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

Robert Bruns

Robert Bruns

Wealth Advisor

210.737.7800

210.737.7801

Tom Meyer

Tom Meyer

Vice President, Benefit Planning Group

504.833.3434

Chris Pastrano

Chris Pastrano

Director of Group Benefits & Ancillary Products

210.737.7800 ext. 118

Humberto Moreno

Humberto Moreno

Investment Advisor Representative

512.971.1274

Jonathan Kolmetz

Jonathan Kolmetz

President & Founder at Oaks Wealth Management

281.888.9085

Kirk Walker

Kirk Walker

Wealth Manager, Investment Advisor Representative

4242414049

Larry Goad

LPL Investment Advisor Representative

254.771.0102

Rebecca Foster

Rebecca Foster, AIF®

Strategic Consultant

210.737.7800

210.737.7801

Richard Schleicher

Richard Schleicher

Registered Representative, LPL Financial

210.737.7800 ext. 108

210.737.7801

Sandi Hegeman

Sandi Hegeman

Financial Advisor

405.701.9907

210.737.7801

Jose M. Morillo-Limardo

Jose M. Morillo-Limardo

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

(787) 998-6692

(787) 625-0002

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

210.737.7800

210.737.7801

Owen Seidenberger

LPL Investment Advisor Representative

210.614.3532

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

Stephen Ashton

Stephen Ashton

Certified Financial Plannerâ„¢

1.800.924.1275

Tony Ashton

Tony Ashton, CLU

VP of AFG Brokerage & Owner of GPS Investments

5093315254

Wayne Schwartz

Wayne Schwartz

Investment Advisor Representative

512.431.4619

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

210.737.7801

Kaylee Powell

Kaylee Powell

Business Relationship Manager

210.737.7800

2107377801

Nichole Byrd

Nichole Byrd

Executive Assistant

210.737.7800 ext. 122

210.737.7801