Daniel S. Vogel, CPA
Vice President/Tax and Finance Manager
Phone: 877-808-7878
Dan Vogel joined the wealth management team in 2014, where he serves as vice president and tax and finance manager, after spending 30 years in public accounting. Dan has extensive knowledge and experience with trusts and estates and supports the department with tax planning and compliance services in those areas. He also has knowledge and experience with individual, entity and nonprofit tax planning and compliance. Dan has a bachelor’s in accounting from Colorado Mesa University and is a certified public accountant. He serves on the board of the Western Slope Center for Children as its treasurer.
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