Lisa Wagner

As a former teacher, I bring a passion for education into my work by empowering clients with the knowledge and confidence they need to make informed financial decisions.

The RICP® and CRPC™ designations I have earned provide me with expanded insights to help simplify the often-complex world of investments and retirement income planning. I enjoy partnering with business owners, young professionals, retirees and people nearing retirement. My approach is centered on creating clear financial road maps that address thoughtful investment strategies, income planning, risk management, insurance analyses and wealth transfer. Business owners also can count on me to help them take advantage of all the benefits that workplace retirement plans can provide to their business. The following principles guide my partnerships with clients: 1. Meet you where you are on your journey to financial wellness. 2. Speak the hard truths when appropriate, and be an accountability partner as you work to accomplish financial goals. 3. Celebrate alongside you as you accomplish your goals, financial or otherwise. Beyond my work as a financial advisor, I am committed to my community and family life. Having been a foster parent for many years, I am involved in the local foster/adoptive parent community. Fostering within my community has given me the privilege of welcoming more than a dozen children into my home over the years and has gifted me the honor of being a forever mama to Dylan, a special little boy who keeps me young and on my toes. In our spare time, Dylan and I spend time outdoors exploring the best parks this area has to offer. At my core, I'm a helper and have always been drawn to opportunities that put me on the front line of helping others. My path to becoming a financial advisor has been far from linear, but past experiences in diverse professional settings have laid a foundation to for me to guide you toward achieving your financial goals. It's my hope that I can bring forth a ripple of positive impact that extends from every client I help, with that cascade of ripples resulting in improved families, neighborhoods and communities in my little corner of the world. That's my story. I'd love to hear yours.