Our Client-First Mission
As CEO of NFA, Reagan Wagner is responsible for casting the firm’s vision and mission, ensuring that advisors and clients receive the highest level of service. He leads the Family & Business Enterprise and Private Client Divisions, focusing on helping individuals and business owners pursue long-term financial success. With over 24 years of experience, Reagan holds Series 6, 7, 24, 63, and 65 licenses with LPL Financial, along with a Group 1 Life Insurance license.
Reagan’s career began at HEB, where he developed expertise in leadership, operational efficiencies, and identifying key performance indicators (KPIs). His passion for financial services led him to co-found NFA Wealth Management, merging wealth management with insurance and mutual fund expertise. He also played a pivotal role in acquiring NFA Wealth Management, establishing NFA’s own Registered Investment Advisor (RIA), and developing the firm’s Wealth Management and Succession & Continuity Programs.
Under Reagan’s leadership, NFA has experienced consistent double-digit growth, expanding its services and impact. His guiding principle is to serve advisors, clients, and his team with integrity and a commitment to excellence. By fostering a culture of collaboration and innovation, he ensures that NFA continues to grow and evolve in an ever-changing financial landscape.
Looking ahead, Reagan is focused on integrating new technology, expanding financial solutions, and increasing assets under management to $10 billion. He believes that leveraging the unique strengths of his team will drive continued success, allowing NFA to provide exceptional service for generations to come.
Beyond his professional role, Reagan enjoys spending time with his family, traveling, and serving in his church. He finds joy in working outdoors, mowing, and shredding, embracing the satisfaction of hands-on work. His leadership philosophy is rooted in faith, family, finances, fitness, and fun, guiding both his personal and professional life.
Reagan’s favorite verse, Galatians 5:13-14, reflects his dedication to service:
“Do not use your freedom to indulge in the flesh; rather, serve one another humbly in love. For the entire law is fulfilled in keeping this one command: ‘Love your neighbor as yourself.’” By staying true to this principle, he continues to lead NFA with vision, integrity, and a passion for helping others achieve financial success.
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.
Robert graduated from Texas A&I with a bachelor’s degree in education. He then attended Our Lady of the Lake University to obtain a Master of Education. He taught and coached in San Antonio for 12 years. Robert then joined AIG (American General) in 1980.
Robert is a managing principal of National Financial Alliance, LLC. During his 27 years in the financial services industry, his firm has achieved numerous awards. The most prestigious being the Legion of Honor, given in 2002. Robert focuses on the development of new advisors by leading from the front and knowing when to push from behind. He helps clients determine their financial goals and educates them on programs they can use to reach them.
Robert married his high school sweetheart, Garnett, on May 31, 1969. They have three children, seven grandchildren, and two great-grandchildren.
Adam Straseske serves as the Compliance Director at NFA, where he focuses on developing, implementing, and enhancing compliance programs that empower financial advisors to run efficient, risk-mitigated practices. Since joining NFA in 2008, Adam has played a pivotal role in creating systems and solutions that align with industry regulations while supporting business productivity, financial planning, and advisor-client success.
Adam holds a Bachelor’s degree in Finance and is a Chartered Market Technician (CMT). With over two decades in the financial services industry (since 1999), he brings a deep understanding of investment portfolio management, fiduciary financial advising, and compliance and risk management. His approach is centered on enhancing advisor effectiveness while safeguarding clients, firms, and the industry at large.
Adam was drawn to NFA for its freedom and core values, and he continues to be inspired by the firm’s mission to grow through integrity, innovation, and client-first service. He contributes to the culture by approaching every initiative with gratitude, empathy, and a commitment to continual improvement.
Motivated by responsibility and growth, Adam finds fulfillment in refining processes and exploring new ways to leverage compliance systems for long-term advisor success. He believes deeply in the power of mindset and reflection, guided by quotes such as: “What I am looking for is not out there, it is in me.” – Helen Keller.
