Rhona E. Vogel, CPA
Founder & CEO
Entrepreneur. Family office industry leader. Lover of tax-efficient investing. World traveler.
A natural problem-solver, Rhona sees the family office as a trusted partner; offering expertise, research and the necessary tools to help families achieve their goals.
Shannon M. Zur, CPA
Family Office Director
Operations guru. Check-list lover. Community volunteer. Gymnastics judge.
Shannon brings both a collaborative and process-oriented approach to her role as an integrated service provider.
Emily Winchowky, CPA
Senior Family Office Advisor
Emily’s strong accounting skills combine with her passion for mentoring and training contribute to the efficiency and flow of the client service teams.