Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
I believe that your financial success should be the result of skill and a plan, not luck or an accident. successful financial planning is not just about money, but how your money can change your life. Through careful planning and meticulous implementation of your plan, you can achieve most, if not all, of your life goals.
I have been named to Forbes Best-In-State Wealth Advisors in 2020, Forbes America's Top Next-Gen Wealth Advisors every year since 2017. I have completed the Investment Specialization program at University of Geneva and I have obtained the AWMA (Accredited Wealth Management Advisor) from College for Financial Planning, CEPA (Certified Exit Planning Advisor) from Exit Planning Institute at University of Chicago and CFF (Certified Financial Fiduciary) through NACFF. I received my bachelor's degree from the University of Toledo in Financial Services and Economics.
I am an open networker and accept all invitations. However, if you are looking for a second opinion regarding your current situation, please feel free to contact me directly at tyler@truealphawm.com or 419-830-7045.
Jeff P. Vogan is the president and founder of Premiere Retirement Planning & Wealth Management, with offices in Tucson and Mesa, Arizona. Jeff is a Registered Investment Advisor and regulated fiduciary. He holds the designations of Certified Estate Planner, Registered Financial Consultant, and Certified Financial Fiduciary®.
As a Certified Financial Fiduciary®, Jeff holds the highest moral, ethical and fiduciary standards of service when providing advice to potential and existing clients.
Jeff can be seen regularly on TV and heard on his weekly radio show, Premiere Retirement Radio. Many of his articles can be seen in publications such as HuffPost, Kiplinger, and more. His recent book, Retirement... The Road Ahead, can be found on Amazon.
Liz uses financial planning as a means to guide investment decisions, not the other way around.
Capabilities to impact your life and wealth
Liz is a 19+- year Wealth Management Professional, head of the Financial Planning team for the firm and a Founding Partner. Liz previously held positions as a Vice President-Wealth Management with Merrill Lynch and worked as a Certified Public Accountant.
Certified Financial PlannerTM
Liz is a Certified Financial PlannerTM, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; she takes an inter-active approach with our clients to build a highly personalized Financial Plan. She believes that The Financial Plan is the roadmap that empowers clients to achieve the financial future they envision. This future could include sustainable retirement income, evaluating when and how to take Social Security, purchasing a dream home, saving for children’s or grandchildren’s education, legacy planning, charitable gifting or insurance needs.
Liz utilizes innovative financial planning software to break down complicated information into an easy to understand visual format helping simplify the complex financial decisions our clients face. Liz works very closely with our client’s advisors including CPAs, attorneys and insurance professionals to coordinate estate, insurance, and tax issues. Liz has the skill to provide personalized and thoughtful investment strategies based on each client’s risk tolerance while incorporating their overall financial goals. This is an on-going process as life and the investment climate are ever changing. Our firm is now working with third and fourth generation clients and as Liz likes to say, “We are here to help - from birth to the grave, and beyond.” She is often the first point of contact should a significant, often sudden, life change occur.
Todd has been passionate about educating and helping others throughout his life. He has been nationally recognized for carving new paths in teaching pre-engineering, computer science, design, and math across the country. During that time, Todd served as an adjunct professor in Digital Circuit Design at Duke, Iowa State University, the University of Minnesota, and other prestigious programs. He has also been a serial entrepreneur, writing books, developing learning platforms, creating community development programs, and providing ways to support the small business community in his hometown of Colorado Springs.
These ventures helped him realize his ideal life includes healthy and vibrant relationships, philanthropy, investment in the local community, technical challenges, problem-solving, and education. His background and passions, paired with a lifelong obsession with investing, have made a natural transition into being a skilled investment advisor. He prides himself in keeping client interests first and takes his designation as a Certified Financial Fiduciary seriously. He enjoys using his educational and entrepreneurial background to expand his clients’ financial knowledge and helping them make sound financial decisions. Todd understands and appreciates the complexity inherent in the entrepreneur lifestyle and strives to simplify the financial aspect of their lives. He creates impactful relationships and helps others solve their complex financial challenges by making complicated concepts understandable.
At Harvey Investment Management, Todd enjoys working with a select group of small business owners and high-net-worth families in a role as a personal wealth consultant. He works as a fiduciary in a virtual family office model in partnership with law and tax professionals to help his clients navigate the complexities of investment consulting (portfolio management and asset allocation, risk allocation), wealth enhancement (tax mitigation and cash flow ), wealth transfer (estate transfer), wealth protection, major liquidity events and charitable giving.
