Tracey has been an associate with National Financial Alliance since October 23, 2000. She came to us with 13 years of experience in the corporate field. Tracey focuses on being the liaison between agents and insurance carriers. Her responsibilities are, but not limited to: assisting agents in submitting and tracking new business, training and instructing agents on how to run quotes, training agents on navigation for the online venues for numerous carriers, and managing agent commissions on the life side of the business. She has excellent communication skills and enjoys assisting agents in growing their business.
Our experienced full-time staff is deeply committed to helping our Institutions and advisors by providing an unsurpassed level of service and communication. Our dedication to having a high level of service is invaluable to both our Institutions and advisors alike. We have created an environment for our support team that is supportive and encouraging for professional and personal growth. This enables them to provide the concierge level of service our institutions and advisors expect and deserve.
Director of Insurance,
Strategic Financial Concepts, LLC,
National Financial Alliance, LLC
Private Client Administrator / Life, P&C, Surplus Line Agent
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.
Advisor Transition Specialist
Cindi Bechtold is an Advisor Transition Coordinator for NFA/SFC and works with new advisors transitioning their accounts over to our firm. Cindi has worked in the Financial Services industry for over 20 years and was VP, Operations/Office Manager for an independent broker dealer.
Cindi manages the day-to-day office operations and staff, implementing creative business solutions and exceptional customer service. As VP of Operations, Ms. Bechtold was instrumental in implementing processes and procedures to provide proficiency in strategic planning, compliance, accounting, operations, and communication to the advisors.
Cindi and her husband have two sons and they own and operate a small HVAC business in Bismarck ND
CEO, President and Managing Principal
Reagan graduated from St. Mary's University in San Antonio, Texas with a Bachelor of Science in biology and a minor in chemistry. Following graduation, Reagan worked as a project leader for the environmental department of a large corporate chain in San Antonio from 1997 to 2004. In 2007, he partnered with his father, Bob Wagner, and long-time friend Joel Swinehart to create National Financial Alliance, LLC.
Reagan is also CEO and managing principal of Strategic Financial Concepts, LLC, a Registered Investment Advisory firm where he holds his Series 65 license. He holds his Life and Health Insurance licenses along with his Series 6, 7, 63 and 24 licenses with LPL Financial. Reagan's financial practice is a goals-based practice focused on estate and wealth planning for clients with a net worth of $5 million or more.
Reagan has been married since 1999 to the love of his life, Deborah. They have three wonderful children: Rylan, Robert, and Addison. They are actively involved in the community through sports, 4H, boy scouts and their local church.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.
Chief Operating Officer and Partner
Kristen graduated from Southwest Texas State University in 2003 with a Bachelor of Business Administration degree in finance, Magna Cum Laude. She holds her Life and Health Insurance license with National Financial Alliance (NFA). She holds her Series 6, 7, 63, and 24 licenses with LPL Financial. She holds her Series 65 registration with Strategic Financial Concepts, LLC (SFC). Kristen became partner of NFA and SFC in 2016.
Kristen joined the firm in 2004 where she worked as an advisor for the organization, in the education and family market. In 2007, she accepted the role of director of operations for Strategic Financial Concepts, LLC - our RIA firm. She accepted the role of Chief Operating Officer in 2010, where she currently oversees all four operational divisions. She is constantly providing education and knowledge to the staff to help them excel with our firm. Her goal is to continue growing NFA Wealth Management, NFA Institutional Services and Strategic Financial Concepts divisions.
Kristen married Brian Wagner in 2009. Together they are very active in the San Antonio community. In August 2012, Kristen and Brian welcomed a son, Dylan Scott Wagner.
ROBERT (BOB) WAGNER
Vice President of Finance and Insurance Operations
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 service 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 pursue them.
Robert married his high school sweetheart, Garnett, on May 31, 1969. They have three children and seven grandchildren.
RYAN J. BUBELA
CERTIFIED FINANCIAL PLANNER™
Founder of Bubela Wealth Management
Program Manager of the Wealth Management division of Capitol Credit Union
Program Manager of PrimeWay Investment Resources
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 as well as PrimeWay Investment Resources in Houston, 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 loves spending time with his wife, Lisa, and their two sons. He is an avid runner and martial artist, a volunteer coach at the YMCA of Greater Williamson County, and a volunteer for the Boy Scouts of America.
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Awards & Certifications
CERTIFIED FINANCIAL PLANNER™ professional
Certified Fund Specialist® (CFS®)
Certified Estate and Trust Specialist™ (CES™)
5-Star Wealth Manager Award Recipient (Multi-year)*
Series 7 registration held with LPL Financial and 66 registration held with Strategic Financial Concepts and LPL Financial
Texas Life, Health, Accident, and Long-Term Care Insurance Licensed
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014/2015/2016/2017/2018 Five Star Wealth Managers.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts, LLC (SFC), a registered investment advisor. Bubela Wealth Management, Wealth Management division of Capitol Credit Union, Capitol Credit Union, and LPL
To learn more about Ryan and Bubela Wealth Management, click here
STEVE ROMANO, CEP®, AIF®
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 Strategic Financial Concepts) 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-understand action steps.
Since 1994, Steve and his wife have resided in Edmond with their four children, where they enjoy being actively involved in their church and community.
Rebecca began her career in the Financial Services Industry over 26 years ago after graduating from the University of Louisiana – Shreveport with a bachelor’s in business administration and minors in Accounting and Economics. She holds her Series 7, Series 66 registration as well as Life and Health Insurance license.
