Reagan Companies Asset Management Inc.
Address:
8 E. Main Street
Marcellus
,NY
13108
Phone:
315-673-2094
Fax/Other:
315-673-1121
Our Team
Richard 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.
Book a call to learn more about meeting with me, click here!
David 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.
Book an introductory phone call with Dave, click here!
Christopher 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.
Book an introductory phone call with Chris, click here!
Daniel 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 wife. Outside the office he is an avid Syracuse basketball fan, enjoys travelling abroad, trying new craft beers, and making his own pizza from scratch.
Garrett Gray
Research Associate & Trader
In his role as a Research Associate and trader Garrett helps assist with managing client accounts through trading, conducting investment research, analyzing financial statements, and more. Garrett's high attention to detail and analytical mind helps to deliver the ultimate client experience.
Garrett joined Reagan Companies Asset Management in 2025. He was previously pursuing a career in the medical field before discovering his true passion for finance and wealth management. Garrett has a Bachelor of Science degree in Chemical Engineering from Clarkson University.
In his free time, Garrett enjoys exercising and spending time with family and friends, often hiking and mountain biking at his family's camp in the Adirondacks. Garrett is also an avid college football fan and can be found cheering on the Georgia Bulldogs on Saturdays.
Kim 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.
Michelle Cathcart
Chief Compliance Officer
Michelle joined the Reagan Companies Asset Management team in 2022 as an operations associate. In her role, she attends to account maintenance requests, prepares client reports, and supports our financial planning team with anything they need to provide clients with exceptional service. In 2025 she was promoted to Chief Compliance Officer. She ensures the company complies with its outside regulatory requirements and internal policies, and sets standards to mitigate risk to the company.
In her position, Michelle values attention to detail and thoroughness. Michelle has worked in the financial services industry for over 8 years and most enjoys that she can use her strengths to serve clients and their needs.
Michelle lives in the valley in Syracuse with her two cats. In her free time, Michelle enjoys playing beach volleyball, thrifting, and spending time with her niece and nephew.
Jennifer Grosso
Operations Associate
Jennifer joined the Reagan Companies Asset Management team in 2025 as an Operations Associate. In her role, she prepares client reports, fields client service requests, and supports the financial planning team in delivering phenomenal service for their clients.
In her position, Jennifer assists clients to make sure their needs are met quickly and accurately. She has worked in the financial services industry for over 10 years and loves working closely with clients to make sure they receive top-notch service.
Jennifer lives in Dewitt with her dog and 4 cats. In her free time, Jenn enjoys road trips, crafting, and watching hockey. She fosters cats for CNY Cat Coalition and is a volunteer Notary Public at the Community Library of DeWitt & Jamesville.
