Shanzer is a Junior Portfolio Manager at Waggoner, where he plays a key role in developing investment strategies and managing client portfolios.
He combines analytical curiosity with a commitment to delivering thoughtful, results-driven guidance, ensuring that clients’ financial goals can be met with confidence and clarity. Shanzer is a CFA® professional and holds a bachelor’s degree in Finance with a minor in Insurance and Risk Management from Michigan State University. He also carries FINRA Series 7 registration through LPL Financial and Series 66 registration with Private Advisor Group, demonstrating his dedication to professional excellence.
He is committed to execution, making sure that strategies are implemented efficiently while maintaining high standards for accuracy and performance. His attention to detail, market knowledge, and disciplined approach help ensure that clients receive personalized guidance tailored to their unique needs.
Outside of work, Shanzer enjoys hiking, traveling, and spending quality time with his family. He brings the same focus, discipline, and curiosity to his personal pursuits as he does to his professional responsibilities.