Individual Financial Planning (Wagner)

Teaching abroad for 6 years in Costa Rica, Ecuador, Peru, Turkey and Ghana and marrying a Ghanaian has given me the privilege of experiencing and appreciating cultures that differ from my own. Diversity is our strength, and I believe there is far more that connects than divides us. While money matters are a common struggle everywhere, each of us has a unique story. I look forward to hearing yours and helping you identify and reach your money goals.

Qualifications

• ERISA Fiduciary: At All Times
• Fluent Languages: English & Spanish
• Designations & Licensing: Series 65
• Industry Experience: Since 2017
• Education: B.A. in Communications, Seton Hall University

Money is personal, and advice you receive about it should be unique to what you value. I’ve seen how money can become a pain point in lives. As a married father of three, I see family members and friends struggle with making wise financial decisions. Decisions about money affect every area of our lives.

So, whatever stage of life you’re in, I look forward to hearing your story and seeing how we can accomplish your goals while taking the confusion and stress out of your money. Let’s connect and get started!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2017
• Education: B.S. in Integrated Ministry Studies, Moody Bible Institute

In school they don’t teach us how to buy a house or calculate our taxes. Instead, we learn how to find the circumference of a circle and identify prime numbers. The finance skills we need for life decisions come from a difference source, and that’s what I’m here to provide. I sit on the same side of the table as you to help you figure out how to use your financial resources to achieve your life goals. I specialize in tax planning, but no financial topic is off the table.

Qualifications

• ERISA Fiduciary: At All Times
• Enrolled Agent (EA)
• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
• Industry Experience: Since 2016
• Education: B.A. Business Administration, Principia College

I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and have spent over fifteen years helping people like you achieve their financial goals.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2006
• Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago

Hello, I’m a financial planner with a strong belief in keeping saving, spending, and investing simple. I have a knack for breaking down these concepts into digestible bites and organizing that into a plan that fits your situation. My goal is to help YOU make YOUR plan.

I have a diverse background working for the US Government and have lived in 4 countries and worked in 17 more. When I’m not working, I like to spend my time enjoying the outdoors with my family.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 66
• Industry Experience: Since 2017
• Education: BA in Business, Wayland Baptist University; Masters of Business Administration, Liberty University
• Retired Air Force

Prior to my time at Francis, I worked as a business analyst for a health insurance company. I joined the team as a financial planner after realizing my true passion for personal finance. In addition to my drive to help others, I’m bilingual in English and Spanish and help clients and participants reach their money goals.

Qualifications

• ERISA Fiduciary: At all Times
• Designations & Licensing: Series 65
• Fluent Languages: English & Spanish
• Industry Experience: Since 2022
• Education: A.A.S. in accounting — Madison College

I didn’t set out to be a financial planner. I simply wanted to pursue a career in which I could help others, and that brought me to Francis. Life is hard and I know what it is like to barely scrape by. When you’re working hard to meet your basic needs it can be difficult to envision what is beyond your immediate vision, but I believe that a solid financial plan can have a generational impact. Don’t let shame about your financial situation keep you from seeking help. Let’s meet and figure out your next best steps, together.

Qualifications

• ERISA Fiduciary: At All Times
• Series 65; ERISA Fiduciary
• Industry Experience: Since 2024
• Education: MA, Intercultural Studies, Fuller Theological Seminary; B.S. Practical Ministry, Southeastern University

As a financial planner, I’m experienced at helping people of all sorts and backgrounds make good financial choices, accomplish life goals, and improve their relationships through a blend of education, advice, and coaching. Bring me your questions, because together, we’ve got this money thing!

I enjoy my work, but when I need to recharge my batteries, I like to volunteer my time to the community, spend time with family, attend Sunday worship and retreat to the great outdoors.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: Chartered Financial Consultant® (ChFC®), Series 66
• Industry Experience: Since 2010
• Education: M.S. in Behavioral Finance, University of Alabama; B.A. in Social Economics, University of Wisconsin – Milwaukee; Financial Coaching Certificate, University of Wisconsin – Madison (Extension); Certified Financial Education Instructor, National Financial Educator Council
• WI Army National Guard – Veteran

I love it when my participants have their “Aha” moments; whether it is finally understanding their credit score, discovering a path out of a financial mess, or learning to manage their retirement plan. I work hard to turn complicated information into understandable and usable action items.

When I am not teaching people about money, I am teaching them to ski. Much like financial planning, skiing is about mastering the basics and adapting to changes in the terrain. Schedule a time to work with me; together, we can conquer your mountain.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1998
• Education: B.A. in Business Administration, Cardinal Stritch University; Master of Business Administration, University of Wisconsin – Whitewater
• Navy Veteran