Reagan & James Wealth Advisors

Clayton Wellington James, CFM
Managing Partner

Clayton Wellington James, CFM has been a registered financial advisor for six years. He has earned the Accredited Asset Management Certificate (AAMS) and the Certified Financial Manager Certificate (CFM) from the College of Financial Planning. Clayton graduated from Hampden-Sydney College with a Bachelor of Science degree in Mathematical Economics. His primary focus is working with families, small business owners, and private endowments to ensure investment assets are fully diversified, have core asset allocation principals, generate income, and have the qualities of protection needed to ensure longevity and principal protection. Clayton resides in Gloucester, VA with his wife of fourteen years, Ginger and his two children Kathryn and Drake. In his spare time, Clayton is a member of the Gloucester Point Rotary Club, Abingdon Episcopal Church, the Gloucester County Board of Zoning Appeals, and loves to competitively race sailboats.

cjames@rjwealth.com

Keith Collins Reagan, Sr.
Managing Partner

Keith Collins Reagan, Sr. has been a registered financial advisor for over seventeen years. Keith graduated from the College of William and Mary in 1988. His post-graduate work includes executive education at The Wharton School of Business. Keith's professional experience includes a distinguished career at Merrill Lynch where he earned the title, "Portfolio Manager" and a place in the firm's esteemed Circle of Excellence. During his tenure, he was also inducted into the Chairman's Club, the President's Club and the Executive's Club. Keith has served as the President of the Williamsburg William and Mary alumni, Chair of the March of Dimes, President of the Williamsburg Land Conservancy and Cub Scout Master of Pack 135. He is a member of the National Eagle Scout Association and currently volunteers his time as a baseball coach for the Williamsburg Youth Baseball League. Keith lives on a small farm in Toano, Virginia, with his wife of twenty years, Lisa, and their son, Collins, where they grow award-winning organic vegetables and raise Arucana chickens which produce colored eggs.

kreagan@rjwealth.com

Christy Hinson
Associate Financial Consultant

Christy Hinson works closely with all of Reagan & James clients, taking pride in providing excellent client service and building strong relationships. Christy executes the account opening process, manages client account transfers, handles daily account maintenance issues, and facilitates the relationship between the client and the advisory team. Christy also manages the teams' marketing efforts and events throughout the year.

Christy is a graduate of Christopher Newport University with a Bachelor of Business Administration in Marketing. She holds her Securities Licenses 7 & 66. Christy currently resides in Yorktown, Virginia.

chinson@rjwealth.com

Prospera Financial Services Support Team
At Prospera Financial, their business is all about supporting the business of independent financial professionals. They provide a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so firms like REAGAN & JAMES can bring their clients the same. Affiliated with the third largest clearing firm in the country (Wells Fargo’s First Clearing), Prospera’s resources are world-class. Team members at Prospera working with REAGAN & JAMES include:

Barbara Hale, Director of Operations
Barbara joined Prospera in 1992, and has learned this business one department at a time, from the wire room to the floor of the NYSE. In her position as Director of Operations, Barbara oversees the complete “Run” team, which encompasses all functions of Accounting, Operations, Technology and Administration. Her goal is to stay focused on the first class customer service her departments provide to our representatives so that they can in turn provide the same to their clients. With more than 25 years of experience, Barbara possesses an enormous wealth of knowledge with an astute ability to mentor and bring out the best in her employees. She received her Degree from the University of South Carolina, and holds Series 7, 24, 53, 55 and 63 securities licenses.

Wes Shindler, Operations Manager
Wes joined Prospera in October of 1999. As Operations Manager, he is responsible for the overall cohesiveness, efficiency and motivation of the Ops team. His goal is to maintain and provide a consistent high level of customer service offered throughout the Ops Dept. to our clients. With boundless energy and a “can do” attitude, he literally personifies the Run team’s tagline of “Whatever it takes, consider it done”. Wes has a BBA in Business from the University of North Texas and holds Series 7, 24, 55 and 63 securities licenses.

Barb Huber, Relationship Manager
As Relationship Manager, Barb acts as the primary contact and advocate for advisors to ensure that they receive the operational and compliance support necessary to keep their practices moving smoothly. Barb has been with Prospera since 2001 and has over 20 years of experience in operational and compliance areas of the securities business. She holds the 7, 24, 63, 65 and 87 securities licenses.

Jim Stone, Trading
Jim joined Prospera in February 2007. In his position as Head Trader, Jim is responsible for all daily activities of the Prospera Trading Desk. Working to ensure Best Executions, expediency, accuracy, and superior customer service to his clients, (our representatives and Institutional clients), are just a few of the challenges he takes on every day. Jim is also an integral member of the overall Operations Dept. with a working knowledge of all Operations functions including reorg, asset movement, account transfer, and new accounts. Jim holds Series 7, 63, 24, & 55 securities licenses.

Chris White, New Accounts, Trading Assistant
Chris began working at Prospera in August of 2004. As the New Account Team Leader, he is responsible for ensuring that all new accounts are opened and the associated paperwork is processed correctly while constantly beating our established service standards. In addition to the many duties he performs as New Accounts Coordinator, Chris also handles all incoming ACATS, outside investment processing and assists Jim in the trading room with order entry and execution. During his tenure at Prospera, Chris has established a reputation as a problem solver and consistently goes the extra mile to provide excellent first line customer service.

Jennifer Teager, Products & Services Manager
As Products and Services Manager, Jennifer provides concierge level assistance to our financial advisors regarding the products we offer as well as aligning them with the resources they need to efficiently serve their clients. Jennifer has been affiliated with Prospera Financial Services since 2003 and currently holds the Series 7, 63 and 55 Securities Licenses.

Jaci Spann, Operations Support Specialist
Jaci is the newest member of our Operations Team. She has eleven years experience on both the Ops and SA side of the business. In her position as Operations Support Specialist, Jaci is responsible for all incoming and outgoing checks, wires, ACH’s and asset movements. Jaci receives all BEST email, and ensures that each request is properly routed to the appropriate department in a timely manner. With her knowledge, quiet confidence and exemplary work ethic, Jaci is the perfect fit as a first line contact in the Operations Dept.

German Hernandez, New Accounts Specialist
German began working at Prospera in August of 2006 through a work study program with R.L. Turner High School performing mail, scanning and other general duties. After graduation, he joined us full time becoming our New Account Specialist and is also currently attending Brookhaven College, full time, majoring in Business.