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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Barbara J. Langkau, CPA

Family Office Director

Procedures go-to. Financial statement specialist. Broadway show fan. Handicraft maker.

Barb’s background in banking operations, coupled with her forensic accounting and research skills, are a great asset for the complex families she serves.

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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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Gregory D. Calvin, Jr.

Manager of Family Office Operations and Senior Family Office Advisor

Operations back-bone. Client service scholar. Jack-of-all-trades. BBQ pit master.

Always on-call, and willing to offer a helping hand, Greg is a problem solver for his client families and the firm.

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Kate Whalen

Manager of Human Resources and Communications

Generalist extraordinaire. Master scheduler. Eternal optimist. Cat-lover.

Kate’s can-do attitude and organizational skills keep Vogel’s client teams humming.

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