Marcus Wagstaff

Family Wealth Advisor

Marcus is a seasoned finance professional and Omaha native with a decade of experience spanning roles in small businesses, Family Office Wealth Management, and Fortune 500 companies. His diverse background in financial management, coupled with six years as a high school educator, uniquely positions him to bridge the gap between business expertise and financial education.

Marcus combines his passion for business, education, and helping others achieve their financial goals in his current role. His goal is to instill trust in his clients, ensuring that their needs are always put first. His commitment to financial literacy and empowerment drives his work, whether in corporate settings or educational environments.

He earned his undergraduate degree in Finance from Creighton University, equipping him with a strong foundation in financial analysis, strategic planning, and wealth management.

Marcus recently earned his Name, Image, and Likeness (NIL) Certificate, equipping him to help student-athletes, collegiate athletes, professional athletes, and their families navigate financial opportunities through strategies for income management, tax planning, asset protection, and long-term financial security.

Beyond his professional career, Marcus is a devoted husband and father of three. In his spare time, he enjoys golfing, photography, and coaching youth sports, finding fulfillment in both personal and community-driven activities.