Founded in 1981 in San Antonio, Texas, National Financial Alliance (NFA) began as a group of insurance and mutual fund advisors with a simple goal: to make financial clarity accessible to everyone.
In 2007, Reagan Wagner, Bob Wagner, and Joel Swinehart joined forces to redefine wealth management. They built NFA on a foundation of faith, family, finance, fitness, and fun—values that still guide how we serve you today.
NFA builds trusted, personalized partnerships to empower every client—individuals, families, and businesses—so each can thrive in their unique vision of financial success.
Clear, honest recommendations guided by our client-centered approach.
Solutions tailored for your unique goals, free from corporate influence.
Teaching clients the knowledge to make informed financial decisions.
Building trust in relationships, so they may grow with you over time.
At NFA, our foundation is built on five key values that guide everything we do:
While religious Faith is a personal choice, you must have Faith that we will support you.
We believe your Family must come first.
We believe your Finances have to be in order, therefore we operate from financial strength vs. financial weakness.
Fitness is both physical and mental, and we believe you must be Fit to be engaged in our business.
You must also have Fun. If you are not having Fun, then why do it? Here at National Financial Alliance, we believe you must make life enjoyable.
Founder
CEO | President & Managing Principal
Chief Operating Officer | Partner
Compliance Officer
Director of Operations
Administrative Services Team Lead
Junior Financial Advisor
Marketing & Insurance Specialist
Operations Associate
Advisor Support Manager
Business Relationship Manager II
Business Relationship Manager II
Business Relationship Manager II
Administrative Assistant
Premier Service Associate
Financial Advisor
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!
