portrait of Tanya M Wagner

About Tanya

My journey with Edward Jones started in 2006 as a client. In 2009, I became an Edward Jones financial advisor, which allowed me to fully utilize my financial background and follow my passion to help others.

I graduated from Northern Arizona University with a bachelor's degree and also hold my AAMS™ designation and CFP® certification. These designations have helped me recognize opportunities in which my clients may benefit from the guidance of tax professionals and attorneys. I am a lifelong learner.

Many of my clients are working professionals and entrepreneurs, and have complex needs. A one-size-fits-all may be fine for some...

Focus Areas

  • Retirement Savings Strategies
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners
  • Sustainable investing

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northern Arizona UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Pets
  • Hiking
  • Traveling
  • Outdoor Enthusiast

Team Members

  • Jacki Davis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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