Jagger is a Portfolio Manager with nearly a decade of experience in Financial Services. After graduating from Illinois State University with a degree in international business, he moved to Arizona to begin his career at Vanguard. There, Jagger developed a passion for retirement planning, inspired by his own family’s experiences. He worked directly with clients and advisors, offering advanced financial planning tools and portfolio insights to help them navigate retirement.
Jagger holds a life and health insurance license. He values taking the time to understand each client’s needs, emphasizing active listening to offer tailored solutions. His decision to join Trajan Wealth was driven by the firm’s commitment to the fiduciary standard, where he ensures clients’ best interests are always prioritized.
Originally from Northern Illinois, Jagger grew up playing hockey and still participates in men’s leagues (yes, there is ice hockey in the desert). He enjoys wake surfing (especially at Lake Powell), hot yoga, off-roading, and exploring the Southwest when he is not working in the garage on his Jeep. Jagger lives in Phoenix, AZ with his dog, Gnarly, and hopes to one day start a family.
Favorite Food
Picanha Steak
Favorite Hobbies
Ice Hockey, Wake Boarding, and Working on his Jeep.
Quote
“You miss 100% of the shots you don’t take.”~ Wayne Gretzky
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