Solutions for every age and stage.

You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause that’s near to your heart. Simple or difficult, we’ll create a customized plan to help optimize your investments, minimize your tax burden and weather unexpected events, like job loss, divorce or disability. Because we’re not just financial planners. We are your financial partners, invested in your success.

Complicated Financial Questions Require Thoughtful Answers

Everyone wants to make a financial leap forward. Because when you don’t have to worry about credit cards or budgeting, the problems vanish, right? Wrong. When you face complex money decisions, you need a guide.

Retirement Done Right

Whether you’re starting your career, on the glide path to retirement, or already retired, knowing how to chart a secure future can feel like a daunting task. From Millennials funding Roth IRAs or 401(k) plans, to Boomers considering buyouts, Social Security and pensions…relax, we’ve got you covered.

Solo Decision Making

Divorced. Widowed. Separated. Single. You don’t define yourself by your marital status – and neither do we. But we can help solo decision-makers choose the best options for their retirement savings and investment portfolios. From now on, you don’t have to go it alone. Wagener-Lee’s got your back… today and always.

C-Suite Benefits & Strategies

Corporate executives face countless challenges daily, but mastering the complexities of your benefit plans shouldn’t be one of them. That’s our job. Our coordinated approach covers key factors like asset diversification, risk management and taxes. We focus on your goals so you can focus on your career.

Your Business, Our Expertise

Congratulations. You’ve built your business. Your life’s work is finally paying off. Now what? We focus on helping owners like you grow, transition and protect your wealth. Small businesses need big-picture planning for everything from taxes and retirement to succession planning. With Wagener-Lee, you’re in good company.

Your Investments: Stocks, Bonds & You

From Wall Street whales like Apple and Walmart, to fixed-income investments that provide safe havens from stock market volatility, your investment portfolio should be as individual as you are. We make your money work for you while balancing your desire for growth with the ability to sleep at night.

Your Life, Your Legacy

Nobody wants to talk about dying, but you need to have a plan in place to make your wishes known about the distribution of your wealth. Do you want to leave money to children, grandchildren, friends or a favorite charity?

Protecting My Family’s Future

Are you over-insured or under-insured? Should you buy permanent or term life? What about disability and long-term care insurance? Our team includes licensed insurance professionals who can match your needs with the right coverage. Because the best way to cope with unexpected events is to prepare for them.

Leadership

What sets us apart? Quite simply, we have resources most other firms don’t. Our 15-person practice includes an estate attorney, CFA®, CFPs®, CPAs® and licensed insurance professionals, all under one roof. As a result, we can offer clients like you comprehensive financial planning services designed with investment, retirement, tax and legal factors in mind.
Our team has different areas of expertise, but one common goal: to help you achieve a secure financial future.
Rick Wagener

Richard Wagener, CFP®, CLU®,
CRC®, ChFC®

Managing Partner, Wagener-Lee, LLC
Registered Principal, RJFS

Stephen Lee, J.D., CFP®

Partner, CEO, Wagener-Lee, LLC

Amanda Piper, CFA®,
CEP®, MBA

Financial Advisor RJFS
Partner, Wagener-Lee, LLC

Jeffrey Smith, CRPC®

Financial Advisor, RJFS

Joan Marshall, CFP®

Financial Advisor, RJFS

Michael Shipley, CPA, CFP®

Director of Financial and Tax Planning, Wagener-Lee, LLC

Kevin Iler

Financial Advisor, RJFS

Chris Childres

Client Services Advisor

Darlene Melcher

Performance Reporting Advisor
Client Services Associate RJFS

Emmy Panaseth

Client Services Manager

Julianna “Jay” Wagener

Human Resources Manager

Karyn Calvert

Client Services Manager

Lynda Kreutzinger

Client Services Assistant

Melany Graydon

Administrative Assistant

Sean Monaco

Client Services Associate
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