Meet the Team

Wayne Wagner, Jr., ChFC – President
wayne.wagner@lpl.com

Wayne Wagner, Jr. is president of Vizionary Wealth Management and an Investment Advisor Representative with LPL Financial. He holds the Chartered Financial Consultant (ChFC) designation, your assurance of his commitment to practicing with the highest degree of ethics and honesty. He also holds Series 6, 63, 65, 7 and 24 securities registrations through LPL Financial.

Wayne is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. He is a frequent guest speaker and published writer on estate planning, business planning and personal finance. He has guest lectured at a number of regional universities and participated in many industry meetings and panel discussions.

Most recently, Wayne was invited to attend Barron’s Top Advisors Summit with a very limited number of financial advisors from around the country. He is routinely ranked in the top 2% of LPL advisors based on production. Wayne is registered in over 20 states and has client relationships around the globe.

When not busy helping his clients to pursue their financial goals, Wayne mentors young people to become good stewards of their time, talents and opportunities. He volunteers as Chairman of the Board at Salem County Christian Academy and is active in his church. Wayne and his wife, Mae live in Pilesgrove, NJ with their children Ciera and Bryce.


Mark A. Powers – Operations Manager
mark.powers@lpl.com

Mark Powers is the Operations Manager at Vizionary Wealth Management. He joined the Vizionary team in a part-time role in the winter of 2007 and transitioned to a full-time role in the summer of 2008. Mark is responsible for various operations functions, including compliance tasks, developing relationships with vendors, investment research, and implementing Vizionary’s investment strategies to best serve our clients.

When Mark is not at work, he enjoys spending time with his wife, Danielle, and their three active children, Logan, Lainie, and Landon. Whether it is coaching their little league teams, sitting on the Board at Salem County Christian Academy, or emceeing at the Academy’s basketball games, Mark is committed to building relationships and giving his time generously to the local community. Mark and his family currently reside in Pennsville, NJ.


Wendy Burgess – Office Manager
wendy.burgess@lpl.com

Wendy Burgess is the Office Manager for Vizionary Wealth Management. She is our most tenured employee, having joining the Vizionary team in June, 2005. Wendy is the backbone of the office administration and your best resource for what’s happening! Wendy produces the client meeting preparations and quarterly reports for Wayne, and ensures that all paperwork is processed in a timely fashion. She takes our incoming calls and handles the mail as well.

Away from the office, Wendy enjoys spending time with her children and extended family. She also enjoys taking time to explore her creative side with sewing, quilting and crafting. Her first grandchild is on the way and she is making homemade cloth diapers for the new baby. Wendy currently resides in North Wilmington, DE.


Shannon Oberman – Marketing Associate
shannon.oberman@lpl.com

Shannon Oberman is our Marketing Associate and the newest employee at Vizionary. She joined the team in a part-time position in the summer of 2010 and worked into a full-time position three years later. Shannon focuses her time on marketing, establishing a social media presence for Vizionary Wealth Management and coordinates Wayne’s schedule.

In her free time, Shannon enjoys spending time with her husband, Bill, and their three active children, Billy, Emily and A.J. Shannon devotes her time to the local community, with special attention to the school her children attend. She works with the school’s fundraising and marketing team and helps her husband build a dynamic athletic program for them. Shannon currently resides in Pennsville, NJ.