Kelly Wagner joined DMJ Wealth Advisors, LLC. in April 2019 with over 10 years’ experience in the financial industry. Her love of people has helped her to grow into the position of client service. She finds it rewarding to help clients and their families through the different financial stages of life. She will work closely with the DMJ Wealth Advisors team to provide and maintain excellent client service for one’s future goals and experiences.
Kelly attended Guilford College from 2010-2012 studying Business Administration. She holds her North Carolina Life and Health Insurance Licenses. She is also a graduate of Leadership Greensboro, 2015-2016.
Kelly resides in Greensboro with her husband Shane, two children, and two dogs. She enjoys spending time with her family, being outdoors, camping, and watching her kids grow up.
CREDENTIALS & COMMUNITY
NC Life and Accident Insurance License