27 MAY 2025 / PEOPLE UPDATES

Dean Dorton Adds Amy Wagner to Private Wealth Advisory Team

- MYCPE ONE Insights Team

Summary

It is generated by AI

Lexington-based accounting and advisory firm Dean Dorton has added Amy Wagner as a wealth advisor to its private wealth team. Known for her work in the Greater Cincinnati area, including hosting a financial advice radio show, Wagner will deliver bespoke investment management and tax planning strategies for high-net-worth clients.

Dean Dorton, a Lexington, Kentucky-based accounting and advisory firm, has announced the addition of Amy Wagner as a wealth advisor within its growing private wealth team. With FY2023 net revenue of $63.9 million, the firm continues to invest in experienced professionals to expand its integrated financial and tax advisory services.

Wagner brings nearly a decade of experience in financial advising and is widely recognized in the Greater Cincinnati area. She is known for her role as host of the Simply Money radio show on 55KRC, the Best of Simply Money podcast, and as a financial contributor on Fox19 Now and Cincinnati.com through Allworth Advice segments.

Diego Vallota, managing director of private wealth at Dean Dorton, welcomed Wagner to the firm, highlighting her commitment to client education and her alignment with the firm’s mission. Her approachable style, combined with deep financial knowledge, has made her a trusted voice in personal finance.

Wagner has built a career helping individuals and families gain financial confidence through personalized financial planning. Her role at Dean Dorton will focus on delivering customized investment and wealth management strategies to high-net-worth clients, integrating tax planning as a core component of the advisory process.

She will collaborate closely with Dean Dorton’s cross-disciplinary teams to provide holistic solutions designed to align each client’s goals with forward-looking tax and financial strategies. Wagner noted that the firm’s commitment to trust, transparency, and education aligns with her personal values and professional philosophy. Her addition strengthens Dean Dorton’s private wealth practice and reinforces the firm’s dedication to delivering comprehensive, client-centric financial guidance.

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Dean Dorton Adds Amy Wagner to Private Wealth Advisory Team

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