With a strong background in risk management and process improvement, Beth leads initiatives that strengthen billing systems, streamline internal workflows, and implement effective solutions across departments. She successfully launched AdvisorBOB, NFA’s billing software, which significantly improved financial and portfolio management processes. Beth has also developed and introduced key operational workflows and Standard Operating Procedures (SOPs) that support advisor succession planning, client account administration, and investment portfolio oversight.

As Operations Team Lead, Beth drives initiatives that improve team performance, staff engagement, and advisor retention. She leads performance check-ins, implements task review systems, and collaborates across departments to strengthen operational workflows. Beth enhances advisor engagement through targeted outreach, resource integration, and program optimization. She also plays a key role in SOP development, cross-functional collaboration, and quarterly staff planning to ensure operational efficiency and scalable growth.

Beth holds a Bachelor of Science in Communication Disorders from Texas State University. Before transitioning into the financial services industry, she gained hands-on experience in managing operations, controlling budgets, and leading teams through her role in food and beverage management within the hospitality sector.

Outside of the office, Beth enjoys traveling, spending time with loved ones, and searching for the perfect spicy margarita. She’s a certified Pilates instructor and 200-hour yoga teacher with a passion for movement, mindfulness, and overall well-being. She’s also an avid reader and proud dachshund owner—often found unwinding with a good book and her wiener dog by her side. Her personal mantra is: “Reflect on how far you have come and keep fighting for who you want to be.” Beth looks forward to continuing to grow her impact and leadership at one of the top wealth management firms.

Brandy Barela specializes in account maintenance, financial planning, and advisor support. She plays a key role in establishing new accounts, managing 401(k)s, and assisting with death claims. As a Financial Paraplanner Qualified Professional (FPQP®), she ensures that advisors and clients receive seamless account management and financial planning support, helping to create a smooth and efficient workflow within NFA.

Brandy joined NFA six years ago, bringing a background in financial services. A strong believer in continuous learning, Brandy is committed to expanding her knowledge of advisor platforms and systems to better assist her team. Her positive attitude and energetic work style make her an asset to both the advisors she supports and to the firm as a whole. She thrives in NFA’s collaborative environment, appreciating the opportunity to solve problems, grow professionally, and contribute to the firm’s success.

Outside of work, Brandy enjoys watching her daughter play softball and spending time reading. Her professional mantra is “Eighty percent of success is showing up.” Brandy looks forward to enhancing her expertise, supporting her advisors more effectively, and contributing to NFA’s mission of providing exceptional service.

Caleb Hesseltine is a Premier Service Associate at NFA Wealth Management, where he specializes in client services and relationship management for the firm’s Premier Service clients. In his role, Caleb supports Reagan Wagner directly, while also collaborating with the Premier Wealth Management (PWM) team to prepare comprehensive financial plans, perform investment analyses, and ensure a high-touch client experience.

Caleb graduated from the University of Texas at San Antonio with a bachelor’s degree in finance and holds his Life & Health Insurance license. His attention to detail, analytical mindset, and commitment to service make him a strong asset to NFA’s mission of helping clients achieve financial clarity and long-term success.

Before transitioning into his current role, Caleb began his journey at NFA as an intern, where he assisted with insurance processing, portfolio modeling, and market research to support client-specific investment strategies. His professional growth reflects his deep passion for the wealth management and financial advisory industry.

Caleb is a firm believer in NFA’s core values, the Five F’s: Faith, Family, Finance, Fitness, and Fun. He brings an energetic, solution-focused mindset to every client interaction. He’s excited to contribute to the firm’s future while building a long-term career in financial services.

Outside of work, Caleb enjoys spending time with family and friends, playing golf, hunting, fishing, and watching or participating in sports activities. His personal mantra is: “Whatever you do in life, do it with intent and full effort.” A recent college graduate, Caleb looks forward to earning additional licenses and certifications that will allow him to serve clients more holistically in their financial journeys.

Coby Huerta is a Junior Financial Advisor at NFA, where he specializes in financial planning, wealth management, and investment portfolio management. Coby holds a bachelor’s degree in finance from St. Edward’s University and has built a strong foundation in the financial services industry.

