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

Oklahoma Advisors

Louisiana Advisors

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

Kirk Walker

Kirk Walker

Fiduciary, Comprehensive Wealth Management And Accountability

Derek Moffatt

Derek Moffatt

Financial Advisor, Moffatt Financial Strategies

682.747.0134

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

Directors

Support Team

Marissa Guerra

Marissa Guerra

Marketing & Sales Specialist

210.737.7800

210.737.7801

Lauren Wheeler

Lauren Wheeler

Administrative Services Team Lead

210.737.7800

210.737.7801

Joslin Burr

Joslin Burr

Business Relationship Manager III & Advisor Specialist

210.737.7800 ext.129

210.737.7801

Brandy Barela

Brandy Barela

Business Relationship Manager II

817.336.6300 ext. 5109

210.737.7801

Jessica Llanas

Jessica Llanas

Business Relationship Manager II

210.737.7800 ext. 130

210.737.7801

Linda  Barfield

Linda Barfield

Business Relationship Manager

210.737.7800

210.737.7801

Tricia Garrett

Tricia Garrett

Business Relationship Manager

210.737.7800

210.737.7801