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 8 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 Charted Retirement Planning Counselor, 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 37 years to my wonderful husband Jeff. We have 4 children and two exceptional grandchildren. We’ve been Texas residents for 31 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 running the day to day operations at REAP Financial. From overseeing new business processing, servicing & marketing to working with one on one with clients to 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.