In this episode of The Refinery Podcast, Rick Burris sits down with Reagan Wagner, CEO of NFA, for a practical and thought-provoking conversation on financial literacy, leadership, and long-term planning. Reagan shares his journey from the corporate world into wealth management, how he helped build NFA into a multi-billion-dollar firm, and why servant leadership, communication, and consistency are still the foundations of lasting success.
Together, they explore the financial blind spots many entrepreneurs face, the importance of aligning business and personal goals, and why real planning goes far beyond investments alone. Reagan also unpacks succession planning, continuity, retirement purpose, and the mindset shifts people need to make wise financial decisions in a fast-changing world. This episode is a grounded look at building wealth with integrity—and building a life that actually supports what matters most.
Website: https://tnfa.net/
Guest Social Media Links: https://www.linkedin.com/company/nationalfinancialalliance
https://www.facebook.com/TheNationalFinancialAlliance/
https://www.youtube.com/@NationalFinancialAlliance
Guest Bio:
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, 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 Strategic Financial Concepts, 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.
Key Thought / Message Guest Wants to Share: Financial Literacy
