Our Team

A person in a suit and tieDescription automatically generated with low confidenceRichard P Reagan, MBA, CFP®

Founder and President

Rick founded Reagan Companies Asset Management in 1991 and his top priority has  always been to put clients first. As founder and President Rick centers his practice around the client by providing insightful financial strategies customized to meet a clients’ needs. His personalized approach enables a client to achieve their life goals and enjoy what life has to offer knowing their finances are being expertly handled.

Rick was a departmental scholar in Economics at Potsdam College and received his MBA in Finance from Clarkson University.  In 1996 he became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.  Rick has also served as an expert financial witness in multiple Financial Industry Authority (FINRA) arbitration hearings and mediations since 2003.  His expert testimony has been recognized in the areas of asset allocation, distribution analysis, and Monte Carlo simulation.  Rick appears on numerous media outlets in Syracuse, NY.  He has a daily segment on News Channel 9 (ABC) as their financial expert and several times a week you can hear him on News Radio 570.

Rick and his wife are life long residents of Marcellus, where his dogs love running around the yard and his two boys enjoy their breaks from West Point and Military life.  When Rick’s not diving into the recent economic data, you can often find him hiking in the Adirondacks near his camp and at SU basketball games rooting on the orange.

 

A person in a suit and tieDescription automatically generated with low confidenceDavid R Haahr, CFP®

Chief Operations Officer (COO) and Investment Advisor Representative (IAR)

In his role as an Investment Advisor Representative, Dave makes financial planning personal. As a CFP® he helps to make a positive impact in his clients’ lives by helping them to create a strategy that is tailored to each client’s unique situation, stage in life, and that allows them to worry less about their finances. Dave has been a member of Reagan Companies Asset Management since 2004, and in addition to his role as an investment advisor representative, he is also the firm’s Chief Operating Officer. 

Dave graduated magna cum laude from SUNY Oswego. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006 and is also a current board member for the Financial Planning Association of Central New York.

Dave lives in Baldwinsville with his wife and son. When he is not in the office he enjoys spending time with his family and doing such activities as skiing, hiking, and enjoying the outdoors. He also has a passion for anything car related.

 

A person in a suit and tieDescription automatically generated with medium confidenceChristopher Riggi, CFP®

Investment Advisor Representative (IAR) and Research Associate

In his role as an Investment Advisor Representative, Chris makes it his priority to understand his clients’ needs and goals before implementing any kind of plan. Chris draws upon his years of experience at firms like Goldman Sachs before joining Reagan Companies Asset Management in 2018. This experience helps Chris assist his clients in making smart decisions within the areas of investments, retirement planning, and helping to secure their financial future.

Chris earned his bachelor’s degree in finance from the University at Buffalo and has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 2020.

Chris lives in Baldwinsville with his wife and two longhaired dachshunds. In his free time Chris enjoys fitness and working out, he’s a big sports fan, and enjoys taking walks with his wife and dogs.

 

A person wearing glasses and a suitDescription automatically generated with medium confidenceDaniel Esford, CFP®

Investment Advisor Representative (IAR) and Research Associate

In his role as an Investment Advisor Representative, Dan manages client portfolios, executes trades, creates financial plans, and supports daily service needs among many other things. Dan uses his problem-solving skills to help clients navigate all the moving pieces and critical decision points when it comes to investing and planning for the future.

Dan joined Reagan Companies Asset Management in 2019, before he served as the financial planning coordinator for a company in Rochester. Dan has a Bachelor of Science in Economics from Rochester Institute of Technology. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018.

Dan lives in DeWitt with his fiancé. Outside the office he is an avid Syracuse basketball fan, enjoys travelling abroad, trying new craft beers, and making his own pizza from scratch. 

 

A person with curly hairDescription automatically generated with medium confidenceLisa Bardou

Chief Compliance Officer (CCO)

Lisa joined the Reagan Companies Asset Management team in 1996 and has worked her way up to Chief Compliance Officer where she ensures the company complies with its outside regulatory requirements and internal policies. She also is the team leader of client management, assisting clients with all their servicing needs, from when they first become prospects to continued support once becoming a client.

In her position, Lisa is a company leader that helps run day to day operations in a smooth and productive manner. With over 30 years in the financial industry Lisa brings experience that is unmatched anywhere else; she is always willing to go above and beyond for all clients to ensure their experience is as effortless as possible.

Lisa is an active member of the Marcellus community.  She is a partner in a local Martial Arts Academy, has earned her Black Belt, and spends much of her free time teaching there.

 

A picture containing person, indoorDescription automatically generatedKim Sacco

Senior Operations Associate

Kim joined the Reagan Companies Asset Management team in 2019 and earned the title of Senior Operations Associate by providing exceptional client service and support. She assists in all aspects of the back office including preparing client reports, coordinating onboarding for new accounts, attending to client service requests, and providing our financial planning team with any help they need to provide clients with the best experience.

In her position, Kim excels at creating a trusting relationship with clients by providing a personalized experience with everyone she encounters. In her 20+ years in the financial services industry one of Kim’s top priorities is to make sure clients feel that they are important and valued by being timely and responsive to their needs.

Kim lives in East Syracuse with her dog and two cats.  When Kim is not in the office, she enjoys spending time with her family, going for walks with her dog (Rex), and shopping!  During the summer months, Kim’s weekends are spent boating on Seneca Lake.