facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Meet the Vizionary Team

A unique experience from a unique team. Industry expertise meets salt-of-the-earth people.

Vizionary Wealth Management was founded on the desire to help self-made, financially intelligent clients create the life they dream of. Our advice aims to help you grow your wealth, protect your progress, and secure your future.

Our team draws from a variety of backgrounds and experiences to give you advice crafted to your unique life. Meet the team here to help guide you every step of the way.

Wayne Wagner Jr., ChFC Photo Wayne Wagner Jr., ChFC Hover Photo
Read Bio

Wayne Wagner Jr., ChFC

President

wayne@vizionarywealth.com || 


A veteran investment professional, Wayne Wagner, Jr. works closely with his high-net-worth clients, finding the right strategies for their long-term financial growth and well-being. Wayne’s advice and counsel goes beyond the personal investment realm, and includes insight into proposed and ongoing business ventures, strategic career planning as well as estate planning.

As president of Vizionary Wealth Management and an Investment Advisor Representative with WealthPLAN Partners, Wayne works with self-made, financially intelligent individuals across industries, though he has a particular expertise advising professionals in the pharmaceutical space. In fact, he is the author of the recently released book, A Business Class Wealth Vision: Financial Planning for Pharmaceutical Executives. 

Wayne has passed the Series 6, 7, 24, 63 and 65 securities exams, is registered in more than 20 states, and earned the prestigious Chartered Financial Consultant (ChFC) designation, allowing him to provide comprehensive financial planning services for his broad-based, nationwide clientele. He has done so for more than two decades, all the while upholding the highest ethical standards as he works to secure his clients' financial progress and futures. 

A visible presence within the investment community, Wayne is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. He is also a sought-after speaker on topics related to financial planning and has been a guest lecturer at several regional universities given his subject matter expertise.

Beyond his work at Vizionary, Wayne is a mentor to many. He prides himself on his work teaching young people to become good stewards of their time, talents and opportunities. Wayne has started several businesses as well, often designed to provide funds for nonprofit organizations, and he serves Sovereign Grace Church and other nonprofits by guiding their strategic planning initiatives.

Wayne and his wife, Mae, live in Pilesgrove, New Jersey, with their children, Ciera and Bryce. Together, they live by the motto: “We’re Wagners—we do big things.”

Mark Powers Photo Mark Powers Hover Photo
Read Bio

Mark Powers

Operations Manager

mark@vizionarywealth.com


Since 2007, Mark Powers has been an invaluable member of the Vizionary Wealth Management team. In his role as Operations Manager, he oversees the firm’s day-to-day business operations and is tasked with the implementation and integration of our short- and long-term strategic planning.

Outside the office, Mark is a devoted family man who cherishes time spent with his wife Danielle and their three children, Logan, Lainie, and Landon. He is also committed to building meaningful and lasting relationships in his local community in New Jersey, where he has coached basketball, served twelve years on the board of a non-profit school, and gives his time generously to several of his church’s ministries.

 

Rebekah Wagner Photo Rebekah Wagner Hover Photo
Read Bio

Rebekah Wagner

Marketing Director

rebekah@VIZIONARYWEALTH.COM


Rebekah Wagner (also known as Becky) is a marketing, communications, and design professional, who brings her extraordinary skillset to Vizionary Wealth after working for several years in the education space in Los Angeles.

In her capacity as Director of Marketing, Rebekah is tasked with expanding Vizionary’s brand and footprint across markets, managing the firm’s social media platforms, creating all marketing collateral, and handling public relations and client outreach.

When not hard at work, Rebekah participates in several recreational volleyball leagues (she is a former collegiate-level player), enjoys time with family, and takes every opportunity to explore Wilmington after relocating to the Northeast after more than two decades living on the West Coast. 

Wendy Burgess Photo Wendy Burgess Hover Photo
Read Bio

Wendy Burgess

Office Manager

Wendy@vizionarywealth.com


Wendy Burgess is our Office Manager at Vizionary Wealth Management.  She is our most tenured employee at Vizionary joining our team in June of 2005.

Wendy is the backbone of the office administration and your best resource for what’s happening! Wendy produces the client meeting preparations for Wayne. She also ensures that all paperwork is processed in a timely fashion, as well as handles incoming calls and mail. 

When Wendy is not at work, she enjoys spending time with her grandchildren (Teyla (5), Sully (4), Finn (2), and Obadiah (4 months), children and extended family.   She also enjoys taking time to explore her creative side in sewing, quilting and crafting. Wendy currently resides in North Wilmington, DE.


Katelynn Cosaboom Photo Katelynn Cosaboom Hover Photo
Read Bio

Katelynn Cosaboom

Administrative Assistant

KATELYNN@VIZIONARYWEALTH.COM

Katelynn Cosaboom is an administrative assistant at Vizionary. A versatile member of our team, Katelynn answers incoming calls, handles important paperwork and emails, and ensures that the firm’s front office runs efficiently and without a hitch. 

Outside the office, Katelynn attends Bryan University, where she is learning about medical billing and coding, and looks forward to her graduation in December. When not busy at work or school, she enjoys tubing, wakeboarding, spoiling her two dogs, and searching for the most beautiful sunsets with her husband James.