Reagan Helfand

Reagan joined Oakwell at the end of October 2024, bringing over 20 years of experience in the financial industry. Having successfully managed her own practice for many years, she found herself missing the camaraderie of a team environment. This realization, combined with her passion for collaboration, made Oakwell a natural fit.
 

A proud native of small-town Texas, Reagan’s vibrant personality led her to the University of Texas at Austin, where she developed deep roots in the local culture. Reagan holds the Retirement Income Certified Professional (RICP) designation, along with numerous securities licenses and state insurance credentials, equipping her with the expertise to navigate a variety of financial situations. Her favorite aspect of her career is the opportunity to educate and empower clients through clear, thoughtful explanations and years of experience.
 

In her role as Financial Planning Coordinator, Reagan focuses on enhancing team organization and efficiency while ensuring that every Oakwell client experiences a smooth and enjoyable path toward financial success and happiness.
 

Outside of Oakwell, Reagan and her husband, Jason, along with their 15-year-old daughter, Mallie, can often be found watching sports, visiting their family’s lake house in East Texas for some wake surfing, or enjoying a good back porch sit. A passionate reader, Reagan typically has five books going at once, and she also dedicates time to teaching as a fitness instructor at Pure Barre.
 

Reagan is thrilled to bring her skills and enthusiasm to the Oakwell family, and she looks forward to making a meaningful impact for both her team and clients.