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
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
Paul Martinelli
Position (Company)
“This team is simply the best. Trust is the cornerstone of any relationship and especially when it’s concerning your family’s financial future, and I would not trust my family’s future with anyone else. You will be glad you engaged them for your planning!”
This statement is a testimonial by a client of the financial professional as of 12/09/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Andrell Johnson
Position (Company)
“I’ve been a client of NFA for 20+ years. It has been absolutely one of the best decisions ever in my lifetime to have Reagan Wagner and the NFA family help and guide me to my goal of retiring at a early age and living my best retirement life. Throughout the years we have become family while they skillfully prepared me for retirement. I tell all my friends and family everyone needs “A Reagan” in their life. Reagan and his team personalized and tailored my portfolio to meet my needs and goals. Reagan and NFA took the anxiety and worry out of safely building my wealth because I had total trust and belief in their abilities and honesty. Truly a match made in heaven. Love the “Powered by the Five F’s: Faith, Family, Finance, Fitness and Fun”.
This statement is a testimonial by a client of the financial professional as of 12/09/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Felipe Lofaso
Position (Company)
“We have been clients of Reagan’s for many years and each year is better than the next. Reagan and his teams’ attention to detail and thorough analysis of our financial status has helped guide many decisions in our lives, from children through business ventures. We appreciate the consistent communication and regular in-person meetings in Florida, it is always great to meet face to face in this ever growing electronic world. Reagan and his team of professionals are first class and we highly recommend them to anyone seeking personalized advice and financial wisdom.”
This statement is a testimonial by a client of the financial professional as of 12/18/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Thomas Short
Position (Company)
Working with Reagan: Most compassionate person I know. Really understands clients’ needs and focuses on that. If he does not understand something, he has the support team to find out the right answers. I do not believe there is a team in San Antonio that can hold up to the folks at NFA. This team has worked with our estate attorneys, CPA, and they just keep telling me how good this team really is. I am very confident I have found the right firm for my business needs, buying and selling businesses, retirement needs, estate planning needs and just all financial needs. I wish I could find something that needs improvement, but at this time, I have not found it. Thanks for everything your team does.
This statement is a testimonial by a client of the financial professional as of 12/23/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
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
Director of Administrative Services
Meet the Support Team
Beth Hodo
Operations Team Lead
Brandy Barela
Business Relationship Manager II
Caleb Hesseltine
Premier Service Associate
Coby Huerta
Junior Financial Advisor
Jessica Alvarez
Administrative Assistant II
Jessica Llanas
Business Relationship Manager II
Joslin Burr
Advisor Support Manager
Mackenzie Mendoza
Administrative Intern
Marissa Vega
Marketing Manager & Health Insurance Manager
Savannah Forster
Financial Advisor
Taylor Sweet
Business Relationship Manager II
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!
