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® and CFP®. 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 investors, but I believe investments and strategies should be tailored to each client’s needs and not generically based on guidelines for someone of a certain age or at a certain stage of life. Whether their goals include preparing for, or living in retirement, paying for education, planning for the unexpected or creating an estate, I offer investment solutions tailored to their financial goals. I like to think of myself as their financial coach and partner, always looking for opportunities to help improve their financial status and staying focused on the long-term goal.
My branch partner, Jacki Davis, is passionate about providing our clients with exceptional service and personal attention. Outside of the office, Jacki keeps busy with her teenage daughter, paddle boarding, visiting different mountain towns and hanging with friends and family. As a Colorado native, she still loves and appreciates the mountains.
My office is located in the Highlands neighborhood of Denver where I have lived since 1994. My wife, Roxane, and I enjoy hiking and hanging out in the Colorado mountains. We also enjoy traveling to other parts of the U.S. and world and travel at every possible opportunity. We have two dogs, Deacan and Camden, and a cat, Piddle. All three are rescues from no-kill shelters and complete our happy family.
I would love to help you with your financial goals.
- Retirement Savings Strategies
- LGBT Finances
- Entrepreneurs & Business Owners
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberTanya M Wagner at (303) 477-3672
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:30AM - 03:00PM|
- Web Conferencing
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