Meet our Team
We want you to build your future confidently. That is why we focus on sophisticated planning and financial education. We have developed a reputation for educating both individuals and businesses within our community and across the country.
At Waggoner Financial, we believe in a team approach. We have found our clients prefer a team that can meet their unique needs with different expertise, backgrounds, and personalities. There is always a member of our team with an answer to your question and ready to help.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We pride ourselves in being not just your advisor, but your accountability partner.
Our team has you, your family, and your business as our top priority.
Director of Investments & Planning
Director of Insurance & Group Benefits
Research & Planning Analyst
Whether you are protecting your family or building a benefits package for your employees, we are ready to provide you with a plan.
Our team of professionals have years of experience in the financial services. We can help you address your needs of today and for many years to come. We look forward to working with you!