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Meagen Wagner

MBA

Financial Planning Associate

Meagen Wagner

MBA

Financial Planning Associate

Biography

Meagen joined Plancorp in 2018 as a financial planning associate. Her educational background in mathematics and finance, along with her desire to help others succeed, makes her a great asset to the team. While in college, Meagen worked as a mentor to students with disabilities. This role helped her cultivate her passion for helping others set and achieve goals in both their personal and professional lives.

Originally from Owensboro, Kentucky, Meagen was born and raised a UK Wildcats fan. In her free time, you’ll find her exploring her new city with her two dogs, Gentry and Theo, or checking out some live music. Although she left her small town in Kentucky to live the city life, Meagen still enjoys returning to her hometown to visit with family and indulge in the local barbeque; both of which she misses dearly.

Community Involvement
  • Member of InspireHer: Plancorp Women's Initiative
Education
  • Murray State University, BS, Applied Mathematics, 2016
  • Murray State University, MBA, Concentration in Finance, 2017

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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