We want you to help you make the right financial decisions 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 - LPL Registered Administrative Assistant
Director of Insurance & Group Benefits
Investment Research & Planning Analyst - LPL Registered Administrative Assistant
Financial Planning Assistant