Our Team

The Wagner Financial Team

Professional service with a personal touch.

We are passionate and committed to helping individuals, families, and businesses with their finances. We work diligently to develop plans that carefully balance investment strategies and preservation of capital according to each client’s unique goals.
Stephen Wagner
CERTIFIED FINANCIAL PLANNER™

Stephen is a Certified Financial Planner™ (CFP®) and Investment Advisor Representative with Integrity Wealth Advisors. Since 1989, Stephen has helped individuals, families, and businesses make wise and educated financial decisions. He oversees all financial planning and investment research activities within the firm.

Christopher Wagner
CERTIFIED PLAN FIDUCIARY ADVISOR

As an Wealth Management Assistant, Chris assists in helping individuals, families and businesses with their financial planning goals and objectives. He oversees all insurance planning operations and is a Certified Plan Fiduciary Advisor, which qualifies him to consult business owners and HR executives on pension planning, such as 401k plans.

Sharon Medina
BRANCH OPERATIONS MANAGER

Sharon has worked for Wagner Financial since 2004 and holds both the Financial Industry Regulatory Authority (FINRA) Series 6 and 63, registration held with LPL Financial. She oversees branch procedures and paperwork processing and enjoys working with clients to assure smooth transitions and servicing of accounts.

Debbie Hickman
CLIENT SERVICES ASSISTANT

Debbie assists in providing education and help on Social Security Benefits. As well as keeping up to date with any changing Social Security laws and regulations.

Emily Schiele
BOOKKEEPER

Emily maintains Steve’s records of financial transactions by establishing accounts, posting transactions, and ensuring legal requirements are compliant.

Jessica McTavish
CLIENT SERVICES ASSISTANT

Jessica assists in general client account inquiries and is our Account Aggregation (WealthVault) Specialist, setting clients up with software that will enable them to see all of their financial assets and responsibilities at a glance.

Jessamyn Lim
ADMINISTRATIVE ASSISTANT

Jessamyn started working for Wagner Financial in 2000.  She schedules client meetings and assists Sharon with administrative duties, processing paperwork and responding promptly to client inquiries.

Leti Ponce
ADMINISTRATIVE ASSISTANT

Leti has been with Wagner Financial since 2011 and is an assistant to Sharon. She supports and assists in processing paperwork and responding promptly to client inquiries.