Pursue Financial Clarity, Long-Term Security, and Sustainable Success
NFA builds trusted, personalized partnerships to empower individuals, families, and businesses—so they can thrive in their unique visions of financial success.
Unlike other wealth management firms, we maintain extensive relationships with banks and credit unions, making sure their customers and members receive the financial planning advice they deserve.
We serve both investors interested in traditional investments and investors pushing towards the future with customized strategies and products.
This is our genesis. We provide insurance solutions that customers need for their security and peace of mind, continuing our tradition.
Our financial planners offer exceptional service and flexible options for safeguarding your money.
Putting You First for Over 40 Years
At NFA, trust is the foundation for everything we do. Without it, no relationship—or portfolio—can truly thrive. For over 40 years, we’ve been dedicated to earning and upholding our clients’ trust because we know that trust isn’t so much given, it’s built through integrity, consistency, and an unwavering commitment to doing it right. It’s what drives us to do our best work every day.
40+ Years of Experience: Proven strategies that deliver success $3 Billion+ in Managed Assets: Strong financial backing 190+ Advisors and Affiliates: Access and demonstrated expertise from industry-leading professionals Tailored Financial Strategies: Solutions built around you and your unique needs Holistic Financial Planning: We collaborate with CPAs, attorneys, and other experts to create a seamless game plan for your long-term security
Our Core Values
At NFA, our foundation is built on five key values that guide everything we do:
Your Financial Success, Our Expertise
Wealth Management
Maximize asset growth while minimizing asset risk. Learn More
Investment Strategies
Personalized portfolios tailored to match your risk tolerance. Learn More
Retirement Planning
Strategic financial planning to pursue a more secure future. Learn More
Business Continuity/Succession Planning
Protect and grow your business for long-term stability. Learn More
Business Continuity/Succession planning
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Estate & Legacy Planning
Pass down your legacy in accordance with your wishes. Learn More
Risk Management & Insurance Solutions
Comprehensive coverage to shield your family from life’s uncertainties. Learn More
Our Clients Loves Us
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Combining decades of experience with a commitment to excellence
Meet the Leadership Team
Bob Wagner
Founder
Reagan Wagner
CEO, Principal and Managing Partner
Kristen Wagner
COO, Partner
Adam Straseske
Compliance Officer
Madison Franklin
Director of Operations
Lauren Wheeler
Administrative Services Team Lead
Meet the Support Team
Coby Huerta
Junior Financial Advisor
Marissa Vega
Marketing & Insurance Specialist
Beth Hodo
Operations Associate
Jessica Alvarez
Administrative Assistant
Joslin Burr
Advisor Support Manager
Jessica Llanas
Business Relationship Manager II
Caleb Hesseltine
Premier Service Associate
Taylor Sweet
Business Relationship Manager II
Brandy Barela
Business Relationship Manager II
Savannah Forster
Financial Advisor
Mackenzie Mendoza
Administrative Intern
work toward securing your financial future
Looking to Invest?
Six Reasons Why NFA Is Your Best Choice for Financial Planning
POSITION OF STRENGTH
To us, maintaining a position of strength means continuously seeking innovative approaches in financial planning and investing. Strength empowers us to guide our clients with confidence, helping them navigate opportunities and pursue lasting success.
DOING IT RIGHT
We always act from a place of integrity, ensuring that our actions align with our values, even when no one is watching. It’s about being responsible; treating others with respect, honesty and courtesy; and striving for excellence without cutting corners. Doing it right is not always the easiest path, but it’s the one that builds trust, fosters meaningful connections, and leaves a lasting positive impact.
CULTURE OF TRUST
Trust is the foundation of everything we do. Without it, no relationship can truly thrive. For over 40 years, we’ve been dedicated to earning and upholding our clients’ trust—because we know that trust isn’t just given, it’s built through integrity, consistency, and unwavering commitment. It’s what drives us to do our best work every day.
PHILOSOPHY OF INDEPENDENCE
It is our belief that maintaining independence is the most effective means of developing objective, client-focused recommendations. This independence allows us to seek out and find unrestricted access to the most well-rounded programs for our clients.
CLIENT-DRIVEN COMMITMENT
If our clients don’t succeed, we don’t succeed. We foster a high-engagement service model that treats every client as part of the NFA family—because they are.
ATTITUDE OF TEAMWORK
Teamwork makes everything better: It makes us more productive, and it makes everything more fun. The synergy that arises when like-minded individuals work together in collaboration. We seek to leverage expertise throughout the entirety of our NFA firm, so that we can deliver comprehensive and integrated strategies for our clients.
Join the NFA family!
At NFA, we’re always on the lookout for exceptional professionals to grow with us. If you’re driven, passionate, and eager to make an impact in the financial industry, we’d love to hear from you!
