Reagan joined WMA in 2014 as a financial advisor. He brings over a decade of experience in the financial services industry to his role as vice president at WMA. Reagan provides extended financial planning beyond investment analysis by combining his expertise in Social Security optimization, insurance and annuity investment vehicles, and company retirement plans to provide a comprehensive investment strategy for clients. Reagan holds a Bachelor’s degree in Economics from Rutgers University, where he met his wife, Courtney. Together, they lead an active and fun-filled life with their children.