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Meet Reagan Ellis

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

Reagan Ellis, 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, or FPQP®, designation, and is currently in the process of furthering her education.

Reagan is originally from Mansfield, Texas, and graduated from the University of Oklahoma. During her time at the university, she was an active member and leader in her sorority, Kappa Kappa Gamma, and spent time organizing and assisting with philanthropic events for Fields and Futures, a non-profit organization known for enhancing children’s lives through sports.

Outside of Castlepoint, Reagan enjoys traveling and attending concerts with her fiancé Caleb, playing with their dog Cash, and spending quality time with family and friends!

Reagan is currently pursuing a Certified Financial Planner™ certification.