Photo of Daniel S. Vogel, CPA

Daniel S. Vogel, CPA

Tax and Financial Manager

Phone: 877-808-7878

Dan Vogel joined the wealth management team in 2014 after spending 30 years in public accounting. He has extensive knowledge of and experience with trusts, estate planning and compliance, and works with clients in individual tax planning. He has also worked with many nonprofit organizations over the years, helping with accounting and tax compliance issues. Dan has a Bachelor of Science in accounting from Colorado Mesa University and is a Certified Public Accountant.

Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.