Meet Reagan Herrera

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Reagan Herrera - Client Services Administrator

Reagan Herrera, FPQP®

Client Services Administrator

Reagan joined Castlepoint in May of 2020 and serves as Client Services Administrator. She is responsible for client onboarding, fulfilling client requests, scheduling, marketing, and many other value-adding activities. Reagan has earned a Financial Paraplanner Qualified ProfessionalSM designation and is currently pursuing a Certified Financial Planner™ certification. Reagan is originally from Mansfield, Texas, and graduated from the University of Oklahoma in 2020. Reagan is passionate about serving clients and serving the OKC community through Fields & Futures. Outside of Castlepoint, you can find Reagan with her husband, Caleb, and their dog, Cash. Reagan loves traveling, trying new restaurants, going to concerts, and spending quality time with family and friends!