Raegan’s journey into the financial planning industry was driven by a longstanding interest in finance and a desire for deeper knowledge and career growth. With a career rooted in customer service, Raegan brings over 10 years of experience from her previous positions and continues to fuel her passion for helping others.
Raegan loves finding daily opportunities to help clients with their client services needs. She loves witnessing firsthand their progress toward achieving their retirement aspirations. Clients appreciate her dedication, reliability and the personal touch she brings to every interaction.
An Ocala, Florida, native, Raegan and her husband, Zeb, are preparing to welcome their first child. Currently, they share their home with four dogs — Jaxson, Shep, Pat and Winnie — a cat, Ollie, and about 20 chickens.