Reagan Wolfe, ChFC®, CLU®, CExP ™ in

Reagan Wolfe, ChFC®, CLU®, CExP ™

Judge · DISC type Dc
CEO & Co-Founder at Triage Financial
📍 Atlanta Metropolitan Area, United States

Reagan is the CEO & Co-Founder of Triage Financial, where he specializes in providing financial strategies for physicians, dentists, and entrepreneurs. A University of Georgia graduate, he leverages his CExP™ and CLU® certifications to focus on tax efficiency, asset protection, and helping business owners plan their future.

Reagan lives in Athens, Georgia, with his wife and two daughters. He is an active member of his community and church, enjoys traveling, playing golf, and skiing. A passionate alumnus, he is the Immediate Past Chairman of The McCallie School Alumni Associations Atlanta Chapter and supports his alma maters football team.

He has been repeatedly recognized by Forbes as one of the top “Best-in-State” Financial Security Professionals in Georgia, ranking #12 in 2025.

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Experience
21 Years
Current Role
CEO & Co-Founder
Job Level
Leadership
Location
Atlanta Metropolitan Area, United States
Personality Overview

How Reagan shows up

Generally Skeptic
Quality Focused
Features Driven

They prefer to move quickly, and expect the same from others. They are less concerned about the product and more about its potential impact. They like to stay in control of the negotiation or defining of the terms.

Priorities

Topics Reagan cares about

Financial Independence
His stated mission is to help successful entrepreneurs and business owners achieve financial independence through uncommon and holistic strategies.
Tax & Asset Protection
A primary focus of his practice is providing tax and asset protection strategies for owners of closely held businesses.
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Career

Work history

7-2025
CEO & Co-Founder
Triage Financial
4-2010
Financial Representative
Ashford Advisors
5-2004 - 5-2009
Sales and Leasing Associate
The Simpson Company
In the press

Media appearances

Eight Ashford Advisors Named NAIFA-Atlanta 2020 Top 40 Under 40. Featured in Patch.com
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Education
2000 - 2003
B.B.A.
The University of Georgia
1995 - 1999
Education details unavailable
McCallie School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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