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About Us

It makes us feel good to know our work is impacting a large swath of the workforce, not just a small sliver of wealthy individuals.

Our story

Our story is as much about Devon & Shad Reynolds, the husband and wife team that founded our practice, as it is about their mission and vision to revolutionize the financial services business.

Devon & Shad took a deep look at the industry in which they have now worked for over two decades and decided that the prevalent business models didn’t work. They felt the industry wasn’t investing enough into developing talent, nor were most firms truly focused on the wellbeing of their clients.

They decided to do something about it.  Founded in 2011, Reynolds & Reynolds was conceived to bring financial planning to “the people who made America work.” By this, we mean we choose to help create wealth, as opposed to chasing it.

Our desire to help clients is not restricted to specific account minimums. Our approach is collaborative, team-based, and relies in deep knowledge of the market segments in which we have chosen to specialize. Our goal is to help all families who aspire to improve their financial wellbeing for the long-term.


We look forward to meeting you!


Shad Reynolds CFP®, CLU, ChFC
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Devon Reynolds, CFP®, CLU
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Nick Wagner CFP®
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Meet our team