WAGNER FINANCIAL SERVICES - Key Persons
Brandon Wagner graduated from the University of Mary in 2005 with a Bachelor of Science major in both Business Administration and Accounting. In May of 2007, Brandon joined Wagner Financial Services. Brandon focuses his practice mostly on individuals and families at all stages of their financial planning. He enjoys the interaction with his clients. Brandon does offer financial plans to help clients see where they are at as far as meeting their retirement goals. He offers a variety of products and meets with each client to customize a strategy that meets their individual needs.
Donavon Wagner has been in the Financial Services Industry for the past 36 years and is owner of Wagner Financial Services Inc. Donavon primarily works with small businesses and families in retirement planning to help them attain their goals. He also has a special interest in helping families with their life insurance needs. He has a passion for working with and helping people accomplish and achieve their financial goals.
Keenan has been with Wagner Financial Services since 2017 learning from the ground up. He genuinely enjoys sitting at kitchen tables with clients to help them realize their dreams and goals and helping set them on a path for the future. Keenan Specializes in all aspects of retirement planning and looks forward to sitting down with you soon.
Pam Wagner is the office manager of Wagner Financial Services. She has 13 years of experience in insurance production and another 10 years of experience in the financial industry. She is currently licensed in life, accident, and health.
Sam has been with Wagner Financial Services since 2020. Sam assists the Representatives with daily tasks and manages their schedules.
Steve Jacob has been in the business of helping people with their financial affairs for 28 years. Steve specializes in financial services and Long-Term Care Insurance. Through his innovative techniques Steve provides each of his clients with personalized financial strategies that allow them to visualize their financial situation, with the goal to provide financial confidence and create a plan to have the kind of retirement they deserve.
Vi Weigel has been with Wagner Financial Services since 2010. She is our office receptionist and also provides administrative support to our representatives. Read more
Zach Wagner has worked with Wagner Financial Services since 2014. Zach is knowledgeable in the areas of retirement strategies, 401K Rollover, Mutual Funds & Investments, Education Funding, and Life Insurance.