Todd enjoys golfing, pickleball, bouldering, traveling, and trying new foods with friends and family. He strongly supports his community by serving on the Peak Education Board, developing local mental health initiatives, and being an active member of the local church community.
Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser
Steve believes it’s the important things – our families, our core values and the impact we have on others that connect us.
Capabilities to impact your life and wealth
Steve manages key client relationships with individuals, families and businesses. Steve truly values multi-generational client relationships. He uses his comprehensive knowledge of financial services paired with his innovative thinking to build solid long-term relationships with successful clients and their families
Experience to guide you forward
Steve has over 23 years of experience in Wealth Management, previously holding positions as a Vice President-Wealth Management with UBS, Vice President and Trust Officer with Civista Bank and a Financial Advisor with Merrill Lynch.
Steve is the fiduciary specialist within the firm. He has demonstrated that he has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of his clients. He applies investment procedures for his wealth, retirement, foundation andendowment clients. He uses fiduciary best practices for his clients that have earned him credibility and distinction within the industry.
Licenses and education
Steve holds a Series 7, 63, 65 Securities Licenses as well as State of Ohio Life Insurance and Annuity Licenses.
Steve earned a bachelors degree in Business Administration through the Fisher College of Business at The Ohio State University. Steve also played football during his tenure at the university.
Making a difference in my community
Giving back to his community is top of mind for Steve. He is currently involved in: Serving Our Seniors of Erie County- Board Member; Catholic Charities of Erie County – Board Member; Sandusky Yacht Club; Sandusky Rotary Club and the Catawba Island Club.
Outside of the office
A native of Sandusky, Steve lives with his wife of 35 years , Lori in Perkins Township. They are very proud of their two children: Ryan, an attorney in Dallas, and Kayla, a graduate student at Ohio State.Steve enjoys spending time with his family, playing golf, bicycling and other outdoor activities and is an avid reader. Steve is a huge Ohio State University football fan.
Brian believes that long-term investing can be very rewarding and short term humbling and that the secret to making money is to keep from losing it!
Capabilities to impact your life and wealth
Brian has 33+ years of Wealth Management experience and is the firm’s founder. Brian is a certified Bloomberg terminal and Thompson Reuters Eikon investment professional. Brian uses both of these tools for securities research, portfolio modeling, analytics, and stress testing of investment models and portfolios of every type. Using real-time economic factors, global news, and portfolio specific events and signals that he monitors daily; enables him to manage client portfolios efficiently throughout True Alpha’s book of business. He believes that the key to portfolio management is risk management, and he has the best tools in the industry to do just that!
Chief Investment Officer (CIO) and Senior Portfolio Manager
As Chief Investment Officer (CIO) of the firm, Brian oversees the investment strategy for our client’s assets as Portfolio Manager. In his role as Portfolio Manager, Brian invests client portfolios based on our unique financial planning process. He develops specific models for each client as appropriate to their needs, risk tolerance, and objectives. Brian specializes in using both strategic and tactical disciplines with an emphasis on risk management, tax minimization, and wealth preservation as related to each client’s specific financial plan. Brian provides objective investment advice and guidance to both individuals and institutions. Integrating a complex body of investment knowledge and experience, he applies that knowledge to systematically and ethically assist clients in managing portfolios and making prudent investment decisions. Brian builds and manages customized investment strategies and implements proprietary model portfolios that he manages for a fixed, all-inclusive fee (free of transaction costs) as appropriate for each client’s unique situation. Our client’s lives and the markets are very dynamic; as a result, Brian receives his greatest reward by helping clients navigate those changes successfully, and in doing so, has developed long-lasting trusted relationships.
Making a difference in my community
Brian has worked in Sandusky and lives in Huron and has served on many boards and in leadership positions with Habitat for Humanity, The American Cancer Society, The Shriners, The State Theatre, Plum Brook country club, The Sandusky Yacht club, the Huron Yacht club, and the Patrick and Louise Murray Foundation. He believes that it is imperative to give back to the community in which he lives and does so regularly through regular contributions of time and money.
