Get Started
Financial Planners

Meagen Wagner


Financial Planner

Meagen Wagner


Financial Planner


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
  • Murray State University, BS, Applied Mathematics, 2016
  • Murray State University, MBA, Concentration in Finance, 2017


5 Questions People Don’t Ask Their Financial Advisor (But Should)

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern?

Read More
How an HSA Can Boost Your Retirement Savings

When it comes to picking a health insurance plan, the options can seem confusing. For years, I avoided my company’s high-deductible health insurance plan with a health savings account (HSA) because it felt scarier than simply paying the monthly premiums and predictable co-pays of a PPO plan.

Read More
Peter Lazaroff is one of Investopedia's Top Advisors of 2019

Every year, Investopedia honors 100 financial advisors who are influencing the financial industry. 

We are excited to announce that Peter Lazaroff has been named one of Investopedia's Top Advisors of 2019 for the second year in a row. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.