Stagner Financial Advisory

Tracy Stagner is a financial advisor at Stagner Financial Advisory with 8 years of industry experience. She holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, spending approximately half of her professional time providing accounting services. Her prior experience includes working at Navico, Inc. and managing her own accounting practice. Stagner Financial Advisory Group manages approximately $52.7 million primarily for individuals and high-net-worth clients, offering discretionary asset management, retirement plan advisory services, and personalized investment programs based on fundamental, technical, and cyclical analysis.

William Stagner is a financial advisor at Stagner Financial Advisory with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at his current firm since 2014. Outside of advising, he is involved in competitive fishing as a registered competitive fisherman. Stagner Financial Advisory provides discretionary asset management to individuals, including high-net-worth clients, and offers advisory services to sponsors of qualified retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis within a structured investment process and manages accounts primarily on a discretionary basis with regular reviews and client reporting.

Timothy Delpha is a financial advisor with Stagner Financial Advisory in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. He has worked with Stagner Financial Advisory since 2014 and has operated as a sole proprietor insurance agent since 2017. Stagner Financial Advisory provides discretionary asset management primarily to individuals, including high-net-worth clients, and offers advisory services to qualified retirement plan sponsors. The firm employs a combined fundamental, technical, and cyclical investment approach with a focus on documented client goals and risk tolerance.