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

Oklahoma Advisors

Louisiana Advisors

Directors

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

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