Draggoo Financial Group | Wenatchee, WA
 
 
 
 
 
 
 
 
 
 
 
 

We help people

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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 and Ben'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.”

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

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Alliances

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HIGHER PURPOSE

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Community Involvement

Braden

Braden Draggoo

CEO and Founder

Braden Draggoo headshot

Braden has experience as a successful entrepreneur and business leader. Braden started his first business in 2007 and truly feels there are three ways to grow wealth; slow, fast, and faster. He is passionate about the fastest way to grow wealth and helping people change their relationship with money; Being more efficient, leveraging money, the velocity (money movement), and aligning your money with your lifestyle. His “we help people” approach is focused around morals, values, and a human connection; aligning our client’s wealth with what they truly care about.

Braden believes in helping business owners and clients with more than just money. We believe in people over profit. One of Braden’s most valuable assets is sharing his network and relationship capital with our firm’s clients. People will go where they’re treated best.

Braden 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 majored in political science and history. Upon graduating from MSU- Billings University in 2007, he came back to the Wenatchee Valley and began 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. Braden enjoys coaching sports teams, riding horses, hiking and swimming in Lake Chelan with his family.

  • Earned Cabinet Council status at New York Life 2021-2025- which is the highest level of production in the company.
  • Council is an annual New York Life recognition program based on agent production from July 1-June 30.

  • Earned Chairman Council at New York Life from 2013-2025
  • In 2022, was awarded the AAC, Agent Advisory Council, Triple Crown with NYL
  • Member Agent of The Nautilus Group® since 2010 (The Nautilus Group® is a service of New York Life Insurance Company)
  • Earned Million Dollar Round Table 2010-2025. The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
  • Agent of the Year – Eastern Washington General Office 2014, 2016, 2017, 2018, 2019, 2021, 2023
  • Earned the following licenses/registrations with FINRA, series 6, 63,65, 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 Insurance License Number 0H19257 for insurance, securities and financial planning
Tommy

Tommy Krawczyk

Financial Adviser

Ben McNair headshot

Tommy, a native of Wenatchee, graduated from Eastmont High School. Growing up, he developed a passion for wrestling, hunting, hiking, and all things outdoors. You can often find him alongside his father, exploring the natural beauty of Wenatchee and beyond. Although initially he considered a career in the Navy, Tommy ventured into real estate before finding his calling at Draggoo Financial Group. He was able to find passion in a career where he could help the lives of the people that make up his beloved hometown, and beyond.

At Draggoo Financial Group, Tommy serves as a dedicated Financial Services Professional, holding licenses in Life, Health, Series 6, 63, and 7.

Beyond his professional endeavors, you can find Tommy in adventures such as rock climbing and backpacking. He cherishes spending quality time with friends and family whenever possible.

Ben

Ben McNair

Director of Financial Planning, VP of Asset Management
Associate Financial Adviser

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 division of Metlife based in Bellevue. Ben currently holds the following licenses: Life and Health, Series 6, 63, 7, and 65.

Ben is the director of financial planning for Draggoo Financial Group and serves as an Associate Financial Adviser to Braden Draggoo. Ben’s role is to design and create the written Financial Plans for our clients.

When not in the office, Ben loves being outside with his wife Paige and his sons, Connor and Declan. He is an avid skier, hiker, runner and cyclist.

Travis

Travis Guzik

VP of Investments and Director of Retirement Plans
Associate Financial Adviser

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; he learned valuable life lessons from all of his aunts, uncles and cousins at a 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 American Funds as an international money manager 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.

Travis Guzik's role with Draggoo Financial Group is as an Associate Financial Advisor. Travis currently holds the following licenses: Life and Health, Series 6, 7, 63, and 65.

“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.”

Travis enjoys spending quality time with his wife Lainey, their son Marek, and their fur babies. He enjoys the outdoors, whether he is playing soccer, hiking, or sitting in his backyard with his wife. Otherwise you might see him at the movies or chatting about the upcoming big blockbusters.

Eric

Eric Tollefson

Service and Customer Support

Travis Guzik headshot

New Coeur d'Alene resident Eric Tollefson was raised in Juneau, Alaska. He spent time growing up playing football and learning music. He spent his summers with his family in Kennewick, WA and still has many ties to the area.

