Our Team
KELLY WAGNER
Client Services Specialist
My role at TFA
I help clients with any money movement and paperwork and take care of receiving outside information from the client.
My motivation
I want others to be treated the way my parents are treated. My goal in life is to always put a smile on someone’s face.
My life outside of TFA
Outside of TFA, I am a mother, wife, daughter, and sister to the ones that mean the most to me. I love to camp, bowl and cook anything in the kitchen.
Favorite Movie
The Blind Side
Favorite Book
The Bible
Favorite Quote
I can do all things through Christ who strengthens me: Philippians 4:13
Secret Skill
I love to paint.
Best Advice
Listen before you speak.
We’re here to help you Live With Intention.
Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.
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