In this episode, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth financial planning team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passion for organization, bookkeeping, and learning new skills. Reagan also talks about her excitement for being part of the Fort Worth community and contributing to our team’s mission of providing trusted financial planning in the oil and gas industry.
Takeaways:
This podcast episode introduces Reagan Miller, the newest member of the Fort Worth team at Brownlee Wealth Management.
The conversation emphasizes the importance of community and personal connections in the Fort Worth area, highlighting a sense of belonging.
Reagan discusses her journey into the wealth management field, emphasizing her background in marketing and social media.
The hosts explore the significance of work ethic instilled from an early age through employment experiences, particularly in service roles.
Reagan expresses a deep interest in history, particularly English history, showcasing her passion for continuous learning and research.
The episode concludes with a call for listener feedback and ideas for future podcast topics, encouraging audience engagement.
Chapters:
00:29 - Meet the Team: Introducing Reagan Miller
00:56 - The Journey of a Fort Worthian
06:16 - First Memories of Money
07:42 - The Journey of Early Work Experience
11:11 - Embracing New Challenges in the Workplace
12:59 - Exploring Unique Interests
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX that provides exceptional advice for a select number of families coming from oil & gas companies.