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 team dedicated to delivering strategic, protection-first planning to medical and dental professionals at every stage of their career.
The son of a pharmacist and pharmacy owner, Reagan understands both the heart of patient care and the complexity of running a business. He brings that same balance of compassion and strategy to his work with clients — especially those navigating the demands of private practice, income growth, and business transitions.
Reagan holds the Chartered Financial Consultant® (ChFC), Certified Life Underwriter® (CLU), and Certified Exit Planner™ (CExP) designations and specializes in helping practice owners protect what they’ve built, create wealth tax efficiently, and plan confidently for the future.
Reagan actively gives back to his community and church. He is the Immediate Past Chairman of The McCallie School Alumni Association's Atlanta Chapter and is actively involved with Watkinsville First Baptist Church.
Reagan and his wife, Julia, live in Athens, Georgia with their two daughters, Leighton and Elle. Reagan enjoys traveling, playing golf, skiing, and of course, Georgia football.
Education, Training, Memberships
- Business Enterprise Institute, Certified Exit Planner (CExPTM), 2021
- The American College, Chartered Life Underwriter (CLU®), 2019
- The American College, Chartered Financial Consultant (ChFC®), 2015
- Licensed Registered Representative and Financial Advisor with Park Avenue Securities, LLC (PAS)
- National Association of Insurance and Financial Advisors (NAIFA), Georgia Chapter – Board Member – 10th Congressional District Chair
- University of Georgia, Bachelor of Business Administration in Real Estate, 2003
- Business Enterprise Institute Member
Recognition
- Forbes "Best-in-State" Financial Security Professional, 2024 and 2025*
- Five Star Wealth Manager award recipient 2023**
- NAIFA-Atlanta “Who's Who” 2022-2024***
- NAIFA-Atlanta “Top Advisors Under 40”, 2014-2021***
Ashford Advisors and Guardian Awards
- President's Council Qualifier 2022
- Executive Club Qualifier, 2022
- Leaders Club Qualifier, 2020-2024
- Guardian DI Inner Circle, 2017
- Guardian Next Generation DI Inner Circle, 2014
- Ashford Advisors’ Ed Mattingly Award for New Associate of the Year, 2012
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #15783316.
*This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2025 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. **This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager Award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award. ***National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee.