Meet The Team
The team behind REAP Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Chris Heerlein is a partner at REAP Financial, a Registered Investment Adviser firm. As an Investment Adviser Representative, Chris works with families and individuals at all stages of life, from those already enjoying retirement to those nearing retirement or preparing to retire in 10 to 30 years. He believes it is never too early to start planning and saving, and he has the tools to help guide clients and their families to financial success.
As a fiduciary adviser, Chris strives to add integrity in his long-term relationships with clients, while exhibiting the highest standards of service and performance.
Chris is dedicated to informing the public of financial guidance that could help them live more financially secure futures. He is an Amazon best-selling author of “Money Won't Buy Happiness But Time To Find It.” Additionally, Chris hosts “Retire Ready with REAP Financial” weekly on KXAN News Channel 36 to discuss useful tips and tools to help listeners prepare for retirement in today's financial climate. He also co-hosts “Retire Ready” live on the radio every weekend on News Radio KLBJ 99.7 FM and 590 AM.
Chris works as a columnist in prominent finance and business outlets, including Kiplinger personal finance magazine, Fortune, Money magazine, Bloomberg Businessweek and U.S. News & World Report.
Chris is an active part of the planning and finance community and is a member of National Ethics Bureau (NEA), Better Business Bureau (BBB), American Association of Independent Advisers (AAIA) and the Financial Planning Association (FPA).
Texas Department of Insurance License Number: 1720516
As founder and president of REAP Financial, Sandra Newman is passionate about helping families reach their retirement goals and achieving financial confidence and independence in retirement.
Sandra entered the financial services industry in 1989. She founded REAP Financial in 2007 to help residents in her community of central Texas focus more on the importance of retirement planning.
Sandra earned the acclaimed Chartered Retirement Planning Counselor (CRPC) in 2007. She understands her role as a Chartered Retirement Planning Counselor to coach clients through the financial decisions they face in their new adventure of retirement. She’s honored to have been recognized in the industry for her dedication to her clients. She was named Texas Monthly’s Five Star, Best in Client Satisfaction: Wealth Managers for eight consecutive years since 2008.
A Texas resident for over 30 years, Sandra and her husband, Jeff, have four children and five exceptional grandchildren.
Texas Department of Insurance License Number: 660028
Hannah Heerlein Co-Founder
Hannah Heerlein runs the day-to-day operations at REAP Financial, from overseeing new business processing, servicing and marketing to working one-on-one with clients and effectively providing superior customer support. Hannah offers professionalism and a personal commitment to seeing clients through the entire investment process, from managing the initial transfer of funds to administrating various investment directives.
Hannah has been licensed with the Texas Department of Insurance since 2004 and is an Investment Adviser Representative registered in the state of Texas. She also earned her Chartered Retirement Planning Counselor designation in 2008. With a dedication to becoming an expert in her field, Hannah is continually involved in researching the latest advancements and trends in all areas of financial planning and retirement preparation.
Texas Department of Insurance License Number: 1369639
As an adviser with REAP Financial, Leah Wheless exhibits an excellent level of commitment to helping families reach and maintain their financial goals. Leah has worked in the financial services industry for over a decade and is focused on helping others live out the retirements of their dreams. With each family she assists, Leah offers a personal commitment to ensure the transition to retirement can be made confidently.
Leah is a native of Kentucky, but got to Texas as fast as she could. Leah lives in Austin with her two feisty Schnauzers, Diva and Lexi.
Texas Department of Insurance License Number: 1186489
With over 10 years’ experience in the financial planning industry, Chris is committed to providing superior client service by assisting clients with their financial needs. He holds his life, accident and health insurance license in the state of Texas as well as has passed the FINRA Series 65 securities exam.
Chris is Texas born and raised. He grew up in the small town of Shiner, Texas, and has been in Austin since 2002. In his spare time, he enjoys college football, live music, karaoke, trying new local restaurants and traveling.
Texas Department of Insurance License Number: 1438865
ADDITIONAL STAFF MEMBERS
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