Reagan Wagner
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 […]
Kristen Wagner
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, […]
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, […]
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, […]
Ryan J. Bubela
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 […]
Kent Boatwright
Kent graduated from the University of Texas at San Antonio in December 2012 with a BBA in Finance. He started his career in the Property and Casualty Insurance Industry working as a broker/underwriter. After five years in the field he took the opportunity to pursue a career in the Financial Services industry. One of his […]
Robert Bruns
Robert grew up in the Houston area where he spent much of his youth working on his Grandparent’s farm, developing a strong work ethic and love of the outdoors. Robert graduated from Sam Houston State University in Huntsville, Texas with a BBA/Finance degree. Following graduation, he worked in the oil & gas industry for two […]
Rick Tarbell
Over 30 years of experience helping investors with their financial goals. BBA Degree, University of Iowa, 1980 BUSINESS PHILOSOPHY I believe it is my responsibility to help my clients make informed decisions that will move them toward the financial independence they desire. I strive to achieve this by providing them a better understanding of their […]