We help people

Meet Your Comprehensive Planning* Team

Regardless of where you're at in life's journey, we serve individuals just like you. Our advisors closely work with clients including retirees, entrepreneurs, small business owners, institutions, and non-profit organizations. The scope of your business or the size of your account doesn't matter: Your goals and purpose does. That focus helps us create personalized life plans* tailored to your vision and situation.

*Services offered through Braden, Ben, and Tom's affiliation with Eagle Strategies LLC, a Registered Investment Adviser.

We’re Passionate About Our Mission

We help business owners, affluent individuals, and families design a preferred future. Our clients deserve personal attention and a team that cares about the details of their life experience. That’s why we aim to exceed our clients’ objectives in all aspects of retirement, estate, and business planning.

Healthy, long-term relationships with individuals and their families, businesses, and trusted advisors underscore our commitment to excellence. We’re honored by frequent referrals from our clients, and we build ideal outcomes for them and the communities we serve.

"We help people in the Pacific Northwest and beyond create life plans that reflect their goals and values."

“Our modest beginnings are rooted in our DNA: We haven’t forgotten who we are and who we serve.”

History

Services

Proudly Serving

  • Business Owners
  • Executives
  • Government Employees
  • Families
  • Retirees
  • Doctors
  • Entrepreneurs
  • School Districts
  • Individuals
  • Pre-Retirees
  • Farmers
  • And more...

Services

Specializing In

  • Financial Strategies
  • Retirement Planning
  • Wealth Management*
  • Asset Protection
  • Charitable Giving
  • Generational Wealth Planning
  • Estate Planning
  • Executive Benefits
  • Business Planning
  • Business Succession
  • Insurance and Annuities

To gain insight into progress toward your financial goals, and to understand if an advisor can be helpful,
simply enter a few basic details about your current financial situation through the link below.

Create a Plan to Achieve Your Goals

Alliances

Draggoo Financial

ELEVATED THINKING

INFINITE POSSIBILITIES

HIGHER PURPOSE

Videos

Braden

Braden Draggoo

Principal/Founder

Braden Draggoo headshot

Braden brings experience in providing insurance, estate planning and financial strategies to business owners, physicians, farmers, and families. He works with his clients to provide techniques and strategies of retirement and estate planning, business succession and exit planning. His most valuable client service is developing a roadmap for each client to help them navigate the potential financial risks that could prevent them from achieving their critical financial goals - for business and family. Engaging clients in his process helps them to crystallize their financial objectives, to act on those objectives and to provide ongoing monitoring of their progress.

Braden was born and raised in Wenatchee, WA until he was five years old. His family, then, relocated to the Omak area and he graduated from Omak High School in 2001. He graduated from Wenatchee Valley College on a basketball scholarship and in 2003 transferred to Montana State University (MSU) – Billings. At MSU - Billings, he continued his basketball career and studied Political Science and History. Upon graduating from college in 2007, he decided to come back to Wenatchee and start working in the Financial Industry as an Agent with New York Life. Braden founded Draggoo Financial Group in 2010 with the goal of providing more financial techniques and strategies for his clients. He lives in Wenatchee with his wife, Jessica, and his three children. He enjoys hiking, camping, backpacking, traveling and fishing.

  • Experience in the financial industry since 2007
  • Earned Chairman’s Council status at New York Life since 2010 (recognition for high levels of production)
  • Member Agent of The Nautilus Group® since 2010 (The Nautilus Group® is an elite group of New York Life Agents)
  • Earned Million Dollar Round Table since 2010
  • Agent of the Year –Eastern Washington General Office 2014, 2016, 2017, and 2018
  • Licensed with his series 6, 63, 66 and 7
  • Wenatchee Valley Chamber of Commerce Member since 2007
  • Building North Central Washington member since 2007
  • Wenatchee Downtown Association member since 2008
  • Member of the NCW Estate Planning Council

CA License #0H19257

Ben

Ben McNair

Financial Planner, Investment Advisor

Ben McNair headshot

A lifelong resident of Washington, Ben grew up in Wenatchee and graduated from Wenatchee High School in 1995. After graduation he re-located to Seattle to attend the University of Washington, where he studied music performance. Ben first entered the financial industry in 1999 with a nationwide bank. Prior to joining Draggoo Financial Group in January of 2016, Ben spent the previous 8 years as a Financial Planner with an elite planning department of a major insurance and financial organization based in Bellevue and Wenatchee. Ben currently holds the following licenses: Life and Health, Series 6, 63, 7, and 65.

