My name is Sandra Kay Newman. I am the Founder and President of REAP Financial Group, LLC. It is incorporated and registered with the State of Texas as an Investment Advisory Firm, one of a handful of professions that require a fiduciary responsibility for our clients. I am also licensed with the Texas Dept. of Insurance. REAP Financial is a long time member of the Austin Better Business Bureau. Because personal integrity, transparency, and trust are foundational in this business, I have voluntarily submitted to an extensive personal background check by the National Ethics Bureau.
For nearly 20 years I have been working in the Financial Services Industry, helping people reach their financial goals. For the past 7 years my practice has been focused on the specific area of Retirement Financial Planning. My clients are either already retired or planning to retire in the next few years, including my generation, the boomers, who are becoming increasingly concerned about their retirement plans. I have several professional designations and affiliations. Among them is the acclaimed Society of Certified Senior Advisors, and I’m so extremely proud to have been named in the TEXAS MONTHLY’S 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers. WOW what a surprise!
I have been married for 36 years to my wonderful husband Jeff. We have 4 children and two exceptional grandchildren. We’ve been Texas residents for 30 years.
As a Chartered Retirement Planning Counselor my job is to coach my clients through the financial decisions they face in their new adventure. After all we're not planning to retire...WE'RE PLANNING TO LIVE!
 Hannah Heerlein enjoys working with our clients and effectively providing superior customer support. She 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 advisor 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 more specifically, retirement preparation. Hannah and her husband Chris enjoy an urban lifestyle in downtown Austin. They are both actively involved in the music ministry at Lake Hills Church. |
 Heather Hall joined REAP financial in 2008 as our Client Relations Specialist. She enjoys interacting with all of our clients. Heather has experience in event planning and customer service in the financial, medical and dental fields. She handles marketing and in-house event planning for REAP Financial. She loves planning great seminars and client appreciation events. At REAP we take great pride in excellent client care and utmost attention to each individual. We aim for our clients to experience our genuine care for them in every interaction we have with them. In her spare time, Heather enjoys traveling with her family, gardening, reading & shopping & she is an active member of her church. Heather grew up in the Austin area & went to college in California and Colorado. She has been happily married since 1994 & has three beautiful daughters. |
