Our Crew – A dedicated team of professional fiduciaries
As a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1986, Cathy has spent decades guiding individuals and families toward financial security and success. Her passion for financial planning is deeply personal...
Kelsey Wagner Stockhausen
Vice President & Financial Advisor
Kelsey is a trusted financial advisor dedicated to helping our clients navigate their financial journeys with confidence. From laying a strong foundation with an emergency fund to crafting sophisticated wealth strategies for retirement...
Vanessa Wagner joined our firm in January 2022, bringing with her more than 19 years of expertise in the hospitality industry. As the former proprietor of a top-performing restaurant for a decade, she honed her skills...
Isabella became a valued member of our team in January 2022 after earning her Bachelor's Degree in Business Management from the University of Tampa. She initially played a key role in managing front desk operations and scheduling...
Kelsey Morgan Lighthiser
Client Relations Coordinator
Since joining Wagner Advisory Group in July 2019, Kelsey Morgan has become an essential force in ensuring exceptional client experiences. She plays a pivotal role in managing client paperwork, transaction requests, and communications...
As the Director of First Impressions and Marketing Assistant at Wagner Advisory Group, Nikki is the warm and welcoming voice clients hear when they call our office.
Indy Wagner Stockhausen
Team Mascot
Indy’s journey began six years ago when she was rescued from the Humane Society of Pinellas, and she has since found her true calling as the beloved mascot of Wagner Advisory Group (or “WAG,” as she cleverly calls it)...
Sail toward the life of your dreams
Sail toward the life of your dreamsWe work together to reduce complexity and provide plans for how you can strategically utilize resources. We’ll start by crafting a custom plan for your needs. That process begins with a complimentary discovery consultation that allows you to learn more and get to know us better.