Retirewise Tax and Wealth Advisors, Inc.

Tyler Feist is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has previously worked at McElroy's Inc. and BT & Co., P.A., among other roles. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios into “Now,” “Soon,” and “Later” segments, applying distinct strategies for each while integrating tax considerations and utilizing third-party asset managers to implement and monitor model portfolios.

Jeffry Vogel is a financial advisor with RetireWise Tax and Wealth Advisors, Inc. in Topeka, KS, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including over three decades at Capital Financial Group, Inc., and has been with RetireWise since 2018. Outside of advisory work, he owns and manages an office building that leases space to RetireWise Tax and Wealth Advisors. RetireWise Tax and Wealth Advisors, Inc. serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a time-horizon-based investment approach and utilizes third-party asset managers and model portfolios to implement client strategies.

Andrew Vogel is a Series 65-licensed advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. Prior to joining RetireWise in 2024, he worked for Young Life for 19 years. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients, using a segmented portfolio approach that addresses immediate, near-term, and long-term needs. The firm incorporates tax considerations into its planning and utilizes third-party asset managers and model strategies to implement and monitor client portfolios.

Jonathan Vogel is a financial advisor with RetireWise Tax and Wealth Advisors, Inc. in Topeka, KS. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Vogel has worked at RetireWise since 2018 and previously held roles at CFG Trusted Advisors, AE Wealth Management, and Capital Financial Group. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a three-segment investment approach based on time horizons and uses strategies to mitigate sequence-of-returns risk, typically implementing portfolios through third-party managers and custodial platforms such as Charles Schwab.

Cherie Proctor is a financial advisor at Retirewise Tax and Wealth Advisors, Inc. She holds a Series 65 credential and has been in the industry for less than one year. Her prior work experience includes roles in education and public service with Topeka Public Schools and Kansas State University. Retirewise Tax and Wealth Advisors, Inc. offers discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a time-horizon-based investment approach that incorporates strategies to mitigate sequence-of-returns risk and typically utilizes third-party asset managers through custodial platforms like Charles Schwab.

Zachary Hogan is a financial advisor at Retirewise Tax and Wealth Advisors, Inc. in Topeka, KS, holding a Series 65 credential with five years of industry experience. His prior work includes roles at AE Wealth Management, FEFA Asset Management, and Advisors Excel. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $243 million across about 262 client relationships. The firm uses a three-segment investment approach based on time horizon and purpose, employing strategies to mitigate sequence-of-returns risk, and typically selects third-party asset managers and model managers to implement portfolios.

Travis Jantz is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. He holds the Series 65 designation and has been a partner at Stockyards Brewing Co., a beer production company, since 2022. Prior to joining RetireWise, he has been affiliated with Trajan, Inc. since 2002. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios into segments based on time horizons and integrates tax considerations, utilizing third-party asset managers and model strategies as part of its approach.

Zebadiah Elliott is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining RetireWise, he worked at Bettis Asphalt & Construction, Inc. and Sink, Gordon & Associates LLP. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios across “Now,” “Soon,” and “Later” segments using distinct strategies for each and integrates tax considerations into its planning.