For nearly 25 years, Shannon Zur has worked as a certified public accountant and registered investment advisor serving multi-generational families. In her role as a Family Office Director for Vogel Consulting, Shannon customizes comprehensive wealth management solutions for her client families. She skillfully integrates her process-orientated approach with her clients’ goals and implements the necessary tax, investment and estate planning solutions. During her tenure at Vogel, Shannon has been instrumental in defining the firm’s unique workflow processes. She created the Strategic Operations Committee and currently manages Vogel’s investment operations. A natural leader, Shannon has also
Shannon Zur
Director
Vogel Consulting LLC
United States, Wisconsin, Brookfield
About Me
Profile Information
Director
Vogel Consulting LLC
Investment Team
Investor
Multi-Family Office
Brookfield
Wisconsin
United States
Aug 12, 2024
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