CoverProfile

Shannon Zur

Director

Vogel Consulting LLC

United States, Wisconsin, Brookfield

About Me

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

View more

Profile Information

Director

Vogel Consulting LLC

Investment Team

Investor

Multi-Family Office

Brookfield

Wisconsin

United States

Aug 12, 2024

More profiles to browse

Profile Photo
Debbie Dziadosz
Manager of Investments
DS
David Stafseth
Director
Profile Photo
Rhona Vogel
Founder & CEO

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University