Outside of work, Adam enjoys just about anything involving water, reflecting his calm yet driven nature. Known for his supportive attitude, he often says, “If you would like help… just ask.” As NFA continues to evolve, Adam remains focused on helping advisors navigate the complexities of financial regulation with confidence and clarity.
Madison Franklin is the Director of Operations at NFA, where she ensures the firm’s day-to-day operations run seamlessly. With a focus on efficiency, process improvement, and team development, Madison plays a critical role in refining policies, procedures, and workflows to enhance productivity. She is dedicated to coaching team members, setting performance goals, and fostering accountability to drive long-term success.
With six years at NFA, Madison’s journey began as an intern before transitioning into a Financial Services Associate, where she earned her Series 7, Series 66, and Life and Health Insurance licenses. Her experience in portfolio management and financial planning provided her with a strong foundation in both back-office operations and client-facing roles. As she advanced, she collaborated closely with COO Kristen Wagner, discovering her passion for operations and stepping into leadership roles, ultimately becoming Director of Operations in early 2024.
Madison leads NFA’s Premier Wealth Management program, overseeing both Internal Money Management and Financial Planning initiatives. She also works closely with product partners and third-party vendors, ensuring advisors and clients have access to the latest tools and resources. Additionally, she collaborates with the operations team on advisor payouts, insurance commissions, and onboarding, streamlining key processes to enhance efficiency and transparency.
Throughout her career, Madison has contributed to scaling NFA’s internal money management program, developing financial planning processes, and implementing a new billing software that optimizes advisor payouts. Her deep understanding of the firm’s structure and her strategic mindset have helped her drive innovation and operational excellence. She is passionate about building a generational company, inspired by the vision and leadership of Bob Wagner, Reagan Wagner, and Kristen Wagner.
Madison embodies NFA’s Five F’s, especially family, which plays a significant role in her life. She brings a positive attitude, fresh perspectives, and a collaborative spirit to the workplace, always eager to take on new challenges and support her colleagues. Her professional goal is to become a stronger leader and enhance her communication skills, ensuring she continues to make a meaningful impact.
Outside of work, Madison enjoys spending time at the lake, playing board and card games, trying new restaurants, and hanging out with family and friends. A fun fact about her—she’s left-handed and played club volleyball in college. She lives by the Golden Rule: “Treat others how you want to be treated,” a philosophy that guides both her personal and professional life.
As the Director of Administrative Services at NFA, Lauren Wheeler oversees the Premier Services Program, while also serving as Executive Assistant to the CEO and COO. She is responsible for office compliance, daily office operations, and ensuring efficiency across departments. With expertise in onboarding, offboarding, marketing, and insurance operations, she plays a vital role in aligning internal processes with NFA’s strategic goals.
Lauren graduated from Texas State University in 2014 with a Bachelor of Science in Family Consumer Science – Consumer Affairs and a minor in Business Administration. Her career began at Landry’s Corporate Office, where she gained experience in corporate HR and benefits administration. She then expanded her expertise in executive support, client service, and sales operations while working with Taylor Morrison, a luxury home builder.
Lauren later served as Director of Operations for a real estate brokerage in Aspen, Colorado, managing daily operations and strategic initiatives. During the COVID-19 pandemic, she returned to Texas to support family-owned businesses, taking on leadership roles in finance, HR, and operations. These diverse experiences shaped her well-rounded skill set in administration, compliance, and executive leadership, which she now brings to NFA.
Lauren was drawn to NFA’s strong values and family-like culture, appreciating its balance of structure, growth, and community. She thrives in NFA’s forward-thinking environment, where innovation and continuous improvement drive excellence in client service and operations. Her proactive, service-minded leadership style makes her a key asset to the firm’s success.
Outside of work, Lauren is NFA’s resident cowgirl, spending much of her time on the ranch with her husband, their cattle and bison, five dogs, and a variety of other animals. She enjoys the outdoors, fishing, exploring farmers markets, tackling DIY projects, and catching live music whenever she can.
