We are a Trusted Investment Team
for your financial future
Meet the team dedicated to helping you build a retirement filled with purpose, passion, fulfillment, and confidence
Leadership Team
Andrew Wagner
President
With a distinguished tenure of over a decade in executive leadership, Andrew transitioned from the corporate sphere to embark on the next phase of his career by establishing an Independent Brokerage.
Drawing upon his extensive background in Finance and Business Management, Andrew has channeled his expertise to fuel his commitment to providing unparalleled support to clients and cultivating a dynamic team on a nationwide scale. As he oversees the day-to-day operations of the agency, Andrew remains steadfast in his dedication to excellence.
Andrew, accompanied by his high-school sweetheart Haley and their children, made a strategic relocation from their hometown of Buffalo, NY to inaugurate the Charlotte, NC office in late 2019. This move not only reflects Andrew’s visionary leadership but also underscores his ability to seamlessly integrate into new environments. Today, they proudly consider the Carolinas as their cherished home.
Genna DeMetsenaere
VP of Client Relations
Carl Torres
VP of Product Strategy
Genna DeMetsenaere
VP of Client Relations
With an MBA in Finance and a decade of experience in financial services, Genna brings an unmatched passion to her clients and her team. After starting her career in Financial Planning, she partnered with Wagner Wealth and has played and integral part of our growth over the last 8 years.
We are proud to have her bring her relentless drive and passion to our team and clients in her new role as Vice President!
Kellie Tucker
VP of Operations
With a Bachelor’s degree and background in non-profit management, it was very easy for Kellie to find her passion here at Wagner Wealth. After switching career paths and diving head first into the financial services, Kellie quickly rose through the ranks and made an enormous impact not only on our team, but in her community.
We are proud to have her serve as Director of Operations for the agency!
Carl Torres
VP of Product Strategy
Carl is a seasoned financial advisor with a passion for helping individuals achieve their financial goals. With nearly a decade of experience, he specializes in crafting personalized strategies that align with clients’ aspirations. Carl’s diverse background within a captive agency as a producer trainer as well as a product specialist in the broker dealer space has allowed a commitment to lifelong financial literacy empowering his clients to make informed decisions, fostering long-term financial success.
Whether navigating investments, retirement planning, or wealth preservation, Carl is dedicated to providing tailored solutions for a secure financial future.
Alex Tkacz
VP of Innovation
Alex is a dedicated professional with a diverse background in financial services. Having studied at Syracuse University, he brings a well-rounded perspective to our partnership. With a focus on personalized solutions, he is always there for his clients to help navigate your unique financial journey.