The Team

Wagoner, Wagoner & Associates

Our Advisors

William T Wagoner

William T Wagoner

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

B.A., 1978, History/Political Science from University of Toledo, Toledo, OH
CA Insurance #0D34563

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B Colleen Wagoner

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Gregory Wagoner

Gregory Wagoner

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Investments
  • Insurance

Education

Bachelors of Science in Education, 2007, Sports Management, Bowling Green State University, Master of Business Administration, 2008, Finance University of Toledo

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Vedo Candiello

Financial Advisor

John Mulka

John Mulka

Associate Financial Advisor

Our Staff

Beth Kigar

Office Manager

Angela Szentendrey

Client Service Coordinator