“An investment in knowledge pays the best interest.” – Benjamin Franklin

Clay Koch

Clay Koch joined the Wagner Wealth Management team in 2024 with over nine years of experience in the financial services industry. He graduated from the College of Charleston with a degree in International Business. Clay began his path to a career in wealth management early, earning his Series 7, Series 65, Series 66, and Life… Read more »

Katie Keppler

Katie Keppler has over 11 years of experience in the financial services industry. Katie, a Certified Financial Planner™, earned her BA from Boston College. She holds the Series 7 and 66 licenses as well as the Life and Variable Annuity Insurance license. Katie rejoined the Wagner Wealth Management team in 2024. Outside the office, Katie… Read more »

Shanna Walker

Shanna earned a degree in Finance from Wofford College. Her background includes work in the financial services industry, as well as commercial real estate finance and development. In 2009, after the birth of her second daughter, Shanna stepped away from her job in real estate finance to spend more time with her children. For the… Read more »

Allison Holland

Allison has been in the financial services industry since 2009. She earned her Bachelor of Science from Clemson University and holds the Series 7 securities license, as well as the Series 63 license. She stays involved in the community as a member of St. Mary Magdalene Catholic Church and as a volunteer fundraiser for the… Read more »

Sara Stuart

Sara joined the Wagner Wealth Management team in 2020. If you call or visit our Greenville office, she is the first person you will reach and provides support to our advisors. In her role, she most enjoys getting to know and assist all the clients in whatever way possible. Prior to joining the Wagner Wealth… Read more »

Mimi Edwards

In 2015, after homeschooling for six years and teaching middle school for two, Mimi started a new career in the financial industry. Since joining the industry, Mimi has obtained her Life and Health Insurance license, Series 7 and 66 licenses, as well as, her Chartered Retirement Planning Counselor ℠ designation. Along with learning everything she… Read more »

J. Scott Davis

Scott Davis has over 23 years of financial management experience. A CERTIFIED FINANCIAL PLANNER™ Professional and licensed Financial Advisor, his knowledge, experience, and focused commitment provide tangible value to clients within a variety of industry sectors. Scott has been an integral part of several national investment banks, which gives him a distinctly refined perspective on… Read more »

Jennifer Osgood

Jennifer Osgood is a Partner and Wealth Advisor with 20 years of experience in Wealth Management and Financial Services. Jennifer has a Financial Management degree from Clemson University and has been with the firm since its inception. She has extensive knowledge of the financial planning and investment process and oversees the firm’s retirement plan implementation… Read more »

Jeff Herman

Jeff Herman has over 30 years of wide-ranging experience in the financial services industry. He has held various positions, ranging from Financial Advisor to Executive Officer. Prior to joining the Wagner team, Jeff worked in New York and Tokyo, building and distributing a Variable Annuity for the investing public. Jeff’s unique international perspective is a… Read more »

Dan Wagner

Dan Wagner has over 25 years of extensive experience in the field of wealth management. As a licensed Wealth Advisor, his diverse career experience includes leadership within some of the world’s largest financial institutions and insurance companies. Dan’s vision, determination, and commitment to client service and success fueled the creation of Wagner Wealth Management, and… Read more »