Our Team
Donavon Wagner
Donavon Wagner has been in the Financial Services Industry for the past 36 years and is owner of Wagner Financial Services Inc. Donavon primarily works with small businesses and families in retirement planning to help them attain their...
Steve Jacob
Steve Jacob has been in the business of helping people with their financial affairs for 28 years. Steve specializes in financial services and Long-Term Care Insurance. Through his innovative techniques Steve provides each of his...
Brandon Wagner
Brandon Wagner graduated from the University of Mary in 2005 with a Bachelor of Science major in both Business Administration and Accounting. In May of 2007, Brandon joined Wagner Financial Services. Brandon focuses his practice mostly...
Zach Wagner
Zach Wagner has worked with Wagner Financial Services since 2014. Zach is knowledgeable in the areas of retirement strategies, 401K Rollover, Mutual Funds & Investments, Education Funding, and Life Insurance.
Alex Jacob
Financial Assistant
Alex Jacob graduated from the University of North Dakota in 2021 and has been with Wagner Financial Services since 2023. As a financial assistant, he is committed to providing organized, responsive support to clients and advisors....
Kari Burns
Administrative Assistant
Kari's responsibilities include running reports, processing transactions, and maintaining accurate financial records, all while ensuring that deadlines are met, and compliance standards are upheld. Passionate about fostering a positive...
