Donavon Wagner has been in the Financial Services Industry for the past 44 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 goals. He also has a special interest in helping families with their life insurance needs. He has a passion for working with and helping people accomplish and achieve their financial goals.

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 clients with personalized financial strategies that allow them to visualize their financial situation, with the goal to provide financial confidence and create a plan to have the kind of retirement they deserve.

With over 20 years of experience in the financial industry, Brandon specializes in retirement income planning for individuals and families. His approach combines personalized service with the latest financial planning software and technology to create strategies tailored to each client’s unique needs. Brandon holds a Bachelor of Science degree in Accounting and Business Administration, and is passionate about helping clients navigate the complexities of retirement with confidence, clarity, and a solid plan for the future.

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.

Vi Weigel has been with Wagner Financial Services since 2010. She is our office receptionist and also provides administrative support to our representatives.

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. Outside of work, Alex enjoys hunting, fishing, and sports, and values time spent with family and friends.

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 enviroment.

Sam has been with Wagner Financial Services since 2020. Sam is committed to helping clients navigate their financial future with confidence. Whether planning for retirement, investments, estate strategies, or insurance needs, his goal is simple: take the mystery out of financial planning and create a strategy that works for you!