Phillip Vogel is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Vogel Wealth Management, LLC, where he has worked since 2023, and previously spent 16 years at KCD Financial, Inc. Outside of his advisory work, Vogel serves on the board of directors for 12 Step House, Inc., a nonprofit supporting individuals with addiction experiences. Vogel Wealth Management, LLC provides non-discretionary investment advisory services to individuals, high-net-worth clients, and business entities, including retirement plan fiduciary oversight. The firm employs a range of analytical methods and emphasizes client approval for all transactions while offering ongoing review and management support.

Michael Lemon is a financial advisor at Vogel Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Kathol PC CPAs & Advisors and KPMG US. Outside of his advisory role, he is also active as an insurance agent through his sole proprietorship. Vogel Wealth Management provides non-discretionary investment advisory services to individuals, high-net-worth clients, and corporate entities, including retirement plan fiduciary oversight. The firm emphasizes client approval on transactions and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.