Vanessa Wagner

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 in inventory management, sales, marketing, and daily accounting—experience she seamlessly applies to her current role.

Now, Vanessa oversees our firm’s day-to-day operations, fostering a positive and efficient work environment that empowers our team to focus on delivering exceptional client service. She also plays a key role in coordinating client events and driving marketing and social media initiatives, ensuring strong engagement and communication.

Committed to continuous professional growth, Vanessa is currently preparing for the Securities Industry Essentials (SIE) exam, further expanding her expertise to better serve our clients.

When Vanessa is not at work, she enjoys spending time with her friends, family, and boyfriend.  She loves cooking and being outside with her dog, Duke.

*Vanessa Wagner is not registered with Osaic Wealth, Inc. or Cathy A. Wagner, CFP.