He started his career in wealth management in 2006 in Bend, Oregon. He assisted clients with their retirement plans and growth before eventually moving to Seattle to pursue music in 2012. Thankfully, shortly after moving to the area, he was recruited by Russell Investments to consult to financial advisors. Two years later Eric was promoted to a Regional Director and oversaw the Mountain West that included Alaska, Montana, Wyoming, and the Dakotas.

He later joined Frontier Asset Management in 2020 to be closer to home, while partnering with financial advisors across the northwest and mountain states. His experience representing each top tier asset management firm has shaped his expertise in helping families, businesses, and trusts with efficiencies in tax managed investing, transitioning wealth, and achieving their outcomes. He’s been a featured speaker and panelist across west coast the US, and has also been published in two financial advisor publications, Seeking Alpha and Think Advisor.

He spends time writing records in his off time and has shared stages with many of his heroes he still gets to call friends. Eric is looking forward to once again living in a beautiful setting like he grew up in, enjoying a much better quality of life than a city, and being in a community where your handshake and word both matter.

Tom

Tom McNair, CLU, ChFC®

Associate Financial Adviser

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 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

Director of Operations and Licensed Service Assistant

Tianna Sandhop headshot

Tianna Simpson 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 almost twenty 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 husband, Keith, and other 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

Chief Operations Manager

Jessica Draggoo Headshot

Jessica grew up in a tech-free, organic, family culture in the Pacific Northwest; where team spirit, hard work, and strong ethics are the winning recipe. An upbringing that is nonconforming, and untraditional in today's world.

One of her first jobs was at a ski & bike shop. Now, you would think as a high schooler you would be cleaning, and doing menial tasks. But, unlike most, Jessica ran sales. Even as a high schooler, pursuing the honor roll. She managed to sell, and she did it well. This helped lay the foundation for her future endeavors. For now, her next step among most, was at Western Washington University.

After high school, Jessica attended Western Washington University, graduating in 2010. Unlike many who abandoned their childhood hobbies, she remained devoted to the violin, even performing at The Icicle Youth Symphony.

At around this time, Jessica graduated from WWU, in 2010. She had become deprived of the cold musty air and the damp sidewalks. While Seattleites would have to call the two days they had without rain, their summer. Jessica did not. She missed the sunny side, leaving her no choice but to escape the musty, rainy society of the West.

After college, Jessica returned to her sunny hometown, Wenatchee. She initially embarked on a career in banking but soon found herself pivoting after meeting her husband, Braden Draggoo. She joined her husband's business, Draggoo Financial Group, where her dedication and tireless work led her to become licensed in life, health, and disability insurance, supporting her husband in growing the business.

Today, Jessica is fully immersed in the world of small business, helping manage multiple ventures alongside her husband. With an unwavering work ethic and commitment to excellence, she brings energy and focus to every project she takes on. As her friends and colleagues often say: "If you want it done right, say yes to Jess!"

Anita

Anita Yeremenko

Creative Director and Marketing Manager

Anita (Onishchuk) Yeremenko Headshot

Anita (Onishchuk) Yeremenko is the Creative Director and Marketing Specialist at Draggoo Financial Group. Her primary role consists of event planning, compliance, graphic design, client appreciation, media, and branding. She works on maintaining relations with clients by organizing and developing specific client-relations programs and collaborating with the business team to uncover insights for branding strategies.

Anita graduated with her degree in Business Marketing from Shoreline Community College. Her main experience encompasses branding, digital, print and event marketing. Anita has musical experience and a Choral Conducting Certificate. She is tri-lingual – fluently speaking in Ukrainian, Russian, and English. Outside of the professional realm, she enjoys weight-lifting, hiking, travel, singing, and all things creative.

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.

Holly

Holly Chick

Office Manager

Holly headshot

Holly's administrative and customer service skills are second-to-none. She brings a high level of attention and detail to all her responsibilities in the office; be it servicing clients policy needs, as a scheduler-managing the firm's calendar (we call her the schedule whisperer), to bringing smiles wherever she goes, she manages the office with joy and efficiency.