Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet the Team

The team behind RetireWise Tax and Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.


Jeff Vogel
Financial Advisor, CLU, ChFC, RICP

Jeff Vogel, president and founder of CFG, found his calling to become a financial advisor in 1986. He was 29 and working in advertising. It was a good job, but Jeff never truly felt attached to his work, feeling it lacked purpose. Some of Jeff’s clients at the advertising agency were financial advisors, and Jeff became deeply invested in understanding their approach to helping others. Once one of those advisors asked Jeff to join his practice, Jeff never looked back.

Jeff received his Bachelor of Science degree in business administration from Fort Hays State University. He is an Investment Advisor Representative, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP). Jeff is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Services Professionals (FSP).

Outside the office, the Association of Fundraising Professionals Topeka Chapter has recognized Jeff with the Outstanding Volunteer Philanthropist award for his work in the Topeka community. He remains active at Fellowship Bible Church, and he serves on the Young Life Topeka board of directors.

Jeff enjoys traveling, playing golf, gardening and entertaining in his home. He is married to his high school sweetheart, Sheryl, and together they have three sons: Adrian, a rancher and horse trainer in the Flint Hills of Kansas, who is married to Abbey and has three children; Andrew, a Young Life area director in Topeka, who is married to Angeline and has three children; and Jon, a financial advisor at Retire Wise Tax and Wealth Advisors, who is married to Brittney and has two children.

Topeka, KS Office


Jon Vogel
Financial Advisor


Zach Hogan
Financial Advisor


Sharlis Lingard
Director of Client Relations


Kimberly Woydziak
Director of Operations / New Business


Tyler Feist
Account Manager

Sioux Falls, SD Office


Steve Gwin
Financial Advisor

Andrea Lewenberg

Andrea Loewenberg
Director of Administration


Ready to Take

The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a webinar.


Or give us a call at 785.228.1234