His career began as a non-licensed administrator for Cort Laurence, Kirk Walker, and Adam Straseske, where he spent four years (2017-2021) gaining hands-on experience in investment and financial planning. He then transitioned to Charles Schwab, working as a stockbroker for over 2.5 years (2021-2024), where he deepened his expertise in investment management firms, retirement planning services, and financial advisory services.

Since joining, Coby has played a key role in launching and optimizing NFA’s Follow Paul model for EL clients, taking the lead role in NFA’s Financial Planning program, and contributing to the firm’s Investment Model Management (IMM) program. His deep understanding of financial planning services and risk management allows him to develop tailored strategies that align with clients’ needs and long-term objectives.

Coby was drawn to NFA because of its entrepreneurial culture, fiduciary approach, and growth-oriented vision. His long-term goal is to obtain the Certified Financial Planner™ (CFP®) designation, further solidifying his expertise in retirement tax planning, estate planning services, and business tax planning.

A firm believer that “the fruit I bear is a direct reflection of who I am,” Coby approaches his work with dedication, adaptability, and a continuous improvement mindset. His mission is to enhance the financial well-being of his clients while contributing to NFA’s growth and leadership in private wealth management and investment advisory services.

Outside of work, Coby enjoys reading, outdoor activities, and attending sporting events. He recently purchased his first home, an exciting step toward learning about homeownership and financial responsibility firsthand. During college, he also had the incredible opportunity to study abroad in Scotland, an experience that broadened his perspective and adaptability.

Jessica Alvarez is a dedicated Administrative Assistant at NFA, providing office administrative support. With a Bachelor’s degree in Communication Studies and a minor in Marketing and Management, Jessica brings a strong organizational and strategic mindset to her role, ensuring efficiency in day-to-day operations.

Since joining NFA, Jessica has embraced the challenge of learning the world of finance, an industry that was entirely new to her. She was drawn to NFA’s commitment to work-life balance and family values, as well as the firm’s ambitious vision for growth. Jessica is known for her positive attitude and eagerness to learn, always approaching her work with enthusiasm and a willingness to take on new challenges.

One of the things Jessica enjoys most about NFA is the supportive and collaborative culture, where team members are always willing to help and share their expertise. She is motivated by the opportunity to expand her skills, refine her leadership abilities, and enhance her attention to detail in her role.

Outside of work, Jessica enjoys reading and exploring new restaurants, always on the lookout for exciting culinary experiences. She is also passionate about animal welfare, with a personal goal of transitioning to a vegetarian lifestyle—though her love for chicken makes it a challenge! Jessica is a firm believer in the power of a positive mindset and is interested in how meditation can enhance productivity and focus in the workplace.

Jessica Llanas is a dedicated Business Relationship Manager II at NFA, supporting Reagan Wagner, Kristen Wagner, and Bob Wagner in managing day-to-day client operations. With a strong background in customer service and financial operations, Jessica handles account maintenance, money movement requests, outside account paperwork, meeting preparation, and compliance updates. She also ensures seamless communication between clients and advisors, allowing them to focus on growing their businesses while she efficiently manages their operational needs.

With over a decade of experience in the financial industry, Jessica previously worked for American Funds in the retirement department for six years. She specialized in establishing 401(k) plan brochures, excelling in her role to the point of training new employees and evaluating their work. Seeking an opportunity to grow and advance, she joined NFA nearly four years ago, bringing her expertise and commitment to client service. She takes great pride in working for a firm that has built long-standing relationships with loyal clients, a testament to NFA’s success and reputation in the industry.

Jessica’s passion lies in helping clients navigate the complexities of financial paperwork, ensuring they fully understand the documents they are reviewing or signing. She finds fulfillment in breaking down financial jargon and making the process easier for clients, providing clarity and confidence in their financial decisions. Whether assisting a client, an advisor, or a colleague, Jessica is always available to offer support and guidance.

Beyond work, Jessica enjoys traveling—whether a quick getaway or a flight to a new destination, she cherishes the opportunity to unwind and embrace the moment. She also has a competitive streak, loving games like darts and bingo. She recently started learning the fast-paced world of bingo from her best friend and enjoys the challenge it brings.

