About Us

At our firm, we have the client—and only the client—in mind.

With 25+ years of combined experience, Waggoner Financial has developed a reputation for educating both individuals and businesses within our community and across the country. Rooted in the Greater Lansing community, our team helps individuals working at some of the largest employers in the area and has partnered with several large institutions, like Michigan State University, to bring powerful impact to the financial health of the community. Eric Waggoner is even a faculty member of the MSU Broad College of Business, educating students and future financial professionals in the Finance Department.

We also work with individuals and businesses across the country, from Michigan to Florida to California. With clients in 20+ states, our team is ready to serve you in any location.

At Waggoner Financial, we believe in a team approach. We have found our clients prefer a team that can help manage their unique needs with different specializations, 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.


Check the background of this firm on FINRA's BrokerCheck

Alex Eory

Alex Eory

Investment Research & Planning Analyst - LPL Registered Administrative Assistant

517-853-3367

Shanzer Khan

Shanzer Khan

Investment Research & Planning Analyst - LPL Registered Administrative Assistant

517-853-3367

Ankit Jalan

Ankit Jalan

Financial Planning Assistant - LPL Registered Administrative Assistant

517-853-3367