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Our History

In 1992, our founders, Ron Wagner and Steve Loftin came together to form Wagner Loftin Investment Services. They had worked their entire careers in the petrochemical industry and found they shared a common interest in retirement planning and investing. During their corporate careers, Ron and Steve had found themselves fielding questions from co-workers regarding these subjects. Realizing there was an opportunity to pursue their passion for investing, they decided to move on to their second careers and formed Wagner Loftin Investment Services.

Now in business for over 30 years, Wagner Loftin Investment Services has become a multi-generational firm successfully serving multiple generations of families.

If we are facing in the right direction, all we have to do is keep on walking.
~ Buddhist proverb ~