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.

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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.

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Debora Dziadosz, CFA

Manager of Investments

Market monitor. Accomplished analyst. Wise counsel. Film buff.

Steady as she goes, Debbie is the calm before, after, and during the storm of volatility of the markets.

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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.

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