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Allie Wagner

Senior Business Strategist

Allie Wagner joined The Independent Grid in 2025 as the Senior Business Strategist, where she gets to do what she loves most—help great teams run even better. Whether it’s refining processes, mapping out big-picture goals, or finding smarter ways to work, Allie operates behind the scenes to keep things running smoothly as the firm continues to grow.

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Allie's Story

Education

​Bachelor of Science from Eastern University​

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Bio​​

Prior to joining The Independent Grid, Allie held leadership roles at West Shore Home and Duck Donuts Franchising Company. With hands-on experience scaling small teams into national brands and enhancing the customer experience along the way, she brings clarity and momentum to complex challenges. Allie has led initiatives that boosted team collaboration, streamlined operations, and built structures for sustainable growth. She’s just as comfortable developing strategy as she is rolling up her sleeves and making things happen. These experiences gave her a strong foundation in cross-functional collaboration and driving operational excellence—all while delivering a five-star experience. She brings that same energy and curiosity to her work at The Independent Grid every day.

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When she’s not in strategist mode, you can find her in Dillsburg, PA, wrangling spreadsheets and toddlers (twins! + two) with her husband and their wild Labrador, Cooper. Most weekends, she’s on the sidelines of a sports field cheering on her kids—but when the opportunity comes, she loves relaxing (well, trying) at the beach. Allie believes work should be meaningful, but also a little fun—and that the best solutions usually start with a good question and a strong cup of coffee.

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For financial professional use only. Testimonials may not be representative of the experience of other financial professionals and is no guarantee of future performance or success. 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor to residents of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.   

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