Not all financial planners are tax professionals. Tax strategy is our area of specialization. When you partner with Wagner Financial Services, you get an advisor who is always mindful of the tax implications around your plan, so you won’t run into expensive surprises down the road.
We cut through the confusion and chaos and simplify your financial life by focusing exclusively on you and what it takes to achieve your specific financial goals. We break it all down for you with simple drawings on a plain piece of paper, detailing your best action steps in easy-to-understand language.
Reaching your goals doesn’t have to be complicated. Wagner Financial Services will help you better avoid obstacles and harness opportunities to get the most out of every dollar you invest.
Marc graduated from Temple University in 1971 and has been a practicing CPA since 1975. He started his own firm in July 1980. Marc has been a CERTIFIED FINANCIAL PLANNER™ professional since 1987 and a Certified Funds Specialist since 1998. He has built his practice by using his knowledge of financial planning combined with his tax skills to create strategies that help clients pursue their financial goals.
Marc gets to know his clients and their finances by reviewing tax returns. He then uses the insights this process provides to help solve his clients' critical concerns, sometimes addressing issues before his clients even realize that problems exist.
As an accomplished public speaker, Marc often lectures other financial planners on the techniques that have made him successful. Marc has addressed the Congress of the United States on tax matters and has been to Washington, DC to help explain financial planning issues to members of Congress. He has also spoken before the Commonwealth of Pennsylvania legislature on financial planning issues, helping to get laws passed that have allowed accountants to ethically provide the financial planning services that their clients require.
Marc is insurance licensed and an Investment Adviser Representative holding FINRA Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) securities registrations.
Marc is an avid sailor and has won several trophies with his boat, "Mutual Fun," in races off the New Jersey coast. He also loves Ice Hockey and has been a coach, a licensed referee, and a Philadelphia Flyers season ticket holder since the team came to town. Marc owns three horses that he takes great pride in. Marc and his horse, Doc's Pine Shadow, have won the Western Dressage Championship in 2021 and 2022.
Marc is devoted to his grandson and granddaughter.
Don is a tax accountant and financial advisor who has been associated with Marc Wagner in the firm of Wagner Financial Services for more than 25 years. He has been an Enrolled Agent (enrolled to practice before the Internal Revenue Service) since June 2002. He was previously enrolled for more than ten years in the 1970s and 1980s. In January 2004, Don earned his Certified Senior Advisor (CSA) certification.
Don graduated from Drexel University with a bachelor’s degree in business administration and majors in accounting and military science. After being commissioned in the US Army Reserves, he graduated from the US Army Finance School in 1972. After serving in the Army Reserves, he was discharged in 1979 with the rank of Captain FI USAR.
While at Drexel, Don interned for three years with a major CPA firm and after graduation was employed by the firm. In September 1972, he was recruited by the NJ Medicaid Program to assist in the audit of nursing homes and quickly rose to manager status. While employed by the NJ Medicaid Program, he co-authored the CARE nursing home reimbursement system and was a member of the Medicaid Director’s Advisory Committee.
In 1978, Don moved to the Commissioner’s office within the NJ Department of Human Services and held numerous management-level financial positions working extensively with federal entitlement programs. He took early retirement in 1997 to join Wagner Financial Services.
Don attended Rutgers University where he earned his Certified Public Managers (CPM) certification in November 1986. While employed by the state of New Jersey and as an active member of the Association of Government Accountants, he earned the Certified Government Financial Manager (CGFM) certification in March 1996.
Don is currently insurance-licensed and is an Investment Adviser Representative with Commonwealth Financial Network®, holding FINRA Series 6 (Investment Company Products/Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Investment Advisors Law) securities registrations. He is a member of the National Society of Enrolled Agents and the Society of Certified Senior Advisors.
Don is married with four adult children and three grandchildren. In his spare time, he enjoys reading, gardening, and playing golf.
Caroline started out with an accounting background. She joined Wagner Financial Services in 2001 and has more than 20 years of experience in the financial services industry. Caroline leads our Financial Services Department. She manages client services, including account setup, maintenance, correspondence, and the management of client portfolios and mutual fund trading. Through Caroline’s efforts, our clients have benefited from her quality service and people-oriented approach.
Since joining the firm, Caroline has become a Registered Representative holding Series 6 (Investment Company Products/Variable Contracts) and Series 63 (Uniform Securities Agent State Law) securities registrations and has earned her insurance producer license.
Caroline was promoted to Financial Services Manager where she is responsible for supervising our clerical staff. She also continues to manage client services for Marc Wagner.
In 2012, Caroline attended the HD Vest Financial Planning Institute where she earned a certification. She has practical knowledge in areas such as the investment planning process, cash flow management, time value of money, equities, tax planning, and retirement planning.
Caroline is a tax preparer who prepares Individual and estate tax returns. She is also well versed in basic bookkeeping functions.
Caroline is married with a beautiful young daughter. She enjoys family activities and spending time at the Jersey shore in the summertime.
David joined Wagner Financial Services in September 2014. He is a Registered Representative and holds his FINRA Series 6 (Investment Company Products/Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (NASAA Investment Advisers Law Examination) securities registrations. Learning about the financial services industry at a rapid pace, David has continued to connect with our clients through his charisma and genuine compassion.
David lives in Jamison, Pennsylvania with his wife, Jennifer, son, Max, and daughter, Nora. David graduated from Council Rock High School South in 2006, where he played center for the ice hockey team.
David attended Bucks County Community College where he received an associate degree in business communication. After graduation, David started working at HH Gregg where he excelled in product knowledge, sales, and leadership. Alongside HH Gregg, David expanded his sales knowledge and experience selling new and used cars.
In his free time, David likes to sail and enjoys spending time with his family outdoors. He is an avid supporter of the Philadelphia Flyers. David hopes to one day to see all Seven Wonders of the World.
Michelena joined Wagner Financial Services in January 2016 as our Office Assistant. She is responsible for the day-to-day operations while assisting both clients and advisors with anything they may need done or questions they may have. She has learned about the financial services industry at a rapid pace while endearing herself to most of our clients with her charismatic personality and smile.
Michelena lives in Feasterville, Pennsylvania with her husband and their son, who is working towards a sports management degree at Temple University.
Michelena enjoys time at home with her family, including her two dogs and one cat. She also enjoys spending her time at Citizens Bank Park supporting the Philadelphia Phillies. Michelena would love to take a trip across the country and see all the sites along the way.
When you call our office, the friendly voice on the line will most likely be Julia's, ready to assist you or direct your call. She started with Wagner Financial Services in January 2017 and quickly picked up the business and befriended clients.
Julia graduated from Rutgers University where she received a bachelor's degree in sociology. While at Rutgers she was part of the Bunting program for nontraditional-aged female students and served as the president of their Sophia Club. As an alumna, Julia serves as a mentor for other Bunting women starting on their path to higher education at Rutgers University.
In her spare time, Julia enjoys dabbling in different hobbies like creative journaling, painting, and jewelry making. She is an animal lover and enjoys spending time with her husband and their pets.
Our affiliation with Commonwealth Financial Network® gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals to help us better serve your needs. Use the links below to learn more about our support teams.
Wagner Financial Services offers years of experience and an array of solutions to help you prepare for everything that comes next.