The Triage Financial Team
At Triage Financial, we don’t believe in one-size-fits-all advice — and we don’t expect one person to do it all. That’s why we’ve built a team with diverse strengths, shared values, and a unified mission: to provide doctors and dentists with comprehensive, high-touch financial guidance from training to retirement.
Every member of our team plays a specific role in supporting your financial life — whether it’s helping you secure the right disability insurance, creating a long-term strategy for wealth building, or simply making sure no detail falls through the cracks. We collaborate behind the scenes to make sure your experience is seamless, responsive, and built around what matters most to you.
We’re proud of what we do — and even more proud of the people we do it with.
Reagan Wolfe, ChFC®, CLU®, CExP™
Co-Founder/CEO
Reagan has spent the past 15 years helping physicians, dentists, and practice owners make smarter financial decisions — from residency through retirement. As the founder of Triage Financial, he leads a...
Thomas Matia
Co-Founder
thomasmatia@triage-financial.com
For over 14 years, Thomas Matia has dedicated his entire career to working with medical and dental professionals — and he’s become one of the most trusted names in the disability insurance space. His approachable style, deep expertise...
R. Bryant Moore, ChFC®, CLU®
Senior Financial Advisor
Bryant Moore works extensively with the professionals in the dental and medical community, as well as serving successful executives and entrepreneurs. Whether working with professionals or families, his strength lies in simplifying...
Thomas Yung
Financial Representative
thomas.yung@triage-financial.com
Alison Ponder
Senior Client Relations Specialist
Alison Ponder joined Reagan’s team in July 2023 as a Client Relations Specialist. She has over twenty years of experience in various administrative roles with corporate finance and healthcare technology. Alison draws her inspiration...
Julia Wolfe
Marketing Director
Julia Wolfe has over 20 years of experience in marketing, spending the last eight years working in the financial technology and financial services industry. During her time at First Data (now Fiserv), she drove content development and...
Rachel Erickson
Client Relations Manager
rachel.erickson@ashfordadvisors.net
Bryant MooreReagan WolfeAshford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a...