Rebecca Wagner

She grew up in Indiana, where investing and financial responsibility were instilled in her from a young age by her late grandfather. She went on to earn her bachelor’s degree in economics from Indiana University.

Rebecca began her career working under an advisor near her hometown before completing an internship with Charles Schwab in Phoenix. While her experience at Charles Schwab was valuable, she discovered her passion for building close client relationships and delivering customized advice—an approach that aligns well with firms like ARQ Wealth.

At ARQ, Rebecca brings experience advising high-net-worth clients through sophisticated cash flow planning, customized investment portfolios, business owner retirement strategies, and tax-conscious long-term planning. She also works closely with families to strategically plan for education expenses.

Outside of work, Rebecca enjoys camping and spending time in the Prescott Mountains with her husband and their toddler son, Wade. They frequently travel to visit family. Wade has visited five states and three European countries, all before the age of three. Their future travel plans may slow slightly as they prepare to welcome twins in February 2026.