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Jagger is a financial advisor with a focus on helping clients cut through the noise of the financial system and make clear, confident decisions about their money. With a background in comprehensive financial planning and a passion for financial literacy, he works with pre-retirees, retirees, and families to build practical strategies that support both their lifestyle today and their long-term goals.
Before joining Allied Wealth, Jagger worked at a small RIA in Houston as a paraplanner and client service specialist, where he helped build and implement detailed financial plans and gained hands-on experience in retirement planning, investments, and client relationships. He holds a Bachelor’s degree in Finance with an emphasis in Personal Financial Planning from the University of Houston’s C.T. Bauer College of Business. He is a Candidate for CFP® Certification and holds the Series 65 and Texas insurance license, allowing him to provide advice as a fiduciary and integrate personal financial elements into a cohesive plan.
At Allied Wealth, Jagger focuses on retirement planning, investment management, and annuity and income strategies, with a particular interest in helping clients understand why each recommendation fits their situation. His approach is education-first, straightforward, and transparent—he wants clients to walk away not just with a plan, but with a deeper understanding of how the system works and how to use it in their favor. Whether someone is approaching retirement, transitioning jobs, or trying to make sense of multiple accounts and options, he is committed to making complex decisions feel manageable and aligned with each client’s real-life priorities.
Outside of work, Jagger enjoys playing basketball, watching the NBA—especially the Houston Rockets—studying chess, and spending time with his partner and their three cats. He also loves reading about the history of finance and financial regulation, which informs his perspective on today’s financial landscape and his mission to make money and planning more understandable for everyday people.
