About Us
We help people become the greatest version of themselves.
Discover opportunities
that match your ambitions.
At Waggoner Financial, you’ll work with high-achievers who think outside of the box and tackle meaningful challenges.
View Roles (opens in new tab)
We do what people think financial advisors do.
Through active investment management, tax & accounting, comprehensive planning, and more — all under one roof. Our clients come to free their headspace, focus on what matters most, and become the greatest version of themselves.
We invest in our people the same way we do our clients. When high achievers are supported to become the best version of themselves, everyone wins.
CEO | Founder
Eric B. Waggoner
CFA®, *CFP®, CLU®, ChFC®, AEP®
President
Kiley Eory
*CFP®, ChFC®, EA
LPL Registered Admin
Vice President
Ankit Jalan
MBA, *CFP®
LPL Registered Admin
Director of Investments & Technology
Shanzer Khan
CFA®
LPL Registered Admin
Director of Marketing
Claudia H. Lim
MS
Not registered with LPL Financial
Director of Advisory Services
Jordan Bowman
LPL Registered Admin
Director of Tax & Accounting
Josh Jackson
CPA®
Not registered with LPL Financial
Account Executive
Tobin Zeluff
LPL Registered Admin
Executive Assistant
Mya Grant
Not registered with LPL Financial
Executive Assistant
Camryn Berkshire
Not registered with LPL Financial
Paraplanner
Mason Smith
Not registered with LPL Financial
Paraplanner
Brian Breslin
Not registered with LPL Financial
Investment Research Assistant
Ben Geyer
Not registered with LPL Financial
Tax Associate
Allisandra Mckague
Not registered with LPL Financial
Marketing Specialist
Ananditha Srinagesh
Not registered with LPL Financial
Marketing Associate
Anh Dong
Not registered with LPL Financial
Software Engineer
Wyat Soule
Not registered with LPL Financial
Software Engineer
Chad Hildwein
Not registered with LPL Financial
Quant Intern
Akram Djomehri
Not registered with LPL Financial
Software Engineer
Vadim Sevriuk
Not registered with LPL Financial
Paraplanner
David Millikin
Not registered with LPL Financial
Wealth Management Intern
Connor Dessellier
Not registered with LPL Financial
Wealth Management Intern
Mason Jennings
Not registered with LPL Financial
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark
Join Our Team
We look for hardworking high achievers with integrity who want to join our mission to help people become the greatest version of themselves.