Chris Heerlein, a Texas native, is Partner at Reap Financial and Founder of REAP Private Client Group (RPCG), a family practice that helps private business owners, top-level executives and affluent individuals create, transition, preserve and grow their wealth over generations. RPCG serves corporate and private clients, offering objective financial and investment advice, advanced tax planning, business succession planning, and exceptional service that creates generational relationships built on trust. Affluent families and individuals look to Chris and his team of Advisers to empower them by providing Organization, Accountability, Objectivity, Proactivity, Education, and Partnership.
Chris Heerlein lives in Austin, TX with his wife Hannah and three children, Evangeline, Paloma and Christopher. Chris is an active supporter of numerous charitable endeavors and an accomplished musician.
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 ten years experience in the financial planning industry, Justin holds Series 7, 63 and 66 security licenses as well as life insurance and annuity licenses.
With over ten 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
Alaina was born and raised in Georgia and moved to Austin after a couple of years in Charlotte. Alaina assists Chris Heerlein in all steps of the planning process and assisting clients. She loves staying active and being around water. On weekends, you can find Alaina enjoying the amazing food and music Austin has to offer.
Texas Department of Insurance License Number: 2426832
ADDITIONAL STAFF MEMBERS
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.