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Meet Our Team

Find a Financial Advisor

  • Adam Straseske CMT
  • Brandy Barela
  • Chris Liebum
  • Dean L. Boebinger, CFP®
  • Derek Moffatt
  • Ed D'Hemecourt
  • Edward Yale
  • George Williams
  • George Gomez
  • Humberto Moreno
  • Jeff Solinsky
  • Joslin Burr
  • Kirk Walker
  • Kristen Wagner
  • Larry Holder
  • Leonard Nelson
  • Matt McCracken
  • Patrick Taylor
  • Reagan Wagner
  • Rick Tarbell
  • Robert Bruns
  • Robert Alberts
  • Robert (Bob) Wagner
  • Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®
  • Ryan J. Bubela, CFP®
  • Sandi Hegeman
  • Sandra Morkovsky
  • Sean Weaver, CFP®, MBA®
  • Steve Romano, CEP®, AIF®
  • Tom Meyer
  • Tracey Collazo
  • Wayne N. Schwartz
  • Young Scarborough
  • Zachary Jones, AIF®

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

Adam Straseske CMT

Adam Straseske CMT

Compliance Director

210.737.7800 ext. 110

210.737.7801

Ryan J. Bubela

Ryan J. Bubela, CFP®

Certified Financial Planner

512.753.5672

Steve Romano

Steve Romano, CEP®, AIF®

Strategic Consultant

210.737.7800

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

Jeff Solinsky

Jeff Solinsky

Owner of Solinsky Group

337.462.3500

Wayne N. Schwartz

Wayne N. Schwartz

Investment Advisor Representative

512.431.4619

Roger Whitney

Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®

Senior Financial Advisor

817.336.6300

Oklahoma Advisors

Steve Romano

Steve Romano, CEP®, AIF®

Strategic Consultant

210.737.7800

210.737.7801

Sandi Hegeman

Sandi Hegeman

Financial Advisor

405.701.9907

210.737.7801

Louisiana Advisors

Patrick Taylor

Patrick Taylor

Owner & President, Benefit Planning Group

504.833.3434

Tom Meyer

Tom Meyer

Vice President, Benefit Planning Group

504.833.3434

Jeff Solinsky

Jeff Solinsky

Owner of Solinsky Group

337.462.3500

Texas Financial Advisors

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

Robert Bruns

Robert Bruns

Wealth Advisor

210.737.7800

210.737.7801

Chris Liebum

Chris Liebum

Financial Advisor and Co-Author

(346) 261-2100

Ryan J. Bubela

Ryan J. Bubela, CFP®

Certified Financial Planner

512.753.5672

Kirk Walker

Kirk Walker

Fiduciary, Comprehensive Wealth Management And Accountability

Larry Holder

Larry Holder

Financial Advisor

512.799.1464

Zachary Jones

Zachary Jones, AIF®

FIS Business Relations Manager

512.787.3748

210.737.7801

Derek Moffatt

Derek Moffatt

Financial Advisor, Moffatt Financial Strategies

682.747.0134

Rick Tarbell

Rick Tarbell

Financial Advisor

210.722.8121

Sean Weaver

Sean Weaver, CFP®, MBA®

Founder, One XVI Wealth

817.753.0018

817.753.0019

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

Edward Yale

Edward Yale

Founder of Concho Investment Advisors

512.917.3689

Matt McCracken

Registered Investment Advisor

210.236.3396

Roger Whitney

Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®

Senior Financial Advisor

817.336.6300

Directors

Adam Straseske CMT

Adam Straseske CMT

Compliance Director

210.737.7800 ext. 110

210.737.7801

Tracey Collazo

Tracey Collazo

Director of Insurance

210.737.7800 ext. 105

210.737.7801

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