Jessica lives by the philosophy that “everything happens for a reason” and applies this mindset to both her professional and personal life. She is a team player who thrives on collaboration and helping others succeed. Her ultimate goal is to become a licensed advisor, further expanding her ability to serve clients and contribute to NFA’s continued growth. She looks forward to growing within the firm and continuing to provide exceptional service to clients and advisors alike.

Joslin Burr is a Business Relationship Manager III and Advisor Specialist at NFA, serving as a subject matter expert (SME) for business relationship managers, advisors, and staff. With over 11 years of financial industry experience and 21 years in customer service, she specializes in advisor onboarding, training, and operational efficiency. Joslin plays a crucial role in streamlining business processes, facilitating advisor transitions, and enhancing CRM systems to improve advisor-client relationships and overall firm productivity.

In her six years at NFA, Joslin has been instrumental in leading advisor transitions, training new advisors and staff, and optimizing the firm’s CRM systems. One of her key accomplishments includes spearheading the transition from Redtail to Wealthbox CRM, ensuring a smooth migration and enhanced efficiency for advisors. Her expertise in financial operations comes from diverse roles at American Funds, IPI, and Allianz Bernstein, where she gained deep insights into client relations, retirement planning, and operational management.

Joslin thrives in creating structured onboarding experiences for new advisors, ensuring they integrate seamlessly into NFA’s culture while equipping them with the tools to succeed. She is also an AOE specialist for Premier Admin Advisors, offering advanced operational expertise to support high-level financial professionals. Her proactive approach to problem-solving and process improvement has helped advisors enhance their workflow and maximize client service.

What drew Joslin to NFA was its commitment to personalized financial guidance and ethical business practices. She values the firm’s hands-on, relationship-driven approach, which allows her to make a meaningful impact. As NFA continues to expand, Joslin is excited to contribute to its growth and innovation, leveraging her extensive experience in CRM management, business development, and financial operations. She is passionate about helping advisors succeed while continuously expanding her own expertise.

Joslin embodies NFA’s Five F’s—faith, family, finance, fitness, and fun—by fostering a collaborative and supportive work environment. She is motivated by the opportunity to positively impact advisors, streamline processes, and enhance overall business efficiency. Her professional goal is to continue developing her leadership skills and financial operations expertise, ensuring she provides exceptional value to both the company and its clients.

Outside of work, Joslin enjoys spending time with family and friends, attending concerts and comedy shows, and unwinding with moments of relaxation. She lives by the philosophy: “Reality is created by the mind; we can change our reality by changing our mind.” Her dedicated, team-oriented work style ensures she remains a driving force in NFA’s success, always stepping up to lead, support, and inspire those around her.

Mackenzie Mendoza is an Administrative Intern at NFA, where she supports daily office operations and assists multiple departments with essential administrative tasks. From filing and organizing documents to preparing reports, answering calls, and keeping the office running smoothly, Mackenzie plays a vital role in maintaining operational efficiency and team support.

Currently pursuing a Bachelor’s degree in Business Management at the University of Texas at San Antonio, Mackenzie is on track to graduate in May 2026. Before joining NFA in May 2025, she served as a Student Assistant in UTSA’s Office of the Executive Vice President for Business Affairs, where she gained valuable experience in administrative support, event planning, and front desk operations.

Mackenzie was drawn to NFA because of its core values, especially its emphasis on Faith and Family—two principles that also serve as the foundation for her personal life. She appreciates the opportunity to be part of a firm that values community, purpose, and personal growth.

In her short time with NFA, she has already found excitement in learning the behind-the-scenes process of planning major company events like the Kick-Off Conference and Mid-Year Meeting. She enjoys collaborating with the Executive Assistant team and contributing to the firm’s operations in meaningful ways.

Mackenzie’s proactive and detail-oriented working style, combined with her enthusiasm for learning and strong communication skills, make her a valuable asset to the NFA team. She is motivated by her family’s support and is focused on developing her leadership skills and building a strong foundation for a future career in business operations or management.

Outside of work, Mackenzie enjoys attending concerts, spending time with friends and family, cooking new recipes, and hanging out with her dog. She believes in staying flexible, collaborative, and always rooted in the values that matter most.