Ben’s role with Draggoo Financial Group is to assist clients with investment goals and financial planning*. Ben is affiliated as a Financial Adviser with Eagle Strategies LLC to provide fee-based financial plans and actively managed fee-based investment platforms. Ben is also affiliated with NYLIFE Securities LLC and can offer investment products and services.

“Financial Planningg* is the perfect career for me because my analytical side really enjoys digging in and crunching numbers; designing portfolios; and generating long term, values – based plans; and also because the musician side of me gets to create personal relationships with my clients and get to know who they are as people. The planning my clients and I do together is based on what is important to them; what their values are. There are many different ways to accomplish financial goals, and no two clients, families, or businesses are the same. So, it is important that I first seek to understand who it is I’m working with, what their past experiences have been, and where they are trying to go. Then, I can customize solutions that will make sense for each client’s specific situation. Financial Planningg* is a process, not an event. No plan put in place today can be carved in stone as life is always changing. I am committed to working with my clients for the long term to ensure their plans stay up to date with their lives. Our goal at Draggoo Financial Group is to create lasting relationships with everyone we work with. We strive to be a trusted advisor and resource for all financial concerns.”

When he’s not in the office, Ben loves spending time with his wife Paige and their sons Connor and Declan. Ben has a passion for music, reading, and cooking.

Travis

Travis Guzik

Agent

Travis Guzik headshot

With just one other sibling Travis grew up in a relatively quiet household. His parents on the other hand grew up with a combined 16 siblings. There were several times the extended family would get together throughout the year and he learned valuable life lessons from all of his aunts, uncles and cousins at very young age. The most important lesson was to help each other no matter what kind of help was needed.

He has always had a passion for helping others ever since, not just his family but everyone he meets. Taking this passion, he worked at an elementary school to help young people while in College. After graduating from California Polytechnic School of Pomona, he decided to take his passion for helping others into the financial world. For 11 years he worked with an international money managing organization in various roles working to better the lives of his clients, advisors, and even co-workers he came in contact with. With his financial experience and life skills learned from his family he discovered that his dream job is one where he gets to meet new people regularly and teach them to help themselves with their financial goals.

 

“I have been told that I can have a conversation with a wall. Although I probably could, I haven’t ever tried. I am so thankful for the opportunity to live in such a beautiful place like Wenatchee while getting the opportunity to do something I enjoy on a daily basis.”

In Travis’ free time he enjoys spending time with his wife Lainey and three fur babies (his dog Wanda and two cats; Marvel and Stanley). He enjoys the outdoors, whether he is playing soccer, hiking, or sitting in his backyard with his wife. Otherwise you might seem him at the movies or chatting about the upcoming big blockbusters.

CA License #0F92682

Tom

Tom McNair, CLU, ChFC®

Financial Planner

Tom McNair headshot

Tom is a graduate of the University of Washington with a Bachelor of Arts in Sociology. He has been in the financial services industry for over forty years, and holds the Chartered Life Underwriter designation and the Chartered Financial Consultant designation from the American College of Financial Services in Bryn Mawr, PA. Tom is affiliated as an Investment Adviser Representative with Eagle Strategies LLC, offering fee-based financial planningg* and actively managed fee-based investment solutions. He is also affiliated with NYLIFE Securities LLC to offer investment products and services.

Tom is active in his community as a member and past president of the Wenatchee Rotary Club and is a Charter Member of the North Central Washington Estate Planning Council. Tom’s hobbies include listening to jazz, classical, and rock music as well as playing his trombone with The Wenatchee Valley Symphony, various jazz groups, and a rock band. He also enjoys golfing and spending time with his grandsons.

Tom and his wife Mary Ann have lived in Wenatchee since 1981 and have two children and two grandchildren.

