Meet Our Team

Leadership

Reagan Wagner

Reagan Wagner

CEO, President and Managing Principal

210.737.7800

210.737.7801

Robert (Bob)  Wagner

Robert (Bob) Wagner

Vice President of Finance and Insurance Operations

210.737.7800

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

210.737.7800

210.737.7801

Agents

Michael Spielmann

Michael Spielmann

Investment Advisor Representative, Life Insurance Agent

337.232.9902

Patrick Taylor

Patrick Taylor

Owner & President, Benefit Planning Group

504.833.3434

Tom Meyer

Tom Meyer

Vice President, Benefit Planning Group

504.833.3434

Humberto Moreno

Humberto Moreno

Investment Advisor Representative

512.971.1274

Kirk Walker

Kirk Walker

Wealth Manager, Investment Advisor Representative

4242414049

Richard Schleicher

Richard Schleicher

Registered Representative, LPL Financial

210.737.7800

210.737.7801

Sandi Hegeman

Sandi Hegeman

Financial Advisor

405.701.9907

210.737.7801

Reagan Wagner

Reagan Wagner

CEO, President and Managing Principal

210.737.7800

210.737.7801

Robert (Bob)  Wagner

Robert (Bob) Wagner

Vice President of Finance and Insurance Operations

210.737.7800

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

210.737.7800

210.737.7801

Tony Ashton

Tony Ashton, CLU

VP of AFG Brokerage & Owner of GPS Investments

5093315254

Stephen Ashton

Stephen Ashton

Certified Financial Plannerâ„¢

1.800.924.1275

Wayne Schwartz

Wayne Schwartz

Investment Advisor Representative

512.431.4619

Jose M. Morillo-Limardo

Jose M. Morillo-Limardo

President of JM Insurance Services, P.S.C.

(787) 998-6692

(787) 625-0002

Directors

Support Team

Joslin Burr

Joslin Burr

Executive Relationship Manager

210.737.7800 ext.129

210.737.7801

Brandy Barela

Brandy Barela

Business Relationship Manager

817.336.6300 ext. 5109

210.737.7801

Jessica Llanas

Jessica Llanas

Business Relationship Manager

210.737.7800 ext. 130

210.737.7801

Taylor Sweet

Taylor Sweet

Business Relationship Manager

210.737.7800 ext. 106

210.737.7801

Linda Barfield

Linda Barfield

Business Relationship Manager

210.737.7800 ext. 5116

210.737.7801

Lauren Wheeler

Lauren Wheeler

Administrative Services Team Lead

210-737-7800

210.737.7801