Reagan H. Wolfe

Alison Ponder joined Reagan’s team in July 2023 as a Client Relations Specialist. She has over twenty years of experience in various administrative roles with corporate finance and healthcare technology.

Alison draws her inspiration and motivation from her father, because he allows his servant nature to lead him every day. His kindness and generosity have always been an example to not only her family, but to every person he meets.

Alison and her husband, Scott reside in Hoover, Alabama with their two daughters, Abbie and Evan. Alison is also a certified travel agent specializing in Disney destinations; therefore, they enjoy going to Walt Disney World as often as possible. Alison and her family are active members of Green Valley Baptist Church.

Learn more about Alison, beyond the office.

Rachel Erickson serves as a Client Relations Manager, bringing a thoughtful, service-driven approach to supporting clients and enhancing their overall experience. Based in Charlotte, North Carolina, Rachel works out of the firm’s Atlanta office.

Rachel graduated magna cum laude from the University of Mississippi (Ole Miss) and spent seven years teaching second and third grade at Trinity School in Atlanta before transitioning into the financial services industry. She is passionate about helping individuals and families create meaningful value in their lives, recognizing the important connection between financial well-being and overall quality of life.

Rachel’s values are deeply rooted in the example set by her parents, whose selflessness, generosity, and integrity continue to inspire her both personally and professionally. Their example has shaped her empathetic nature, strong work ethic, and commitment to serving others.

Originally from Atlanta, Rachel and her husband, Adam, reside in Charlotte with their young son, Walker, and two rescue dogs, Stella and Coco. Outside of work, Rachel enjoys spending time with her family, traveling, and being outdoors. She is a devoted Ole Miss football fan, while her husband supports the University of Georgia, making for a fun household rivalry each fall.

Education, Training, Memberships

• University of Mississippi - Bachelor of Arts in Education, Magna Cum Laude
• Notary Public – State of North Carolina

Reagan is passionate about serving others and being a good steward of his time and money. He desires to build strong relationships with people and impact their lives in a meaningful way, whether by working with clients to help achieve their financial goals or serving his community. His mission is to have a multi-generational impact on family, friends, and the community.

Reagan actively gives back to his community and church. He is the Immediate Past Chairman of The McCallie School Alumni Association's Atlanta Chapter and is actively involved with Watkinsville First Baptist Church.

Reagan and his wife, Julia, live in Athens, Georgia with their two daughters, Leighton and Elle. Reagan enjoys traveling, playing golf, skiing, and of course, Georgia football.

Education, Training, Memberships

• Business Enterprise Institute, Certified Exit Planner (CExP^TM), 2021
• The American College, Chartered Life Underwriter (CLU^®), 2019
• The American College, Chartered Financial Consultant (ChFC^®), 2015
• Licensed Registered Representative and Financial Advisor with Park Avenue Securities, LLC (PAS)
• National Association of Insurance and Financial Advisors (NAIFA), Georgia Chapter – Board Member – 10th Congressional District Chair
• University of Georgia, Bachelor of Business Administration in Real Estate, 2003
• Business Enterprise Institute Member

Recognition

• Forbes "Best-in-State" Financial Security Professional, 2024, 2025*
• Five Star Wealth Manager award recipient 2023**
• NAIFA-Atlanta “Who's Who” 2022-2024***
• NAIFA-Atlanta “Top Advisors Under 40”, 2014-2021***

Ashford Advisors and Guardian Awards

• President's Council Qualifier 2022
• Executive Club Qualifier, 2022
• Leaders Club Qualifier, 2020-2024
• Guardian DI Inner Circle, 2017
• Guardian Next Generation DI Inner Circle, 2014
• Ashford Advisors’ Ed Mattingly Award for New Associate of the Year, 2012

Learn more about Reagan, beyond the office.

^{Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #15783316.} 

^{*This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2025 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. **This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager Award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award. ***National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee.}