Patrick began his financial services and insurance career in 1983 after attending LSU where he studied petroleum engineering and minored in mathematics.
Patrick is professionally licensed as a Series 6 and 63 representative through LPL Financial & hold his Series 65 license with NFA Wealth Management. He is an Investment Advisor Representative and Series 26 (held with LPL) Registered Principal with LPL Financial. Additionally, he holds multiple state licenses in Life, Health, Annuity and Variable Insurance.
He is the owner and president of Benefit Planning Group of which he leads an established team of professionals who focus on providing retirement and risk management strategies for individuals and small and large businesses. Patrick’s expertise is in advanced target marketing strategies, retirement strategies and maintaining a focus on client education and superior customer service.
Mr. Taylor has served on the Blue Cross Blue Shield of Louisiana Agents Advisory Board, the National Field Advisory Board and the Alliance Advisory Board for the American General Agency Building Group. He currently serves as a board member for the Louisiana Technology Council and the Louisiana State Associations of Barbers and Cosmetologist. Other professional affiliations include The National Association of Insurance and Financial Advisors (NAIFA) and the National Association of Health Underwriters (NAHU), where he has been the recipient of multiple National Quality Awards.
Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University.
Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice. He is the Program Manager of the Wealth Management division of Capitol Credit Union in Austin, TX and continues to serve his private Wealth Management clients through his own practice. He has been helping individuals, small businesses, and non-profits throughout Central Texas and the Houston area for over a decade. Ryan’s passion for credit unions, coupled with his desire to help others, is the basis of his entire financial planning career.
Outside of work, Ryan is an avid runner and cyclist, and he enjoys playing guitar, volunteering as a coach at the YMCA of Greater Williamson County, and playing classic video games with his sons.
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Awards & Certifications
CERTIFIED FINANCIAL PLANNER™ professional
Certified Fund Specialist® (CFS®)
Series 7 registration held with LPL Financial and 66 registration held with NFA Wealth Management and LPL Financial
Texas Life, Health, Accident, and Long-Term Care Insurance Licensed
Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment Representative securities registrations, held with LPL. In 1995, Steve added the distinction of Series 26 Limited Registered Principal securities registration, held with LPL. In the years that followed, Steve earned his Series 65 Uniform Investment Adviser Law registration (held with NFA Wealth Management) and his Series 7 General Securities Representative registration (held with LPL), as well as receiving the designation of Certified Estate Planner from the National Institute of Certified Estate Planners.
As a member of the prestigious LPL Financial Freedom Club, a club based on production, Steve has repeatedly 2008, 2010, 2011, and again in 2012.
Today, Steve specializes in financial planning, estate planning, income planning, and investment advisement. Steve brings a personalized holistic approach to his financial and estate planning investment advice, taking into account not only each client’s present position and mid- and long-range financial goals, but also their life goals. Once Steve is confident he fully understands a client’s worldview, he presents them with practical, specific strategies in easy-to-under-stand action steps.
Tom Meyer began his financial services career in 1995 and is Vice-President of Benefit Planning Group Insurance & Wealth Management; offices in Metairie, Louisiana and Nashville, Tennessee.
He is a graduate of Loyola University, New Orleans, and holds the Chartered Retirement Planning Counselor designation from The College of Financial Planning.
He is securities registered through LPL Financial with a Series 6, 63, 7 & and holds the Series 65 registrations through NFA Wealth Management. He is also an Investment Advisor Representative and an Advisory Board member with NFA Wealth Management.
Tom is committed to delivering comprehensive financial and wealth strategies and protection that meet the unique needs, concerns, and goals of each client to help them achieve their financial objectives and secure their future.
New Orleans City Business Magazine recognized Tom Meyer as a “Money Maker” highlighting his work with pension education, individual financial strategies, and civic accomplishments.
