Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Justin S

Series 63, Series 66

Georgetown, TX

REAP Financial Group, LLC

Justin Saffle is a financial advisor with REAP Financial Group, LLC in Georgetown, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank before joining REAP Group in 2019. Outside of advisory work, Saffle is also an insurance agent involved in life insurance and fixed annuity sales through Reap Insurance Group, LLC. REAP Financial Group provides investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, and trusts. The firm manages discretionary assets using model portfolios implemented via selected sub-advisors while also offering comprehensive planning and educational resources to support client decision-making.

Wealth management Private / alternative investments
user avatar
firm logo

Hannah H

Series 65

Georgetown, TX

REAP Financial Group, LLC

Hannah Heerlein is a Series 65-licensed financial advisor with REAP Financial Group, LLC, based in Georgetown, TX. She has 16 years of industry experience, including over 19 years affiliated with firms within the REAP network since 2007. Outside of her advisory role, she is involved in insurance sales as an agent with Reap Insurance Group and serves as a director for Marigold Incorporated Cell, Inc., a captive insurance company. She also participates in education and research related to solar and renewable energy through Reap Solara Ventures, LLC. REAP Financial Group provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary assets, utilizing model portfolios implemented through sub-advisors while offering comprehensive financial planning and retirement education.

Wealth management Private / alternative investments
user avatar
firm logo

Leah N

Series 65

Georgetown, TX

REAP Financial Group, LLC

Leah Newman is a financial advisor at REAP Financial Group, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Allied Wealth Management and REAP Group, LLC. In addition to her advisory role, she is an insurance agent involved in life insurance sales and fixed annuities through Reap Insurance Group, LLC. REAP Financial Group, LLC provides investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented by selected sub-advisors while maintaining oversight and reallocation responsibilities.

Wealth management Private / alternative investments
user avatar
firm logo

Mariah H

Series 63, Series 65

Georgetown, TX

REAP Financial Group, LLC

Mariah Holmes is a financial advisor at REAP Financial Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYlife Securities LLC and New York Life Insurance Company. In addition to her advisory role, she is an insurance agent at Reap Insurance Group, LLC, where she sells fixed annuities and life insurance. REAP Financial Group serves individuals, high-net-worth clients, and trusts, providing investment management, financial planning, and consulting services. The firm manages approximately $648 million in discretionary assets and employs sub-advisors to implement model portfolios, while also offering educational resources for retirement and rollover decisions.

Wealth management Private / alternative investments
user avatar
firm logo

Christopher H

Series 63, Series 65

Georgetown, TX

REAP Financial Group, LLC

Christopher Hundl is a financial advisor at REAP Financial Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and Financial Integrated Solutions, LLC. In addition to his advisory role, Hundl is an insurance agent with Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. REAP Financial Group, LLC provides investment management, financial planning, and consulting primarily to individuals, high-net-worth individuals, and trusts. The firm manages approximately $648 million in discretionary client assets and utilizes model portfolios implemented through selected sub-advisors while maintaining oversight and reallocation authority.

Wealth management Private / alternative investments
user avatar
firm logo

Christopher H

Series 65

Georgetown, TX

REAP Financial Group, LLC

Christopher Heerlein is a Series 65-licensed advisor at REAP Financial Group, LLC with 10 years of industry experience. He has been with REAP Financial Group since 2013 and is also an insurance agent at Reap Insurance Group, LLC, where he sells fixed annuities and life insurance. Heerlein serves as a director of Marigold Incorporated Cell, Inc., providing insurance products, and is involved with Reap Solara Ventures, LLC, focusing on education and research in solar and renewable energy. REAP Financial Group, LLC offers investment management, financial planning, and consulting services primarily to individuals, high-net-worth individuals, and trusts. The firm manages discretionary assets using model portfolios implemented through sub-advisors and provides financial planning with an educational approach toward client decision-making.

Wealth management Private / alternative investments
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")