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Financial Planners

Meagen Wagner


Financial Planning Associate

Meagen Wagner


Financial Planning Associate


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


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In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.” 

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Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. And by anyone, yes, that includes you!

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Daniel Lee Wins UC Berkeley Teacher of the Year Award

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