Marissa leads the firm’s marketing efforts, including social media management, campaigns, community outreach and branding. She also plays a key role in coordinating NFA’s two annual events alongside Lauren Wheeler. In addition to marketing, Marissa oversees group benefits for business clients and supports the life insurance team as needed. Holding a BBA in Management from Angelo State University and a Texas Life & Health Insurance License, she blends her marketing expertise with deep knowledge of insurance to enhance NFA’s outreach and client support.

Since joining NFA three years ago, she has evolved from an administrative assistant to managing both the health insurance division and the firm’s marketing efforts, showcasing the firm’s commitment to career growth and internal development. Marissa has led several key initiatives at NFA in expanding the firm’s digital presence. She played a crucial role in transitioning the firm’s health insurance division into a more prominent service offering.

What drew Marissa to NFA was its strong emphasis on family and faith, values that deeply resonate with her. She enjoys working with colleagues to leverage their strengths in projects and appreciates having the creative freedom to develop new ideas. She finds motivation in her husband, family, and the clients she serves, knowing that her work has a direct impact on their success. Inspired by her grandfather’s wisdom—“Do your best, and then a little bit more”—she maintains a strong work ethic and commitment to excellence in everything she does.

Outside of work, Marissa enjoys traveling, attending concerts, watching sports with her husband Eli, and playing golf (even if she jokes about not being great at it!). Her grandmother’s advice, “You pray for me, I’ll pray for you,” has always stayed with her, reinforcing the importance of faith, family, and supporting others—values she proudly brings into her work at NFA.

Savannah Forster is a financial advisor passionate about making wealth management more human, understandable, and empowering, especially for those who haven’t always felt included in the financial conversation. She specializes in financial planning and wealth management, with a focus on retirement planning, estate planning, and risk management services.

At NFA, Savannah works closely with individuals, families, and small business owners to create customized strategies that align financial goals with personal values. Whether clients are preparing for retirement, managing an inheritance, or navigating a career change, she helps simplify the complex and builds plans that support long-term security and confidence.

What sets Savannah’s approach apart is her commitment to being a fiduciary and a relationship-first planner. She listens closely, explains clearly, and designs financial strategies tailored to real lives, not idealized versions. Her “set it and forget it” mindset helps clients manage the day-to-day with ease, allowing them to focus on what truly matters: family, health, and enjoying the life they’re working hard to build.

Savannah holds a B.S. in Business Administration with a Finance concentration from Samford University, along with Series 7, Series 66, and Life & Health licenses. Her background includes advanced planning roles and close collaboration with estate planning attorneys, shaping her perspective on tax-efficient strategies, retirement tax planning, and intergenerational wealth transfer.

Outside of work, Savannah enjoys reading, experimenting in the kitchen, and exploring San Antonio with her family.

For those seeking financial advisory services grounded in compassion, clarity, and competence, Savannah Forster offers trusted guidance and partnership to help clients move forward confidently.

Taylor Sweet, a 2022 graduate with a B.A. in Psychology from the University of Texas at San Antonio, embarked on a dynamic professional journey that seamlessly combined a diverse range of experiences. From call center operations and IT roles to dispatching for a medical and courier company, Taylor’s early career was marked by a commitment to delivering impeccable customer service. This multifaceted background laid the groundwork for Taylor’s transition into the financial industry, bringing a unique perspective to the world of business relations.

Currently serving as a Business Relationship Manager at National Financial Alliance, Taylor navigates the intricate landscape of administrative back-office work while providing elevated customer service for both advisors and clients. Taylor’s role demands meticulous attention to detail, effective communication, and the ability to streamline processes to ensure the smooth functioning of the financial advisory team. Despite being relatively new to the industry, Taylor’s strong work ethic and ambition to learn have facilitated a rapid understanding of financial jargon and processes, making them an invaluable asset to the team.

Beyond the professional realm, Taylor Sweet is a well-rounded individual with a passion for reading, drawing, and gaming. Taylor Sweet’s journey is characterized by a fusion of educational depth in psychology, diverse professional experiences, and a relentless pursuit of excellence in the financial industry. As a Business Relationship Manager, Taylor’s commitment to nurturing relationships and embracing continuous growth positions her as a rising star within National Financial Alliance.