Harmony D. Wagner, CFP®, CPWA®

The one thing I knew about myself when I first entered the workforce was that I did not want a “sales” job. Having experienced a taste of that world, I realized that I did not want my professional life to be driven by quotas, commissions, or pressure to influence clients based on my own personal gain. Fortunately, I stumbled, somewhat accidentally, into the world of fiduciary financial guidance, and found that it was a perfect fit. For me, it’s incredibly important to do what is truly best for each client I serve and to add value to their lives in a measurable way. The element of helping others makes my work meaningful and worthy of my time and effort.

I’ve been with Bouchey Financial Group since 2016, and my role as a Wealth Advisor & Information Officer gives me the opportunity to marry my two professional passions: human connections and cold, hard data. These two areas may seem opposite to some, but I have found that they intertwine in a fascinating way. Using research and data allows me to identify trends, tendencies, and opportunities that I can translate into driving more meaningful client conversations, creating educational content, or improving everyday processes for my team. I wake up each day inspired by my wonderful family, my brilliant colleagues, and an ever-changing industry. What could be more rewarding than that?

• Harmony is a CFP® professional and CPWA®. She graduated with a Bachelor’s degree in Accounting & Information Management from Roberts Wesleyan College.