He has served with several civic, government, and education organizations, including:
- Jefferson Chamber of Commerce
- The Jefferson Chamber Foundation
- JEDCO Jefferson Edge Committee
- St. Tammany Chamber of Commerce
MEET THE SUPPORT TEAM
With a strong background in risk management and process improvement, Beth leads initiatives that strengthen billing systems, streamline internal workflows, and implement effective solutions across departments. She successfully launched AdvisorBOB, NFA’s billing software, which significantly improved financial and portfolio management processes. Beth has also developed and introduced key operational workflows and Standard Operating Procedures (SOPs) that support advisor succession planning, client account administration, and investment portfolio oversight.
As Operations Team Lead, Beth drives initiatives that improve team performance, staff engagement, and advisor retention. She leads performance check-ins, implements task review systems, and collaborates across departments to strengthen operational workflows. Beth enhances advisor engagement through targeted outreach, resource integration, and program optimization. She also plays a key role in SOP development, cross-functional collaboration, and quarterly staff planning to ensure operational efficiency and scalable growth.
Beth holds a Bachelor of Science in Communication Disorders from Texas State University. Before transitioning into the financial services industry, she gained hands-on experience in managing operations, controlling budgets, and leading teams through her role in food and beverage management within the hospitality sector.
Outside of the office, Beth enjoys traveling, spending time with loved ones, and searching for the perfect spicy margarita. She’s a certified Pilates instructor and 200-hour yoga teacher with a passion for movement, mindfulness, and overall well-being. She’s also an avid reader and proud dachshund owner—often found unwinding with a good book and her wiener dog by her side. Her personal mantra is: “Reflect on how far you have come and keep fighting for who you want to be.” Beth looks forward to continuing to grow her impact and leadership at one of the top wealth management firms.
Brandy Barela specializes in account maintenance, financial planning, and advisor support. She plays a key role in establishing new accounts, managing 401(k)s, and assisting with death claims. As a Financial Paraplanner Qualified Professional (FPQP®), she ensures that advisors and clients receive seamless account management and financial planning support, helping to create a smooth and efficient workflow within NFA.
Brandy joined NFA six years ago, bringing a background in financial services. A strong believer in continuous learning, Brandy is committed to expanding her knowledge of advisor platforms and systems to better assist her team. Her positive attitude and energetic work style make her an asset to both the advisors she supports and to the firm as a whole. She thrives in NFA’s collaborative environment, appreciating the opportunity to solve problems, grow professionally, and contribute to the firm’s success.
Outside of work, Brandy enjoys watching her daughter play softball and spending time reading. Her professional mantra is “Eighty percent of success is showing up.” Brandy looks forward to enhancing her expertise, supporting her advisors more effectively, and contributing to NFA’s mission of providing exceptional service.
Coby Huerta is a Junior Financial Advisor at NFA, where he specializes in financial planning, wealth management, and investment portfolio management. Coby holds a bachelor’s degree in finance from St. Edward’s University and has built a strong foundation in the financial services industry.
His career began as a non-licensed administrator for Cort Laurence, Kirk Walker, and Adam Straseske, where he spent four years (2017-2021) gaining hands-on experience in investment and financial planning. He then transitioned to Charles Schwab, working as a stockbroker for over 2.5 years (2021-2024), where he deepened his expertise in investment management firms, retirement planning services, and financial advisory services.
Since joining, Coby has played a key role in launching and optimizing NFA’s Follow Paul model for EL clients, taking the lead role in NFA’s Financial Planning program, and contributing to the firm’s Investment Model Management (IMM) program. His deep understanding of financial planning services and risk management allows him to develop tailored strategies that align with clients’ needs and long-term objectives.
Coby was drawn to NFA because of its entrepreneurial culture, fiduciary approach, and growth-oriented vision. His long-term goal is to obtain the Certified Financial Planner™ (CFP®) designation, further solidifying his expertise in retirement tax planning, estate planning services, and business tax planning.
