A WORD FROM OUR CEO

BECOME AN ADVISOR WITH NFA

JOIN OUR TEAM


BRING YOUR EXPERTISE TO NFA ALONGSIDE OUR TEAM OF FINANCIAL PROFESSIONALS

We are driven to help each advisor and agent direct their practice to the next level 

LOOKING TO INVEST? HERE'S WHY NFA IS YOUR CHOICE.



POSITION OF STRENGTH


POSITION OF STRENGTH

In making financial decisions, we maintain a position of strength.  We work hard to be industry innovators and proactively seek new approaches to both financial planning and investing.  We have adopted a proactive perspective, making us better able to guide our clients towards success.

DOING IT RIGHT


DOING IT RIGHT

We believe there is no more powerful mantra in this business than "Doing It Right".  This means treating others with respect, courtesy, honesty, fidelity, sincerity, and having FUN (one of our Five F's).  When we do this together - advisor and client - literally anything is possible.

CULTURE OF TRUST


CULTURE OF TRUST

We believe trust is the core of every successful relationship.  That is why a foundation of trust is the cornerstone of our business.  It has been our mission for over thirty years to cultivate a climate of trust that inspires each of us to do our best work possible.

PHILOSOPHY OF INDEPENDENCE


PHILOSOPHY OF INDEPENDENCE

It is our belief that independence is the most effective means of developing objective, client-focused recommendations.  Our independence and freedom from single sourced investment plans/options is what allows us the ability to provide our clients unrestricted access to well rounded programs. 

CLIENT-DRIVEN COMMITMENT


CLIENT-DRIVEN COMMITMENT

Our success is directly linked to that of our clients.  Only by helping our clients pursue their goals, will we achieve ours.  We foster a high-engagement service model that treats every client as part of our NFA family.

ATTITUDE OF TEAMWORK


ATTITUDE OF TEAMWORK

We believe everything is more productive, not to mention more fun, when it is done in collaboration with other like-minded individuals.  Throughout the entire NFA firm, we seek to leverage expertise and resources so we can provide comprehensive and integrated strategies for our clients.

THE FOUR KEY COMPONENTS OF OUR BUSINESS

Our History

Our Wealth Management division consists of our full-service financial advisors and professionals to serve investors in traditional investments as well as the future of investing.

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Our Process

Strategic Financial Concepts is the avenue for our financial advisors to give investors a great experience and the full power of choice in where their money is custodied.

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Our Values

Insurance is our genesis. Before becoming a robust wealth management firm, we prided ourselves on providing the insurance solutions customers need. We still do!

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Our Resources

Unlike many other firms in our space we have extensive relationships with banks and credit unions making sure their customers and members receive the advice they deserve.

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MEET THE LEADERSHIP TEAM

Bob Wagner

Bob Wagner

Founder | Head of Insurance Division

210.737.7800

Reagan Wagner

Reagan Wagner

CEO | President & Managing Principal

210.737.7800

Kristen Wagner

Kristen Wagner

Chief Operating Officer | Partner

210.737.7800

Lauren Wheeler

Lauren Wheeler

Administrative Services Team Lead

210.737.7800

210.737.7801

MEET THE SUPPORT TEAM

Nick Philbeck

Nick Philbeck

LPL Financial Planner

210.737.7800

210.737.7801

Marissa Guerra

Marissa Guerra

Marketing & Sales Specialist

210.737.7800 ext. 109

210.737.7801

Grace Parsons

Grace Parsons

Administrative Assistant II

210.737.7800 ext. 223

210.737.7801

John Macias

John Macias

Licensed Insurance Associate

210.737.7800 ext. 102

210.737.7801

Joslin Burr

Joslin Burr

Business Relationship Manager III & Advisor Specialist

210.737.7800 ext. 129

210.737.7801

Jessica Llanas

Jessica Llanas

Business Relationship Manager II

210.737.7800 ext. 130

210.737.7800

Brandy Barela

Brandy Barela

Business Relationship Manager II

210.737.7800 ext. 5129

210.737.7801

Taylor Sweet

Taylor Sweet

Business Relationship Manager II

210.737.7800 ext. 106

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 ext. 127

210.737.7801

ACCOLADES