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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
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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 live in Delaware and have two adult children who are continuing to grow in amazing ways. Together, they live by the motto: “We’re Wagners—we do big things.”

Michael Aster Photo Michael Aster Hover Photo
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Michael Aster

Vice President

Michael Aster (who goes by ‘Michael’) is our most recent addition to the team here at Vizionary and brings to our company over three decades of experience as a registered investment advisor. For the past decade, Wayne and Michael have been cultivating deeper roots beyond their friendship which has allowed Michael to entrust his existing clients and refer new ones to our firm. This also allowed Michael to work part-time for the last 3 years, enabling him to complete his Master of Biblical and Theological Studies from Dallas Theological Seminary. In addition to his conferment at Rutgers University with B.A. in Finance/Economics, he’s also securities licensed with his 6, 63, & 65. 

When Michael is not working, he can be found in the gym, on the golf course, traveling, reading something good, or even piloting a small plane. 

Mark Powers Photo Mark Powers Hover Photo
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Mark Powers

Vice President of Operations

mark@vizionarywealth.com


Since 2007, Mark Powers has been an invaluable member of the Vizionary Wealth Management team. In his role as Vice President of Operations, 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 and their three children. 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.

 

Brielle Colbert Photo Brielle Colbert Hover Photo
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Brielle Colbert

Senior Client Specialist

Brielle has nearly a decade of experience in the financial services industry. Over the years, she has worked as a resource to high- and ultra-high-net-worth individuals in a variety of positions with wealth management firms and family offices. She continues on this path as a Senior Client Specialist at Vizionary.

Having held Series 6, 7 and 63 licenses, Brielle is now working to attain Series 65 accreditation. Her impressive background and training uniquely qualify her to service Vizionary’s clientele. Day in and day out, Brielle works to ensure that the Vizionary Client Experience is achieved. The main part of Brielle’s work involves communication with our existing and prospective clients, by scheduling client meetings, managing our My VizionPLAN Client Portal, updating and distributing client reports, and maintaining Vizionary’s CRM, among many other things.

When not hard at work on behalf of Vizionary clients, Brielle enjoys spending time with her husband, close friends, and family. She especially enjoys chats over coffee, a good read, and being outdoors.

Rebekah Wagner Photo Rebekah Wagner Hover Photo
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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. 

Angela Spurlin Photo Angela Spurlin Hover Photo
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Angela Spurlin

Administrative Associate

Angela Spurlin (also known as Angie) is an Administrative Associate who delights in customer care and connection. In her capacity on the Accounts Department team, Angie is a supportive resource in preparation of transactions, ensuring the process runs efficiently and smoothly.  This is a ‘mission critical’ area of our work with clients and Angie’s experience, and professionalism is a valuable addition to the Vizionary Team. We are excited about what her addition means for the future of client service here at Vizionary. 

Outside of the office, Angie cherishes time spent with her two sons, venturing into nature to find new trails to hike and find critters to hunt. She also enjoys spending time and building relationships in her local church’s community.



Wendy Burgess Photo Wendy Burgess Hover Photo
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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 and handles incoming calls and mail. 

When Wendy is not at work, she enjoys spending time with her grandchildren, children, and extended family.   She also enjoys exploring her creative side in sewing, quilting, and crafting. Wendy currently resides in North Wilmington, DE.


Ciera Wagner Photo Ciera Wagner Hover Photo
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Ciera Wagner

Executive Coordinator

 Ciera Wagner (also known as CJ) is the newest addition to our team here at Vizionary. As Executive Coordinator, she has a passion for organization, efficiency, and research as she looks for the newest innovations to help our team to continue to grow. 

Ciera graduated from Union University with a Bachelor of Science in Business Management and a Minor in Finance in just three years. In her third year of college, she took on studying for her NJ Real Estate license and soon after graduating, she passed her DE Licensing Exam. Since beginning in the office, Ciera is now working on attaining her Series 65 Securities license. Her strong academic background and attention to detail have prepared her well for the demands of her current role, where she works closely with senior executives and clients to ensure that their busy schedules run smoothly and efficiently. 

When she is not working, Ciera enjoys spending time with her family, future husband, and close friends while traveling and exploring new places (and incredible food) all over the world.