Daniel Vogel

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 and experience with trusts and estates and provides the department with tax planning and compliance services in those areas. He serves as financial manager for the department. He also has knowledge and experience with individual and entity tax planning and compliance, including nonprofit organizations. Dan has a Bachelor of Science 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 their Treasurer.

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