Rebecca has always had a passion for helping business owners and individuals fully understand the gaps in the areas of their planning process. She believes the financial advisor should work as the financial quarterback for each client engaging other specialists such as the CPA, attorneys, and other advisors to fully implement the plan, in order that it flows without gaps, in every area of your life. She enjoys working with motivated people who realize that planning for the future is far too serious to handle on their own. She brings the holistic approach to financial and estate planning, business strategy, by addressing areas of concern, educating clients and bringing all their needs and desires into the planning process. The ultimate goal is to accumulate, protect and preserve their net worth. She is committed to providing her clients with the guidance and consistent service needed in developing, implementing and maintaining a comprehensive business and individual strategy. Rebecca is involved in many charitable and civic organizations throughout her local community as well with her local church.
Wealth Advisor, NFA Wealth Management
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 years until he found an opportunity to pursue his passion for investments & planning and joined a Fortune 500 asset management firm in 1998. It was here Robert began his career as a regional investment consultant working with independent advisors across the mid-west. In 2005, Robert studied at the Wharton School of Business in Philadelphia, PA where he achieved his Certified Investment Management Analyst (CIMA) Designation. In 2010, Robert left the asset management firm and joined LPL Financial, to follow his dream of helping people plan for and invest in their future. Robert’s financial practice is a consultative and goals-based practice focused on estate, business, & wealth planning.
In addition, Robert is a Veteran of the United States Army, Board member of the Katy Family YMCA, member of the LIONS Club in Hallettsville, Texas, KISD “Partners In Education”, & Life Member of the Houston Livestock Show & Rodeo.
Robert married the love of his life, Melanie, in 1994 and currently reside in Katy, Texas where they are raising their three wonderful children, Catherine, Daniel, and Amelia.
ZACHARY JONES, AIF®
FIS Business Relationship Manager
Zac has worked in the financial industry since 2005, assisting both personal and commercial clients with a wide range of services - this experience allows him to serve our clients in a holistic way. Over the years, Zac has helped countless individuals and businesses work toward their financial goals. He understands that everyone has different objectives, so he does all he can to help our clients live and work with intentionality. Without fail, Zac will help our clients through a caring, compassionate relationship that seeks to improve their lives.
Director of Operations / Private Client Coordinator
Leah currently works as a liaison for high net worth clients. She reports directly to the president and CEO, and provides executive support in a one-on-one working relationship. Leah assists with maintaining financial plans for high net worth clients and plays a key role in managing and maintaining relationships with internal and external clients. Leah also serves as the primary point of contact for internal and external constituencies on all matters pertaining to NFA.
ADAM STRASESKE, CMT
Adam Straseske has served in the financial services industry for over a dozen years. He leverages his experience to add value to NFA Wealth Management, LLC and Strategic Financial Concepts, LLC as a compliance officer for numerous states. In this role, he is one of the senior compliance officers with duties including reviewing records, services and investment recommendations by the fee based and broker based financial advisors.
He started at Morgan Stanley Dean Witter and shortly thereafter went independent. Adam’s focus at Texas Private Asset Management is portfolio management and option strategies; He loves seeing a plan come together. Adam has earned his Chartered Market Technician designation and is a member of the Market Technicians Association and various civic clubs.
Adam has been married to his wife, Tina, for a short decade and they have two sons, Jack and Ryan. The family is active in their local church and on weekends you can find them spending time together.
Director of Business Development
Debbie has more than 25 years of experience in the financial services industry, serving in various capacities. In her current position she establishes new relationships with non-affiliated financial institutions and has oversight for transition, implementation, recruiting and training. She and her team continue to provide insight on how to successfully manage and support an investment program from the top down. She has provided in-depth value by helping manage some of the biggest challenges facing community financial institutions today.
Client Service Associate
Associate Case Designer
Brad graduated from Texas Tech University in 2017 with a Bachelor of Science in personal financial planning, an industry leading and Certified Financial Planning (CFP) Program. He is involved in client management, administering the client management system, maintaining files, rebalancing accounts, building plans, running performance reports and assisting the managing principals and COO. He assists with administrative tasks while working towards the certifications needed to serve clients. Brad is also working toward his CFP.
Buisness Relationship Manager
Belinda was born and raised in San Antonio, Texas. She graduated from South San High School and attended Palo Alto College. Belinda joined National Financial Alliance in June 2016. Her duties include, but are not limited to: assisting clients and advisors with their program needs, meeting with clients and advisors to help complete documentation and being a knowledgeable resource for both clients and advisors. She is eager to help and always strives for customer service excellence.
Nichole joined The National Financial Alliance in September of 2017. At The NFA Corporate Office, Nichole is one of the administrative assistants. Nichole's job duties include being a liaison between clients and advisors, assisting with corporate event planning and day to day office responsibilities. She handles anything that clients and advisors may need assistance with.
Ashlea is currently attending the University of Texas at San Antonio. At UTSA she is working to complete a Bachelor of Arts in special education, with a minor in psychology. Ashlea joined National Financial Alliance in June of 2015. Her duties include: preparing client reviews, paying commissions, composing quarterly reports, assisting Leah with high net-worth clients, filing corporate documents, handling client agreements and answering phones.
Wesley graduated from Luling High School in 1990. He attended Southwest Texas State University in San Marcos, Texas where he graduated with a bachelor's degree in animal science. Wes joined National Financial Alliance in 2012 as an administrative assistant. Wesley's duties include: assisting with life insurance quotes and applications, filing corporate documents and assisting the COO.