A firm believer that “the fruit I bear is a direct reflection of who I am,” Coby approaches his work with dedication, adaptability, and a continuous improvement mindset. His mission is to enhance the financial well-being of his clients while contributing to NFA’s growth and leadership in private wealth management and investment advisory services.
Outside of work, Coby enjoys reading, outdoor activities, and attending sporting events. He recently purchased his first home, an exciting step toward learning about homeownership and financial responsibility firsthand. During college, he also had the incredible opportunity to study abroad in Scotland, an experience that broadened his perspective and adaptability.
Jessica Alvarez is a dedicated Administrative Assistant at NFA, providing office administrative support. With a Bachelor’s degree in Communication Studies and a minor in Marketing and Management, Jessica brings a strong organizational and strategic mindset to her role, ensuring efficiency in day-to-day operations.
Since joining NFA, Jessica has embraced the challenge of learning the world of finance, an industry that was entirely new to her. She was drawn to NFA’s commitment to work-life balance and family values, as well as the firm’s ambitious vision for growth. Jessica is known for her positive attitude and eagerness to learn, always approaching her work with enthusiasm and a willingness to take on new challenges.
One of the things Jessica enjoys most about NFA is the supportive and collaborative culture, where team members are always willing to help and share their expertise. She is motivated by the opportunity to expand her skills, refine her leadership abilities, and enhance her attention to detail in her role.
Outside of work, Jessica enjoys reading and exploring new restaurants, always on the lookout for exciting culinary experiences. She is also passionate about animal welfare, with a personal goal of transitioning to a vegetarian lifestyle—though her love for chicken makes it a challenge! Jessica is a firm believer in the power of a positive mindset and is interested in how meditation can enhance productivity and focus in the workplace.
Jessica Llanas is a dedicated Business Relationship Manager II at NFA, supporting Reagan Wagner, Kristen Wagner, and Bob Wagner in managing day-to-day client operations. With a strong background in customer service and financial operations, Jessica handles account maintenance, money movement requests, outside account paperwork, meeting preparation, and compliance updates. She also ensures seamless communication between clients and advisors, allowing them to focus on growing their businesses while she efficiently manages their operational needs.
With over a decade of experience in the financial industry, Jessica previously worked for American Funds in the retirement department for six years. She specialized in establishing 401(k) plan brochures, excelling in her role to the point of training new employees and evaluating their work. Seeking an opportunity to grow and advance, she joined NFA nearly four years ago, bringing her expertise and commitment to client service. She takes great pride in working for a firm that has built long-standing relationships with loyal clients, a testament to NFA’s success and reputation in the industry.
Jessica’s passion lies in helping clients navigate the complexities of financial paperwork, ensuring they fully understand the documents they are reviewing or signing. She finds fulfillment in breaking down financial jargon and making the process easier for clients, providing clarity and confidence in their financial decisions. Whether assisting a client, an advisor, or a colleague, Jessica is always available to offer support and guidance.
Beyond work, Jessica enjoys traveling—whether a quick getaway or a flight to a new destination, she cherishes the opportunity to unwind and embrace the moment. She also has a competitive streak, loving games like darts and bingo. She recently started learning the fast-paced world of bingo from her best friend and enjoys the challenge it brings.
Jessica lives by the philosophy that “everything happens for a reason” and applies this mindset to both her professional and personal life. She is a team player who thrives on collaboration and helping others succeed. Her ultimate goal is to become a licensed advisor, further expanding her ability to serve clients and contribute to NFA’s continued growth. She looks forward to growing within the firm and continuing to provide exceptional service to clients and advisors alike.
Joslin Burr is an Advisor Support Manager at NFA, serving as a subject matter expert (SME) for business relationship managers, advisors, and staff. With over 11 years of financial industry experience and 21 years in customer service, she specializes in advisor onboarding, training, and operational efficiency. Joslin plays a crucial role in streamlining business processes, facilitating advisor transitions, and enhancing CRM systems to improve advisor-client relationships and overall firm productivity.
