Michelle Lee Wagner, MBA, CFP®

“Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential.” -- JOHN MAXWELL

Michelle Lee Wagner is the Founder of Maxima Wealth Management and has over two decades of experience helping individuals and families pursue their financial goals. As a fiduciary, she is committed to acting in her clients' best interests, with expertise spanning wealth preservation, retirement planning, and advanced estate strategies. 

Michelle is also a proud member of the U.S. Air Force Reserves, where she has served since 1987 and holds a senior leadership role. She holds a Bachelor of Science in Economics from Arizona State University’s W. P. Carey School of Business and a Master’s in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ professional.

Operations/Compliance
LPL Financial is an independent broker dealer providing the highest quality of service. Because they are independent, they give their investment representatives the freedom to decide which products are the best fit for the client. More importantly representatives have access to a wide array of respected products and services available in order to pursue their clients’ goals and objectives.