Eric is the founder and visionary leader of Waggoner, known for his forward-thinking approach to wealth management and dedication to creating a firm that thrives on innovation, collaboration, and client trust. He focuses on strategic planning, business development, and cultivating a company culture that empowers team members to grow and excel.
With extensive experience in financial planning, investment strategy, and client service, Eric works closely with leadership to shape the firm’s long-term vision. He is a CFA®, CFP®, CLU®, ChFC®, and AEP® professional and also holds insurance licenses and FINRA Series 7, 26, and 63 registrations through LPL Financial.
Beyond his work at Waggoner, Eric is a Finance professor at MSU’s Broad College of Business. Additionally, he enjoys spending time with his daughter and fostering a collaborative, empowering environment at Waggoner.