Meet Our Team
Meet the People Behind Hagen Wealth Management.
Our team brings decades of experience and a personal approach to helping clients navigate their financial lives. Together, we provide the guidance, attention & support our clients have come to expect from us.
Chris M. Hagen, MBA
Founder & Financial Advisor
As the Founder and a Financial Advisor at Hagen Wealth Management, Chris has been helping clients feel confident, connected, and in control of their financial lives since 2002.
With more than two decades of experience, Chris provides one-on-one financial guidance tailored to each client’s goals and needs.
His personalized recommendations help clients build diversified portfolios while managing market risk. He advises clients on a wide range of financial matters and across multiple securities classes, including mutual funds, closed-end funds, stocks, and bonds.
Learn More About Chris
Chris meets regularly with clients to review goals, measure progress, and provide an overview of portfolio holdings and their role in balancing risk management with growth potential. Clients also have 24/7 access to their portfolios through digital tools.
Chris earned his Master of Business Administration in Finance and Economics from Troy University in 2002 and his Bachelor of Science in Business Administration from Faulkner University in 1997.
Chris is married to his wife, Amanda, and they have two daughters. They are active in the March of Dimes and are members of First Baptist Church Montgomery, where Chris serves on the Finance Committee and is a member of the Seabrook/Monroe Sunday School Class. He also serves on the boards of the YMCA at Peppertree and First Choice Women’s Medical Center.
In his free time, he enjoys golf, spending time at the beach on 30A Florida, and being with his family.
Cory Wright
Financial Advisor
Cory began his career with Hagen Wealth Management as a summer intern in 2020 and 2021 before joining the firm full time in June 2022.
He is dedicated to providing thoughtful, relationship-driven financial guidance tailored to each client’s goals and long-term objectives.
Learn More About Cory
He earned a Bachelor of Science in Business Administration with a concentration in Finance from Auburn University in 2022, where he was an active member of Alpha Tau Omega fraternity.
A Montgomery native, Cory attended Saint James School from elementary school through high school. He later returned to Saint James as an assistant football coach, serving for six years and as a member of the school’s 2022 state championship staff. His time coaching strengthened his appreciation for leadership, discipline, and teamwork—qualities he brings to his work with clients today.
Outside the office, Cory enjoys spending time with his dog, Wrigley, playing golf, and following his favorite sports teams.
James Perry
Financial Advisor
James "Jim" Perry joined Hagen Wealth Management in March 2026 as a Financial Advisor and Retirement Plan Specialist, bringing nearly 40 years of experience in the retirement plan and financial services industry.
Jim works with businesses and individuals, providing practical, solutions-oriented guidance across both qualified and non-qualified retirement plans.
Learn More About Jim
A graduate of Auburn University, Jim has built a career spanning retirement plan consulting and administration, financial advisory services, marketing, bank trust, and recordkeeping. He also spent 16 years as a retirement plan marketing consultant with leading Third-Party Administration (TPA) firms, developing extensive experience in plan design, actuarial services, and retirement plan operations.
Jim works closely with employers to design, manage, and optimize retirement plans while helping mitigate fiduciary risk. His experience includes plan governance, benchmarking and fee analysis, vendor evaluation, investment oversight, and participant education programs designed to promote financial wellness and stronger retirement outcomes. He can also serve in either a 3(21) or 3(38) fiduciary capacity.
At Hagen Wealth Management, Jim brings that experience to a collaborative approach centered on each client’s needs and goals. By combining personalized planning, technology, and thoughtful guidance, he helps clients make informed decisions and move forward with greater clarity and confidence.
Jennette Williams
LPL Registered Sales Assistant
Jennette has worked alongside Chris since 2002 and brings nearly three decades of financial services experience to Hagen Wealth Management’s clients.
She began her career in the industry in 1996 and focuses on providing responsive, personal service while helping clients navigate their day-to-day account and operational needs.
Learn More About Jennette
Jennette earned a Bachelor of Arts in Business Administration with a concentration in Accounting from Auburn University at Montgomery in 1999. She also holds FINRA Series 7 and Series 63 registrations through LPL Financial.
She especially enjoys the variety of her role and the opportunity it provides to build lasting professional and personal relationships with clients. Whether answering questions or resolving operational issues, Jennette finds particular satisfaction in finding solutions and making things easier for the people she serves.
Born and raised in Montgomery, Jennette now lives in Wetumpka with her husband and son. She and her husband are members of Landmark Church of Christ.