In her six years at NFA, Joslin has been instrumental in leading advisor transitions, training new advisors and staff, and optimizing the firm’s CRM systems. One of her key accomplishments includes spearheading the transition from Redtail to Wealthbox CRM, ensuring a smooth migration and enhanced efficiency for advisors. Her expertise in financial operations comes from diverse roles at American Funds, IPI, and Allianz Bernstein, where she gained deep insights into client relations, retirement planning, and operational management.
Joslin thrives in creating structured onboarding experiences for new advisors, ensuring they integrate seamlessly into NFA’s culture while equipping them with the tools to succeed. She is also an AOE specialist for Premier Admin Advisors, offering advanced operational expertise to support high-level financial professionals. Her proactive approach to problem-solving and process improvement has helped advisors enhance their workflow and maximize client service.
What drew Joslin to NFA was its commitment to personalized financial guidance and ethical business practices. She values the firm’s hands-on, relationship-driven approach, which allows her to make a meaningful impact. As NFA continues to expand, Joslin is excited to contribute to its growth and innovation, leveraging her extensive experience in CRM management, business development, and financial operations. She is passionate about helping advisors succeed while continuously expanding her own expertise.
Joslin embodies NFA’s Five F’s—faith, family, finance, fitness, and fun—by fostering a collaborative and supportive work environment. She is motivated by the opportunity to positively impact advisors, streamline processes, and enhance overall business efficiency. Her professional goal is to continue developing her leadership skills and financial operations expertise, ensuring she provides exceptional value to both the company and its clients.
Outside of work, Joslin enjoys spending time with family and friends, attending concerts and comedy shows, and unwinding with moments of relaxation. She lives by the philosophy: “Reality is created by the mind; we can change our reality by changing our mind.” Her dedicated, team-oriented work style ensures she remains a driving force in NFA’s success, always stepping up to lead, support, and inspire those around her.
Mackenzie Mendoza is an Administrative Intern at NFA, where she supports daily office operations and assists multiple departments with essential administrative tasks. From filing and organizing documents to preparing reports, answering calls, and keeping the office running smoothly, Mackenzie plays a vital role in maintaining operational efficiency and team support.
Currently pursuing a Bachelor’s degree in Business Management at the University of Texas at San Antonio, Mackenzie is on track to graduate in May 2026. Before joining NFA in May 2025, she served as a Student Assistant in UTSA’s Office of the Executive Vice President for Business Affairs, where she gained valuable experience in administrative support, event planning, and front desk operations.
Mackenzie was drawn to NFA because of its core values, especially its emphasis on Faith and Family—two principles that also serve as the foundation for her personal life. She appreciates the opportunity to be part of a firm that values community, purpose, and personal growth.
In her short time with NFA, she has already found excitement in learning the behind-the-scenes process of planning major company events like the Kick-Off Conference and Mid-Year Meeting. She enjoys collaborating with the Executive Assistant team and contributing to the firm’s operations in meaningful ways.
Mackenzie’s proactive and detail-oriented working style, combined with her enthusiasm for learning and strong communication skills, make her a valuable asset to the NFA team. She is motivated by her family’s support and is focused on developing her leadership skills and building a strong foundation for a future career in business operations or management.
Outside of work, Mackenzie enjoys attending concerts, spending time with friends and family, cooking new recipes, and hanging out with her dog. She believes in staying flexible, collaborative, and always rooted in the values that matter most.
Marissa leads the firm’s marketing efforts, including social media management, campaigns, community outreach and branding. She also plays a key role in coordinating NFA’s two annual events alongside Lauren Wheeler. In addition to marketing, Marissa oversees group benefits for business clients and supports the life insurance team as needed. Holding a BBA in Management from Angelo State University and a Texas Life & Health Insurance License, she blends her marketing expertise with deep knowledge of insurance to enhance NFA’s outreach and client support.
