Lora Johnstone has almost 30 years of experience in the financial services industry and holds IACCP® and AAMS™ designations. She graduated from Mars Hill University with a degree in International Business. Outside the office, Lora is an active member of First Baptist Greenville, Safe Haven & Educational Adventures, and the PTSA. She and her husband… Read more »

Angela joined the Wagner Wealth Management team in 2026 with over twenty years of experience in specialized client accounting and tax consulting. Known as a versatile leader, she provides hands-on analysis of tax returns, cash flow and business valuations, ensuring clients receive technical precision and strategic insight. A member of the South Carolina Society of Accountants,… Read more »

Clay Koch joined the Wagner Wealth Management team as a wealth advisor in 2024. His career in the financial services industry began in 2015, while he was pursuing his degree in International Business at College of Charleston. During that time, Clay also earned his Series 7, Series 65, Series 66, and Life and Variable Annuity… Read more »

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 »

Sara joined the Wagner Wealth Management team in 2020. Sara’s prior professional experience includes various administrative and operations roles, including a position within a wealth management firm. She spent over a decade working as a college administrator before transitioning into the financial services industry. Sara was drawn to the financial services industry because it offers… Read more »

Mimi has been an integral part of Wagner Wealth Management since 2017. Starting as a licensed administrative assistant, over the years Mimi has also assumed such roles as the firm’s primary trader, wealth advisor, and overseeing day-to-day operations and client services. Mimi’s vast experience and versatility led to her current position as Chief Operating Officer…. Read more »

With more than 30 years of financial management experience, Scott Davis brings seasoned insight and strategic guidance to every client relationship. As a CERTIFIED FINANCIAL PLANNER™ professional and licensed Financial Advisor, he is known for delivering thoughtful, personalized wealth management solutions tailored to the unique needs of individuals, families and business owners. Scott’s career includes… Read more »

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 »

Dan Wagner has over 30 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 »