Meet the Team
At Echelon Advisors our team of highly experienced professionals are dedicated to supporting your employee benefits, commercial, specialty, or personal insurance needs. Our team takes a proactive approach to ensure your strategic risk management plan provides comprehensive coverage while supporting your long-term objectives. Whatever your insurance needs are, the Echelon Advisors team can provide tailored care and solutions. Contact us today to learn more.
Founder & Chief Executive Officer
Thomas Wagner, Founder & CEO of Echelon Advisors is an experienced executive and entrepreneur with extensive knowledge in the insurance and risk transfer industry. He has led multiple teams, created and develop programs for national franchisors, state systems, hospital systems, and mid-size employers.
Sr. Benefits Account Manager
Shannon Baptiste is our Sr. Benefits Account Manager for Health & Welfare and her experience ranges from Client Advocacy to implementing medium to complex commercial, employer, and health plan projects.
Senior Program Director
Chad has over a decade of experience in the health insurance industry and currently manages our multiple captive programs and leads our account management team.
Benefits Account Executive
Fred has 25 years of benefits administration experience and provides more benefits to his team by implementing programs to defeat increases while improving the benefits.
In this position, Dana works closely with the Founder & CEO, Program Directors, and Producers providing administrative assistance with the coordination of various activities, meetings, conferences, and workshops.
Where we are
7500 Rialto Blvd
Austin, TX 78735
Get Directions >
2150 S Central Expy, Suite 280
McKinney, TX 75070
Get Directions >
Request a consult
We typically respond within 24 hours.