Gordon

Gordon Schuster, M.A., LUTCF®, RICP®

Financial Services Professional

Gordon Schuster headshot

Gordon Schuster grew up on a small family farm in eastern Washington. Whether the job was preparing livestock for the Inland Empire Livestock show in Spokane, or building and repairing machinery, the family farm instilled a strong work ethic and attention to detail that serves him well in how he serves his clients.

Gordon attended Eastern Washington University where he met his future bride, Kathy. He graduated from EWU with both Bachelor of Arts and Master of Arts degrees. He and Kathy married June 02, 1973 and they have four children; Angela, Joshua, Bryan, and Rebecca. His early career was that of “Music Minister” in three large non-denominational churches. During that time he found there was a demand for his compositions and, in response, a new “sacred music” publishing company was born; Majestic Music Publications. Print music was distributed throughout the United States, Europe, Japan and Korea. The Majestic Music Publications catalog contains 1,500 compositions for church use. Gordon has also been active in the Wenatchee Valley Symphony. He has served as a member of the Symphony Board and also a member of the Symphony Orchestra as pianist and percussion section member for over a decade.

He joined New York Life Insurance Company in February of 1999. Since that time, he has earned the Life Underwriter Training Council Fellow and Retirement Income Certified Professional designations from the American College, Bryn Mawr, PA.

Gordon has served as Past President of the local National Association of Financial and Insurance Advisors and is a current member of NAIFA. He is also a Life and Qualifying Member of the Million Dollar Round Table. In 2019, Gordon received his Senior NYLIC award from New York Life celebrating his dedicated service for the past twenty years.

With a commitment to continuing education and an unwavering dedication to his clients, his strength is in designing and implementing comprehensive retirement plans. These plans are the result of hours of listening, study, and processing for each individual situation. Gordon believes that if a business owner or individual is going to entrust his or her financial assets and future to him as a manager and advisor, that bond or trust demands the highest moral, ethical, and professional attention possible. His clients can attest to his pro-active commitment and communication over the years.

Tianna

Tianna Sandhop

Office Manager, Licensed Service Assistant

Tianna Sandhop headshot

Tianna Sandhop is the lead service assistant for Draggoo Financial Group, responsible for the smooth operation of the day-to-day business and seeing that clients get what they need, when they need it. She has worked for the firm since 2010 and has nearly fifteen years of customer service experience which she uses to provide ongoing, quality service to our clients. In addition, Tianna acts as liaison with The Nautilus Group®, a professional resource. Tianna has her Washington State Life and Health License and is a Licensed Service Assistant to Braden Draggoo.

Born and raised in Wenatchee, Tianna enjoys spending her free time with her family and friends, she is an avid reader and music “connoisseur” and loves to spend time hiking, biking, and other outdoor activities.

Jessica

Jessica Draggoo

Marketing Coordinator

Jessica Draggoo Headshot

Jessica Draggoo joined Draggoo Financial Group in 2014 and works as the Marketing Coordinator. She assists Braden Draggoo with developing and implementing marketing and advertising campaigns; maintaining promotional materials inventory; and planning special events and trade shows. She also assists with the bookkeeping of Draggoo Financial Group.

Jessica graduated from Western Washington University with a B.S. in English Literature and went on to minor in Spanish and Technical Writing. After graduation, she went on to pursue a career in banking and teaching. She still teaches the violin and writes for various local magazines. In her free time Jessica enjoys playing the violin, hiking, travelling, and exploring Eastern Washington with her husband, Braden Draggoo, and their three lovely children.

Jenava

Jenava Bartel

Front Office Professional

Jenava Bartel headshot

Jenava Bartel is the newest addition to the Draggoo Financial Group team. As the Front Office Professional, she is the first and last person you will see in the office, and is instrumental in making sure clients have a positive experience. Jenava manages and coordinates the appointment process and provides support to the team by handling most of the service work. She has great aspirations here at Draggoo Financial Group and is currently studying to become a licensed assistant.

Born and raised in the Wenatchee Valley, Jen was homeschooled by her mother until she entered the Running Start Program at Wenatchee Valley College to finish out her last two years. She loves spending her free time outdoors and taking advantage of the many recreational activities we are blessed with in this region.

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,463.19 -0.80%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.