Reagan H. Wolfe, Chfc, CLU, Ashford Advisors

10/22/2025

Once again, I am honored to sponsor the Malcom Bridge Elementary Eagle Run/Walk. This year was the 25th anniversary of the fundraiser. The students worked hard to meet their lap goal. Fundraising proceeds will go toward a new track on the playground!

04/01/2025

I was honored to sponsor Brightpaths Pins for Prevention bowling event again this year. Brightpaths is a community-based organization that is dedicated to preventing child abuse and neglect by supporting families with education, connection and support.

03/27/2025

Last week, a group of advisors from Ashford Advisors had an incredible time at the 2025 Living Balance Sheet Forum, learning, growing and connecting with some of the best in the industry. Grateful for the insights, the energy and the amazing people who make this journey so rewarding!

02/28/2025

My team is growing! We are looking to hire a protégé in the Athens, GA area. A protégé plays a crucial role in learning, growing, and contributing to the team’s success under the mentorship of experienced professionals. Their primary responsibilities include:

- Learning & Development – Gaining industry knowledge, financial planning expertise, and client service skills through hands-on experience and mentorship.
- Assisting with the Client Planning Process – Supporting senior planners by preparing financial tools and calculators, conducting research, and assisting with ongoing client communications and action items.
- Business Development – Learning how to network, prospect, and build relationships to eventually grow their own book of business.
- Operational Support – Helping with administrative tasks, compliance procedures, and financial strategy and product implementation to understand the inner workings of the team.
- Transitioning into Leadership – Over time, developing the expertise and confidence to take on greater responsibilities, manage client relationships, and potentially lead the next generation of advisors.

Key benefits include flexible schedule, some remote work, fun team and work culture, and limitless income potential.

Key candidate characteristics include ambition, coachability, drive, fast starter, integrity, resilience, and eagerness to learn.

Please let me know if you know anyone that might be a good fit or is interested in learning more.

12/10/2024

Last week, I had the honor of presenting to Entrepreneurs Organization (EO) Atlanta at their EOx event: Nice Exit. I was one of four speakers to present on various topics related to exit planning. I spoke on three specific tax strategies business owners can implement today to preserve more of their wealth.

It was a privilege to be a part of such a great event. It's been an excellent year partnering with EO Atlanta and I'm looking forward to our continued partnership in 2025.

12/04/2024

I enjoyed being able to involve my girls in the production of this intro video. Get to know me in 3 minutes.

11/13/2024

11/11/2024

Today, we honor the courage, sacrifice, and dedication of all the men and women who have served our country. Thank you to our veterans for your bravery, resilience, and the freedoms you’ve defended. We are forever grateful for your service and the sacrifices made for our nation.

10/29/2024

Earlier this month, I enjoyed a great weekend in Chattanooga celebrating the 25th reunion for the McCallie School class of '99. We were able to reminisce during several events and gatherings, including the annual McCallie/Baylor football game.

I am honored to have received the "TRUE BLUE AWARD" for my class this year. THE TRUE BLUE AWARD honors an alumnus for distinguished service to his class. As the Immediate Past Chair of the Atlanta Alumni Chapter, I enjoy giving back to the school that gave me so much. McCallie played an integral role in shaping who I am today.

10/25/2024

I am honored to sponsor the Malcom Bridge Elementary Eagle Run/Walk again this year. The students had a lot of fun running to meet their lap goal. Fundraising proceeds will go toward a few school enhancements students are sure to enjoy, including a pickleball court!