.737.7801

Matt McCracken

Registered Investment Advisor

210.236.3396

Reagan Wagner

Reagan Wagner

CEO President and Managing Principal

210.737.7800

210.737.7801

Robert Bruns

Robert Bruns

Wealth Advisor

210.737.7800

210.737.7801

Sean Weaver

Sean Weaver, CFP®, MBA®

Founder, One XVI Wealth

817.753.0018

817.753.0019

Wayne N. Schwartz

Wayne N. Schwartz

Investment Advisor Representative

512.431.4619

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801

Directors

Debbie Chandler

Debbie Chandler

Director of Business Development

210.737.7800 ext. 127

210.737.7801

Leah Boatwright

Leah Boatwright

Director of Operations / Private Client Coordinator

210.737.7800 ext. 106

210.737.7801

Support Team

Brad Sandlin

Brad Sandlin

Financial Services Team Leader

210.737.7800 ext. 109

210.737.7801

Brandy Barela

Brandy Barela

Client Service Associate

817.336.6300 ext. 5109

210.737.7801

Joslin Burr

Joslin Burr

Business Relationship Manager

210.737.7800 ext.129

210.737.7801

Kaylee Powell

Kaylee Powell

Business Relationship Manager

210.737.7800 ext. 206

210.737.7801

Nichole Byrd

Nichole Byrd

Executive Assistant

210.737.7800 ext. 122

210.737.7801

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801