About Us

 

About Our Firm

Developing client relationships reaches far beyond periodic courtesy phone calls or visits at Draggoo Financial. Braden’s years of service blend with his enriching personal history to produce exceptional service. We understand that financial and insurance needs differ across a broad spectrum. Young families planning for the future present unique challenges, while business transition and estate planning demand detailed analysis and solutions. Regardless of your situation, our team offers uncompromising support for a predictable outcome.

Our Mission

We’re dedicated to helping business owners, affluent individuals, and families protect their financial futures. We give our clients the personal attention they deserve by providing specialized case design. Our goal is to meet our clients’ objectives in the areas of retirement, estate, and business planning. We develop strong, long-term relationships with them, their families, businesses, and advisors, and strive to exceed expectations. Our clients routinely refer prospective clients to us and remain excited to work with our firm.

Our Difference

Genuine Relationships. Clarity of Purpose. Energized Service.

We help our clients put their wealth to work so that it makes a difference in what matters most to them. By listening to your concerns, dreams, and goals, we create a preferred future that rests on sound principles.

Our Core Values

EDUCATION: We bring renowned speakers and conduct free seminars on a variety of financial topics for our clients.

EMPOWERMENT: We work closely with clients and empower them to understand their financial options fully.

WISE COUNSEL: We provide wise counsel to professionals, small business owners, and not-for-profit organizations.

PEACE OF MIND: We help our clients find peace-of-mind through clear direction and experience.

"We are on a quest to be the first and best choice for premium financial services in Central Washington and nationwide."

Meet Our Team

 

Tom Mcnair

Braden Draggoo

Ben Mcnair

Tianna Sandhop

 
 

Our History

Our History

 

Braden’s first experience with life insurance came when his father passed away during his senior year of high school. Braden experienced firsthand how the insurance his father purchased provided for his family members and allowed them to maintain their lifestyle. Thanks to his dad’s foresight, Braden finished high school and attended college with financial security. Since then, he’s become one of the top-producing New York Life agents on the West Coast now helping other families with their financial planning so they’ll be prepared for every situation life brings.

 

Braden’s first experience with life insurance came when his father passed away during his senior year of high school. Braden experienced firsthand how the insurance his father purchased provided for his family members and allowed them to maintain their lifestyle. Thanks to his dad’s foresight, Braden finished high school and attended college with financial security. Since then, he’s become one of the top-producing New York Life agents on the West Coast now helping other families with their financial planning so they’ll be prepared for every situation life brings.

 

Community & Industry Involvement

Building North Central Washington

Braden is an active member of the Building North Central Washington, a non-profit trade association committed to looking after the North Central Washington building industry. They’re focused on preserving the growth of small businesses and strengthening the local economy.

Washington University Foundation Board

Braden is a Board Member of the Central Washington University Foundation Board, a non-profit corporation with a mission of supporting CWU.

Wenatchee Downtown Association

Braden is an active member of the Wenatchee Downtown Association. They are a non-profit organization dedicated to enriching the downtown experience and promoting the local culture.

Chamber of Commerce

Braden is an active member of the Wenatchee Valley Chamber of Commerce. The Chamber is committed to enhancing the experience for local businesses and visitors in their community.

Rotary

Draggoo Financial joined Rotary in 2016. Braden has been a member of Rotary Club since 2010. Tom has been a member of Rotary since 1986 and was the Rotarian President of the Wenatchee Rotary during the 1996-1997 term. The Club was founded in 1921 with 25 professionals and has grown exponentially since. Some of the projects that have been completed by the Rotary include providing lighting for recreation fields, financing DARE projects, and building parks.

Numerica Performing Arts

Ben has been a board member for the Numerica Performing Arts Center since 2013. The Center is a 550-seat venue that brings many productions to Wenatchee and relies on volunteers and business support to thrive.

Wenatchee Symphony

Tom is a trombone player with the Wenatchee Symphony and has been a member since 2014. The symphony relies on donations to bring shows to Wenatchee throughout the year. Their vision is “to unite, inspire, and enrich community life through the power of live music.”

Wenatchee Symphony

North Central Washington Hispanic chamber of commerce helps to promote growth and development for hispanic businesses in the Wenatchee area.

Million Dollar Round Table

Braden is a member of the Million Dollar Round Table (MDRT), and earned Court of the Table status two years in a row*. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence for life insurance sales performance in the life insurance and financial services business.

NAIFA

Braden is a member of the National Association of Insurance and Financial Advisors (NAIFA). Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Strategic Resources

logo

The Nautilus Group®

Braden Draggoo works hand-in-hand with specialists at the Nautilus Group®, a service of New York Life Insurance Company. They are experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from unparalleled resources when it comes to your estate.

Learn More

logo

Eagle Strategies, LLC

Through Eagle Strategies, Ben McNair and Tom McNair provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

Learn More

logo

Ash Brokerage

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Learn More

logo

New York Life

Braden Draggoo, Ben McNair and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/27/17)

Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/12/17.  For methodology, please see http://fortune.com/fortune500/

Learn More

Where We Do Business

x

Braden Draggoo

CEO/Founder

 

Braden Draggoo brings experience in providing insurance, estate planning and financial solutions to business owners, farmers, and families. He works with his clients to provide strategies for retirement and estate planning, business succession, and exit planning.

Braden’s 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.

As a Member Agent of The Nautilus Group®, Braden belongs to an elite group of New York Life agents who have exclusive access to the in-house support of planning professionals with credentials in law, taxation, accounting, insurance, and finance.

Braden is a Qualifying member of the Million Dollar Round Table (MDRT), which is recognized throughout the industry as the standard of excellence in life insurance sales performance. He is an active member of Building North Central Washington, Wenatchee Downtown Association, Wenatchee Valley Chamber of Commerce, and he has been a member of Rotary since 2010. Braden is also a member of the National Association of Insurance and Financial Advisors.

Raised in Omak, Washington, Braden graduated from Montana State University-Billings with a Bachelor of Arts degree in History and Political Science. He and his wife, Jessica, currently live in Wenatchee, Washington where he is an involved member of his local church and enjoys such activities as basketball, hiking, bicycling, and fishing.

 
x

Tianna Sandhop

Office Manager
Licensed Service Assistant to Braden Draggoo

Tianna Sandhop is the office manager for Draggoo Financial, 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 over ten 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.

 
x

Tom McNair, CLU, ChFC®

Tom is a graduate of the University of Washington with a Bachelor of Arts in Sociology. He has been in the insurance industry for forty three 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 active in his community as a member and past president of the Wenatchee Rotary Club, and is a Charter Member and current treasurer of the North Central Washington Estate Planning Council. Tom enjoys golf and playing the trombone in the Wenatchee Valley Symphony Orchestra, Swift Shift Jazz Ensemble, and the rock group, Family Dog.

Tom and his wife Mary Ann live in Wenatchee and have two children and two grandchildren.

 
x
x

Ben McNair

Financial Planner, Investment Advisor

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 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.

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. He currently serves as Secretary on the Board of Directors for the Numerica Performing Arts Center in Wenatchee.

Ben’s role with Draggoo Financial 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 Planning is the perfect career for me because my analytical side really enjoys digging in and crunching numbers; designing portfolios; and generating long term, value - 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 Planning 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 is to create lasting relationships with everyone we work with. We strive to be a trusted advisor and resource for all financial concerns.”

 

Calculators

Newsletters

  • A Roadmap for Your Family

    A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 22,997.44 +0.18
Nasdaq Composite 6,623.66 -0.01

[ Markets | Charts | Quotes | Portfolio ]

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.