Your partner in growth and strategic planning.
We believe everything is possible when you have the right people in your circle.
Wagner CFO Services works with high-net-worth families and successful family businesses.
We exist to move families forward with clear communication, goals, and objectives. We empower families to leave a family legacy by building successful businesses, growing investments, wealth transfers, and philanthropic endeavors.
Our Advisors
Teri Wagner, CPA
CFO & Strategic Family Advisor
Teri’s excitement for helping families reach their goals will have you believing anything is possible!
With more than 30 years’ experience working directly in a family office and working closely with hundreds of family businesses, Teri brings big-picture guidance and deep expertise to the many facets of family wealth.
Her profound understanding of taxes and strategic financial growth for businesses, estates, trusts, and investments brings a breadth of knowledge beyond the industry standard.
Teri excels in working with families and their related businesses who want to:
Increase business profits
Determine best wealth transfer techniques based on their particular situation
Define customized goals and steps for achievement
Develop customized reporting for analysis of businesses and investments
Reduce risk and manage cash flow
Design and implement strategic financials plans to obtain goals
Sell or merge a business
Succession planning for business transfers
Increase philanthropic endeavors and understand the tax ramifications
Have clear and effective communication while understanding family dynamics
Leave a family legacy through wealth preservation and/or philanthropy
Shontina Coers
COO & Strategic Business Advisor
Shontina’s positive outlook and belief that everyone can achieve their dreams contributes to the great success of our clients.
After more than 20 years of business experience in both operations and leadership, Shontina’s forward-thinking and implementation skills are stellar.
Our clients love Shontina’s practical and often hands-on approach to transforming ideas and goals into manageable actions that bring our client's visions to life.
Shontina loves working with clients to:
Customize the detailed pathway for greater profits
Analysis of current operating processes and improvement recommendations
Determine new practices for operational efficiencies
Integration of technology to streamline accounting processes
Create analysis of financial information for forecasting and cash-flow planning
Update and define family leadership roles and responsibilities based on goals
Create efficiencies for flow of information
Oversee management and coordination of fiscal reporting
Develop and maintain internal control systems to safeguard assets
Create budgets, forecasts, and financial statements
Monitor Key Performance Indicators
We are not a large firm with overloaded advisors. Our advisors are top-notch with vast financial education and experience, our response time is quick, and we form lasting relationships with our clients.