REAP Private Client Group was founded with a vision and goal of helping families maximize the probability of achieving all that's important to them so they may care of the people they love, the causes they care about and authentically make a difference in this world.
We commit to understanding what truly matters to families. This process is designed to create a compelling and meaningful partnership; empowering us to become an advocate in many areas of their lives. We're honored to work with a very successful group of people, many of whom feel like family.
Our Fiduciary duty is to serve the interests of our clients. We do this by taking on the role of their personal Chief Financial Officer (CFO), the overseer and facilitator of their financial life. As personal CFO, we help clients make smart decisions with their money; helping them to identify a wide range of advanced planning strategies, to pursue and achieve everything that is important in their lives.
The families we serve come to us with wealth; they look to us to help them keep it this way. We value every opportunity highly and approach it seriously. Thank you for visiting REAP Private Client Group.
Reap Private Client Group
Alaina was born and raised in Georgia and moved to Austin after a couple of years in Charlotte. Alaina assists Chris Heerlein in all steps of the planning process and assisting clients. She loves staying active and being around water. On weekends, you can find Alaina enjoying the amazing food and music Austin has to offer.
Texas Department of Insurance License Number: 2426832
Amy oversees application submission for new business and account transfers. She leads the team in outstanding customer service to existing clients as she assists with their overall financial needs. Amy’s attention to detail, excellent rapport-building skills and uplifting energy make her a valuable member of the REAP Financial team.
Amy resides in central Austin with her husband, their daughter and Schnauzer. In her spare time, she enjoys spending time with her family, attending concerts, watching movies and enjoying life.
Texas Department of Insurance License Number: 1872356
Katharine has the pleasure of staying in touch with REAP Financial clients and their families to build lasting, helpful relationships. Her loyalty, determination and commitment to helping others make her an integral part of the firm.
Additionally, Katharine leads the initiative of introducing new families to REAP Financial and helping others in the community better prepare for their financial futures. She manages the firm’s radio and TV campaigns, as well as informational workshops and client appreciation events. Katharine also assists with the day-to-day operations in the office.
Katharine is an Austin native. She enjoys classic movies, Tex-Mex and winery tours and is known around the office for her special touch with dogs and children. Outside of work, Katharine is finishing her degree at Texas State University.
Mariah oversees servicing of existing accounts and setting up new accounts. She uses past industry experience to provide superior service while assisting clients with their overall financial needs.
Mariah was born and raised in Austin, Texas, and has loved watching the city grow. Outside of work, Mariah loves to immerse herself in the city’s culture by dining at new local restaurants, hiking the greenbelt and volunteering her time.
Texas Department of Insurance License Number: 2004796
With over ten years experience in the financial planning industry, Justin holds Series 7, 63 and 66 security licenses as well as life insurance and annuity licenses. Justin was born and raised in Temple, TX. In his free time he enjoys playing golf, camping, hiking with his dog, Rosco, and generally anything outdoors. Texas Department of Insurance License Number: 1980615
As the Director of Operations, Jessica ensures the office runs efficiently on a day-to-day basis by supporting the staff, advisors, and the business owners alike. She can also step=in and provide client services to our families as needed.
Jessica is originally from Austin and loves everything the city has to offer. Outside of work, she enjoys hiking the greenbelt with her two dogs, seeing live music with friends and immersing herself in the prominent film scene.
Willy was born and raised in the Austin area and loves the city. He graduated from the University of Mary Hardin-Baylor with a BBA in Finance. Willy assists our advisers in all steps of the planning process. Willy enjoys snowboarding or skiing when he gets the chance. He loves music, movies, food, and being outdoors.
With over ten years experience in the financial planning industry, Chris is committed to providing superior client service by assisting clients with their financial needs. He holds his life, accident and health insurance license in the state of Texas as well as has passed the FINRA Series 65 securities exam. Chris is Texas born and raised. He grew up in the small town of Shiner, Texas, and has been in Austin since 2002. In his spare time, he enjoys college football, live music, karaoke, trying new local restaurants and traveling. Texas Department of Insurance License Number: 1438865