Outside the Office
Brian lives in Huron with his wife, Erin Murray, and enjoys spending time with his children and grandchildren. Active his whole life in many outdoor and sporting activities and coaching, he now spends more time with his wife and kids - traveling, boating, fishing, and is a voracious reader.
Charles J. Czajka III, CFF®,CEP®, RFC®,CSSCS® is a Certified Financial Fiduciary ® Certified Estate Planner ® , a Registered Financial Consultant ®, and Certified Social Security Claiming Strategist, ® with over 35 years of experience.
During the past several years, Chuck has been conducting educational workshops and study groups for professionals, small business owners, various retirees and groups of active employees seeking information to help preserve and protect their savings and designing retirement income plans for retires to maximize their retirement income.
Chuck is the author of the book YOUR RETIREMENT CHECKLIST!
Chuck is also trained in a macroeconomic approach to making money decisions that are designed to help clients reach their maximum financial potential. He is a national platform speaker and the recipient of numerous professional awards. Chuck and his wife Tami are the owners of Macro Money Concepts located in Stuart Florida.
For the past four decades, they have been helping people and small businesses reduce taxes, increase income potential, provide maximum benefits to improve overall wealth through safe money strategies.
Sunil Patel is a well-known national expert in the matters of retirement and tax-free retirement income planning. For the last 32 years, he has helped people throughout the United State retire safely and securely. In fact, none of Mr. Patel’s clients have ever lost money in the stock market while working with him. His clients include self-employed business owners, Physicians, retirees.
As a retirement and income planning specialist, he assists his clients to plan for taxes and tax-free retirement, protect their savings, reduces income taxes & taxes on social security benefits, and creates a retirement income that they won't outlive.
Sunil is a graduate of The University of Stuttgart. He is a Certified Financial Fiduciary (CFF™) and has pledged to always put the needs of his clients above his own.
Michael is the founder and managing member of Green Leaf Financial Consulting, LLC, and has more than 30 years of experience in business and business management. His passion for helping people was realized early in life. Having watched his mother struggle through raising five boys on her own with nowhere to turn for honest financial guidance, Michael doesn’t want others to have to go through what he and his family endured. This experience drove him to specialize in financial planning and investment management for women, families, and business owners. Now, as a business owner himself, serving clients in the Pacific Northwest, he understands what goes into balancing the responsibility of running a business with family life, all while hoping to secure a meaningful legacy.
It was during his successful real estate career that Michael recognized he was limited in his ability to help people, so, in 1998, he entered the financial planning and investment management business. He learned from some of the best during his tenure with Merrill Lynch and Smith Barney, a member of Citigroup. Michael has been using his life experience and his financial planning experience throughout the last 21 years to help clients navigate through major recessions and market downturns. In 2003, Michael left the confines of the large brokerage firms and partnered with Commonwealth Financial Network®, an independent Register Investment Adviser–broker/dealer, and established Green Leaf Financial Consulting, LLC.
Michael is not only devoted to his family and clients but to his community. He has served on several nonprofit boards over the years and provides training to nonprofit boards in legacy planning and donor relations strategies. Michael has been extensively involved at his children’s schools, serving on boards and committees to improve and enhance the students’ educational experience. Additionally, he has served as an honorary chairman for the National Business Advisory Council and on the Eugene Area Chamber of Commerce Local Government Affairs and Economic Development councils.
Giving back is important to Michael, so when asked, he agreed to teach a Practical Wealth Management class at the University of Oregon Lundquist School of Business to MBA and MSA graduate students. Michael strives to impart education to these students regarding the difference between product sales and true consulting in the investment and financial planning arena.
In his free time, Michael enjoys spending time with his wife, Tiffany. They love creating meals, cooking and serving them to family and friends. He also enjoys a variety of outdoor activities, including, tennis, hiking, backpacking, and boating in the Great Northwest, as well as fly-fishing in Oregon and Montana. Michael has been involved in youth athletics and coaching (tackle football and track) for more than 30 years. Michael lives in Eugene with his wife, who owns and operates her own business as an independent mortgage broker.
Registrations and Designations Cumulatively, the knowledge obtained with these registrations, licenses, and designations better equip Michael to assist his clients in navigating their financial journeys.
FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network)
Life, health, and long-term care insurance licenses in Oregon and California
Accredited Investment Fiduciary® (AIF®) designation obtained through The Centers for Fiduciary Studies, where he spent a considerable amount of time in intensive, in-depth study
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