Archive
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
Michael Shipley, CPA, CFP®
Director of Financial and Tax Planning, Wagener-Lee, LLC
Alan Ray, CFP®
Financial Advisor, RJFS
Carol Rutkowski
Administrative Assistant
Chris Childres
Client Services Advisor
Emmy Panaseth
Client Services Manager
Julianna “Jay” Wagener
Human Resources Manager
Jeffrey Smith, CRPC®
Financial Advisor, RJFS
Joan Marshall, CFP®
Financial Advisor, RJFS
Karyn Calvert
Client Services Manager
Melany Graydon
Administrative Assistant
Sean Monaco
Client Services Associate
Lynda Kreutzinger
Client Services Assistant
