Waggoner Financial

Meet Cody Hatridge, Wealth Management Intern at Waggoner.

Cody is a rising senior at Michigan State University - Eli Broad College of Business, majoring in Finance with dual minors in Financial Planning & Wealth Management and Spanish. At Waggoner, he contributes through case preparation, meeting notes, and client service, bringing integrity and care to each responsibility. His next goal: the CFP® certification.

When he is not in the office, you will find him doing yoga, exploring through wildlife photography, or planning his next destination.

We are grateful to have him with us this summer.

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

A warm welcome to our Summer 2026 Wealth Management Interns!

Last week, we welcomed a talented group of rising professionals joining the Waggoner team this summer. They will spend the season learning alongside our advisors, analysts, and staff, gaining real-world experience in wealth management and the values that guide our work.

We look forward to watching them grow. Welcome, interns. Let's make it a great summer.

Last Thursday, we hosted our Spring 2026 Economic Dinner at the University Club of Michigan State University.

The evening brought together great company, engaging conversation, and a look at today's economic landscape from our CEO and Founder, Eric Waggoner. Guests enjoyed refreshing drinks and a sweet finish courtesy of the MSU Dairy Store, a fitting touch for a spring evening in Michigan.

Thank you to everyone who joined us. These gatherings are a reminder of why the conversations we have outside the office matter just as much as the ones inside it.

Please join us in congratulating Jordan Bowman on his promotion to Director of Advisory Services.

Jordan brought a rare combination of experience and perspective when he joined the firm 3.5 years ago, and he has made an impact at every level since. In this new role, he will help shape the direction of our team, develop the people around him, and continue raising the bar for what this firm delivers to its clients.

We are proud to have Jordan in this role and excited about what he will help build from here.

Congratulations, Jordan!

Please join us in congratulating Shanzer Khan, CFA® on his promotion to Director of Investments & Technology.

Six years of consistent, dedicated work speaks for itself. Shanzer has been an integral part of this firm's growth — and this promotion reflects the trust, care, and standard of excellence he has brought to every stage of that journey.

We are proud to see him step into this next chapter and excited about what's ahead for our team, our clients, and our community.

Congratulations, Shanzer!

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.

Our CEO & Founder, Eric Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®, is honored and grateful to be recognized by LPL Financial as a 2026 Growth Ambassador, which represents the top 10% of growing financial advisors in the Masters level of the LPL Club Program*.

As markets continue to evolve, this recognition further fuels our mission to provide exceptional financial guidance to the families we serve. Looking forward to continuing our growth and deepening relationships with clients.

Thank you for your continued trust and partnership.

*2026 LPL Club levels are based on 2025 calendar year production among LPL financial advisors. Growth Ambassadors are the top 10% of Masters qualifiers by growth rate and additional advisors who achieved $40M+ in net new assets in 2025.

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.