Designations and Licenses

Reed is a CERTIFIED FINANCIAL PLANNER™ professional and maintains life, health and annuity insurance licenses.

Experience and Education

Reed specializes in providing comprehensive wealth management solutions for business owners, executives and high-net-worth families. Prior to joining Mariner, he served as founder & CEO of Latitude Planning Group, a comprehensive financial planning firm serving high-net-worth families and business owners.

He has a bachelor’s degree in political science with a minor in business from Arizona State University. He is a member of the Financial Planning Association of Greater Phoenix.

Personal Interests

Reed is a member of the Active 20-30 Club of Phoenix, a group dedicated to supporting underprivileged youth in the Phoenix area.