Jessica Llanas
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 […]
Joslin Burr
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, […]
Jessica Alvarez
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 […]
Beth Hodo
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) […]
Marissa Vega
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 […]
Mackenzie Mendoza
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 […]
Savannah Forster
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, […]
Brandy Barela
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 […]
Taylor Sweet
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 […]
Coby Huerta
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, […]