Since joining NFA three years ago, she has evolved from an administrative assistant to managing both the health insurance division and the firm’s marketing efforts, showcasing the firm’s commitment to career growth and internal development. Marissa has led several key initiatives at NFA in expanding the firm’s digital presence. She played a crucial role in transitioning the firm’s health insurance division into a more prominent service offering.
What drew Marissa to NFA was its strong emphasis on family and faith, values that deeply resonate with her. She enjoys working with colleagues to leverage their strengths in projects and appreciates having the creative freedom to develop new ideas. She finds motivation in her husband, family, and the clients she serves, knowing that her work has a direct impact on their success. Inspired by her grandfather’s wisdom—“Do your best, and then a little bit more”—she maintains a strong work ethic and commitment to excellence in everything she does.
Outside of work, Marissa enjoys traveling, attending concerts, watching sports with her husband Eli, and playing golf (even if she jokes about not being great at it!). Her grandmother’s advice, “You pray for me, I’ll pray for you,” has always stayed with her, reinforcing the importance of faith, family, and supporting others—values she proudly brings into her work at NFA.
Savannah Forster is a financial advisor passionate about making wealth management more human, understandable, and empowering, especially for those who haven’t always felt included in the financial conversation. She specializes in financial planning and wealth management, with a focus on retirement planning, estate planning, and risk management services.
At NFA, Savannah works closely with individuals, families, and small business owners to create customized strategies that align financial goals with personal values. Whether clients are preparing for retirement, managing an inheritance, or navigating a career change, she helps simplify the complex and builds plans that support long-term security and confidence.
What sets Savannah’s approach apart is her commitment to being a fiduciary and a relationship-first planner. She listens closely, explains clearly, and designs financial strategies tailored to real lives, not idealized versions. Her “set it and forget it” mindset helps clients manage the day-to-day with ease, allowing them to focus on what truly matters: family, health, and enjoying the life they’re working hard to build.
Savannah holds a B.S. in Business Administration with a Finance concentration from Samford University, along with Series 7, Series 66, and Life & Health licenses. Her background includes advanced planning roles and close collaboration with estate planning attorneys, shaping her perspective on tax-efficient strategies, retirement tax planning, and intergenerational wealth transfer.
Outside of work, Savannah enjoys reading, experimenting in the kitchen, and exploring San Antonio with her family.
For those seeking financial advisory services grounded in compassion, clarity, and competence, Savannah Forster offers trusted guidance and partnership to help clients move forward confidently.
Taylor Sweet, a 2022 graduate with a B.A. in Psychology from the University of Texas at San Antonio, embarked on a dynamic professional journey that seamlessly combined a diverse range of experiences. From call center operations and IT roles to dispatching for a medical and courier company, Taylor’s early career was marked by a commitment to delivering impeccable customer service. This multifaceted background laid the groundwork for Taylor’s transition into the financial industry, bringing a unique perspective to the world of business relations.
Currently serving as a Business Relationship Manager at National Financial Alliance, Taylor navigates the intricate landscape of administrative back-office work while providing elevated customer service for both advisors and clients. Taylor’s role demands meticulous attention to detail, effective communication, and the ability to streamline processes to ensure the smooth functioning of the financial advisory team. Despite being relatively new to the industry, Taylor’s strong work ethic and ambition to learn have facilitated a rapid understanding of financial jargon and processes, making them an invaluable asset to the team.
Beyond the professional realm, Taylor Sweet is a well-rounded individual with a passion for reading, drawing, and gaming. Taylor Sweet’s journey is characterized by a fusion of educational depth in psychology, diverse professional experiences, and a relentless pursuit of excellence in the financial industry. As a Business Relationship Manager, Taylor’s commitment to nurturing relationships and embracing continuous growth positions her as a rising star within National Financial Alliance.