REAGAN WAGNER
CEO, PRESIDENT, MANAGING PRINCIPAL
Reagan graduated from St. Mary's University in San Antonio, Texas with a Bachelor of Science in biology and a minor in chemistry. Following graduation, Reagan worked as a project leader for the environmental department of a large corporate chain in San Antonio from 1997 to 2004. In 2007, he partnered with his father, Bob Wagner, and Joel Swinehart to create National Financial Alliance, LLC.
Reagan is also CEO and managing principal of Strategic Financial Concepts, LLC, a Registered Investment Advisory firm where he holds his Series 65 license. He holds his Life and Health Insurance licenses along with his Series 6, 7, 63 and 24 licenses held through LPL Financial. Reagan's financial practice is a goals-based practice focused on estate and wealth planning for clients with a net worth of $5 million or more.
Reagan has been married since 1999 to the love of his life, Deborah. They have three wonderful children: Rylan, Robert, and Addison. They are actively involved in the community through sports, 4H, boy scouts and their local church.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.