Our Team

Our President & Founder

Dedicated financial guidance built on trust

I believe every financial journey deserves clarity, strategy, and a partner who truly listens.

At Limitless Financial Group, John Wagner brings over a decade of experience in financial planning and wealth management. His mission is simple—help individuals, families, and businesses build confidence in their financial futures through education, personalized strategies, and lasting relationships.

John’s leadership is rooted in integrity, service, and a deep commitment to empowering clients to make informed decisions that protect, grow, and preserve their wealth.

John Wagner

President & Founder

Financial freedom begins with a plan—clarity today creates confidence for tomorrow.

Our Team

Our team is dedicated to guiding you with personalized strategies, expert insights, and a commitment to helping you achieve lasting financial confidence.

John Wagner

President & Founder

Lisa DiRaimo

Director of Elite Client Services

Adam Rozman

Protege

Send Us A Message

Let’s start the conversation.

At Limitless Financial Group, our mission is to understand your goals and create strategies that reflect your unique story. We empower you to make informed financial decisions today so you can build confidence and leave a lasting legacy for tomorrow.

Ready to take the next step? Let’s build your personalized financial plan together just complete the form to the right and we’ll be in touch soon.

Personalized. Empathetic. Innovative.
Client‑focused. Transparent. Trusted.

Our Difference

Guided by Purpose, Backed by Expertise.

At Limitless Financial Group, we provide clarity and confidence through strategies designed to protect, grow, and preserve your wealth.

Interested Joining Our Team?

At Limitless Financial Group, we believe in growth without limits for our clients and our people. If you’re passionate about financial planning, wealth management, and making a lasting impact, we’d love to hear from you.