CA Insurance License #4053024. Resident State: IA.

CA Insurance License #4053025. Resident State: IA

As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER® professional, I work with my clients to develop and implement strategies for building and preserving wealth to realize their life goals. I listen to my client’s need and provide targeted, comprehensive financial advice and guidance — delivered with the highest level of professional service and integrity. Additionally, my clients will have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. 

I have been in the financial services industry for 18 years. I worked as a Wealth Advisor for four years with McGladrey & Pullen, a CPA Firm, in both Minneapolis and Southern California regions as well as Principal Financial Group in Des Moines, IA prior to joining Wells Fargo Advisors. My office was located downtown Los Angeles within the Wells Fargo Private Bank location until my family relocated to Des Moines, IA in 2018. I now work with clients across the nation to help them achieve their goals for their families. I graduated with Honors and Distinction from the University Of Iowa Henry B. Tippie College Of Business with degrees in Finance and Management. I am a member of the Financial Planning Association and International Beta Gamma Sigma Honor’s Society. I have been included in Working Mother Magazine Forbes Top Wealth Advisor Moms list in 2019 and 2020, 2024 Top Women Wealth Advisors Best-in-State list, 2024 Forbes Best-in-State Wealth Management Teams, as well as Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State.

With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the College for Financial Planning. For this designation I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. In addition, I hold FINRA Series 7 and 66 securities registrations and am licensed in life and variable insurance.

My life mission is to work with my clients to plan for their financial future. And my commitment to others doesn’t end there, as I am also an active member of the local community. I volunteer both downtown Los Angeles and downtown Des Moines shelters and women’s outreach programs, specifically focusing on bringing hope and joy to children experiencing homelessness. I am also actively involved in our church and the local school district. Away from the office, I enjoy spending time with my daughters, being outdoors, doing CrossFit and traveling to visit family. My husband and I live in the Waukee area with our 11 year old daughter Prisais , 8 year old daughter Freya, and 3 year old son Azariah. 

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.


2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Workingmother.com). 2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2023 Wells Fargo Advisors. All rights reserved. 

 

CA Insurance License #0H79388. Resident State: IA

Reagan meets various service requests for clients, including opening accounts, managing client paperwork, handling scheduling appointments for new and existing clients, and executing certain securities trades.  Prior to joining Wells Fargo Advisors, Reagan spent 11 years at DeWaay Capital Management as a Sales Assistant and Customer Service Manager, where she managed a team of up to 20 registered Sales Assistants and support staff.  

In addition to her 16 years in the financial services industry, Reagan brings more than two decades of customer service experience and knowledge to her role, and she holds the FINRA Series 6, 7, 63, 66, 24 registrations, as well as a Life Insurance license.  

Outside the office, Reagan enjoys spending time with her daughter, Chelsea, and her two dachshunds, Peanut and Lucy Lu. She also likes knitting, crafting, reading and working puzzles. In addition, Reagan is a volunteer with several charitable groups, including Orchard Place, National Alliance on Mental Illness (NAMI), Second Chance Dog Rescue and Meals from the Heartland