Kristen Wagner is the Chief Operating Officer at NFA, dedicated to ensuring that all company operations run with maximum efficiency, profitability, and compliance. She oversees the financial performance of NFA and SFC, tracking revenue and optimizing processes to enhance the success of advisors and team members alike. With a strong focus on compliance, revenue generation, and exceptional service, Kristen plays a pivotal role in scaling NFA’s continued growth and maintaining the firm’s industry-leading standards.
A graduate of Texas State University, Kristen earned her Bachelor’s degree in Finance, Magna Cum Laude, before beginning her career in financial services. Since joining NFA in 2004, she has held multiple key positions, including Financial Advisor, Insurance Agent, and Director of Operations. Over the years, she has been instrumental in reorganizing and structuring SFC, NFA’s RIA, and implementing hiring and performance review processes to strengthen both firms. Kristen’s leadership has helped grow NFA into a powerhouse of financial services, providing unwavering support to both advisors and clients.
With over 20 years of experience in financial advising and operations, Kristen has consistently delivered revenue growth and maintained high standards of service. Her passion lies in helping others create their vision of financial success, whether through guiding clients toward their goals or supporting advisors in expanding their practices. She believes strongly in the Five F’s—faith, family, finance, fitness, and fun—using them as guiding principles in both her professional and personal life.
Kristen thrives in NFA’s dynamic culture, attributing the firm’s success to its people and teamwork. She firmly believes that great achievements require a strong, collaborative team, and she works tirelessly to foster an environment where advisors and staff can thrive. As NFA continues its substantial growth, Kristen is committed to scaling operations, increasing efficiency, and driving long-term success.
Outside of work, Kristen enjoys working out, spending time at the beach, shopping, and sharing great food and wine with friends and family. A natural competitor, she loves a good game of darts, cornhole, or anything that brings out a competitive spirit. She strives to be a positive presence in people’s lives, always aiming to make others smile and laugh.
Kristen’s ultimate goal is to maintain a healthy work-life balance while continuing to drive NFA’s success. She prays daily for the health and wealth of her family and is passionate about creating a lasting impact on the lives of those she serves. With her strong leadership, commitment to teamwork, and vision for growth, she remains a driving force behind NFA’s continued expansion and success.
