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Reagan Helfand

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Reagan Helfand

VP OF CLIENT ACCOUNTS & WEALTH MANAGER

Reagan is dedicated to helping people make smart financial decisions and plan for success. Reagan is responsible for providing new and existing clients with exceptional service related to the areas of retirement planning, office meetings, financial accounts and business processing. With a delightful demeanor, she interacts directly with clients to understand their needs and goals. With her expertise in investments, insurance and overall financial planning, Reagan is committed to making the road to financial success a reality for the individuals and families we serve.

With over 16 years of experience in the financial services industry, Reagan is a licensed Investment Advisor Representative and holds a Life and Health Insurance License with the State of Texas.

Reagan holds a degree from the University of Texas at Austin. She is an avid Longhorn and an overall sports enthusiast. She enjoys spending time with her husband and daughter. She lives for live music, great food and fun with her friends and family.

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