Stephanie Wagers takes complex personal and financial ideas and distills them into user-friendly visual and clearly constructed written retirement and financial plans to enhance the future of retirees and pre-retirees clients.
Stephanie joined the family firm in 2001, after attending IUPUI. She started working in client services, business development, and then acted as the company event planner for business provisions. Customer service and advisor support has always been a primary role of her duties. In 2014, Stephanie went back to school to earn the Indiana Life & Health Certification. Since then, she has studied and taken special courses to become proficient in Social Security benefits planning. Stephanie has been doing public speaking and teaching Social Security strategies at educational workshops all over Indianapolis and Hendricks County.
“As a team, we get such satisfaction working with retirees or soon to be retirees accomplishing the goals and desires the client has. This is what it is all about- helping others get where they need/want to be!”
Stephanie has been married to her high school sweetheart, Jason for 15 years. They reside in Brownsburg, and have two children. Both children are very involved in the community and local sports activities, which keep the family busy. The past several years Stephanie and family has been involved in donating time to several different causes like Mozel Sanders Foundation, Feeding the Hungry assisting with the Indy 500 parade, and a lot of local school fundraising. Stephanie enjoys spending time with family and friends, and loves the beach.