Senior Planner
Alex Wagner
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting, Harding University
BBA – Finance, Harding University
(Summa Cum Laude)
Previous Experience:
Alex began his career at Moss, Luse & Womble, LLC, where he has spent the last four plus. During this time, he has had three different roles across three teams, gaining valuable insights and experience collaborating with dental specialists at various stages of their careers. His tenure at the firm was marked by consistency, contributions to each team, demonstrating his commitment to learning and professional growth.
Outside the Office, You’ll Find Him:
Outside the office, you’ll spot me at local sports games, cheering on our four local, professional teams.
Something Most People Don’t Know:
Alex is an avid listener of podcasts, specifically within investigative journalism genre. A follower of podcasts that delve into compelling mysteries and explore untold stories and uncover hidden truths, Alex finds a persistent fascination in the art of storytelling through this medium.
Words of Wisdom:
Embrace challenges as opportunities in disguise; they often lead to the most significant growth. Cultivate gratitude for the present, as it holds the keys to a fulfilling future. And remember, kindness is a currency that never depreciates—Could you spread it generously?