Our Team

Charles Wagner, MBA CFP® founded Wagner Financial Services LLC in 2010 after working as an Advisor for Spence Asset Management for 17 years. He began his financial services career in 1992 after nearly 20 years in the Human Resources...

Melissa is the daughter of Charles Wagner. She came to Wagner Financial Services LLC in early 2016 and assists with the day-to-day operation of the company. She has a series 7 and series 63 FINRA license and is a Registered Representative.