Waggoner Financial

We are excited to welcome Mason Smith to the Waggoner team!

Mason joins us as a Paraplanner, supporting our advisors and clients with the planning, preparation, and analysis that drives smart financial decisions. He brings a sharp academic foundation and a global perspective to the role.

Mason earned his Bachelor of Arts in Finance from Michigan State University with a perfect 4.0 GPA. He has a strong interest in passion assets, including wineries and the sports industry.

Outside of work, Mason enjoys boxing, taekwondo, the gym, and cooking, with a particular love for homemade soups.

Learn more about our team: https://lnkd.in/gUFQ-bEN

Congratulations to Ankit Jalan, CFP®, MBA on his promotion to Vice President.

Ankit's growth within this firm has been marked by genuine dedication — to our clients, to his craft, and to the people around him. In his new role as Vice President, he carries forward a standard of care and commitment that reflects what Waggoner Financial is built on: helping people make smart financial decisions.

We are proud to see him step into this next chapter and grateful for everything he brings to this team.

We are growing and looking for the right people to grow with us. If you are driven, curious, and excited to make an impact, we would love to hear from you.

We are hiring for:
• Wealth Advisor Associate: https://lnkd.in/gTx-VQGh
• Tax Manager: https://lnkd.in/gHDv7HBG
• Executive Assistant

Send your resume: [email protected]

In honor of , Waggoner Financial hosted A Tavola in Venice at The Local Epicurean in East Lansing — a chef-led cooking experience bringing together a wonderful group of women for an evening of food and connection.

Together we made a Roasted Garlic Caesar Wedge Salad, Handmade Five Cheese Tortellini Tossed in Beef Bolognese, and closed the night with Pear Sorbet and cocktails.

At Waggoner Financial, we believe in building community through tailored events that also support our local businesses. We are lucky to be surrounded by so many talented and inspiring women, and we're proud to have created a memorable evening for all.

This event would not have been possible without the hard work of our marketing team: Ananditha Srinagesh, Claudia Helena Lim, and Anh D**g. and amazing help and support from Kiley Eory, Mya Grant, and Camryn Berkshire.