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.

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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

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Jon Vogel
Financial Advisor

Jon Vogel
Financial Advisor

Jon Vogel, Jeff's son and Partner of RetireWise Tax & Wealth Advisors, rejoined the firm in January of 2013, after having entered as a financial technician while pursuing his bachelor's degree.  Here he learned many of the foundational principles of personal economics, wealth creation, and preservation.  After which Jon spent time in seminary, and he and his wife Brittney began YoungLife College on Washburn University's campus.  The transition back to working in wealth management and financial planning was a logical one for Jon as he loved sitting down with people face to face and ministering to their needs.  Jon gets to continue doing this everyday with his family at home and his family of RetireWise clients. 

Outside of his time at the office and with clients, Jon enjoys being at home and outdoors and much as possible with his wife and two children, Forest their son, and Marley their daughter.  He adores them all and thanks God for them every day, along with the blessing of being able to serve in this profession to such wonderful people.

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Zach Hogan
Financial Advisor

Zach Hogan
Financial Advisor

Zach is a lifelong Topekan. He attended Shawnee Heights High School, and spent much of his early years playing baseball.

From a young age, Zach recognized that money had a large impact on people’s lives and this influenced his decision to earn a degree in finance from The University of Kansas School of Business. He started his professional career in marketing and sales while attending KU and entered the financial industry as a business coach to financial advisors. After a few years, he became a financial advisor and developed a passion for helping people improve their lives by optimizing their financial position.

Outside of work, Zach likes to spend his time at Lake Shawnee with his dog, Ruby, and attending local automotive events.

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Sharlis Lingard
Director of Client Relations

Sharlis Lingard
Director of Client Relations

Sharlis is your first point of contact at RetireWise, and she plays a key role in welcoming clients and prospective clients into our Topeka Office. She maximizes the client experience, and one of her many responsibilities include cultivating long lasting client relationships by offering first class support and customer service.

Prior to starting at RetireWise in October 2017, Sharlis worked in administration and office management for many years.

Outside of our office, she enjoys cooking, grilling, piddling outdoors, gardening and spending time with her family. She and her husband have four daughters and four grandchildren.

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Kimberly Woydziak
Director of Operations / New Business

Kimberly Woydziak
Director of Operations / New Business

Kimberly started with RetireWise Tax and Wealth Advisors in 2020 as the Client Relations Manager.  Since then, she has transitioned into the Director of Operations/New Business role.  As the Director of Operations, Kimberly oversees all aspects of new business including opening new accounts and processing applications.

Outside of the office, you can usually find Kimberly in her craft room, at the lake with her family or on the sidelines cheering for her daughters sports teams.

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Tyler Feist
Account Manager

Tyler Feist
Account Manager

Tyler was born and raised in Topeka, Kansas, and graduated from Washburn University with a degree in Finance. He joins the team as the Account Manager and will be involved with preparing clients’ files, ensuring paperwork and various transactions are processed in a timely manner.

Tyler plans to obtain the Series 65 license and being able to expand his role within the organization.

Outside of the office, he enjoys spending time with his wife, daughter, and friends. He also likes to golf, being outdoors, and watching sports.

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Sioux Falls, SD Office

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Steve Gwin
Financial Advisor

Steve Gwin
Financial Advisor

Steve Gwin, earned his undergraduate and master’s degrees from Kansas State University (Go Wildcats!) and went to work in the financial services industry in 1987. He joined Jeff’s team in 1996 with the desire to help people live the best lives they can, now and into retirement.

After living in the Topeka area for over 25 years, Steve and his wife, Judy (his bride of over 46 years), relocated to Sioux Falls, South Dakota, in 2013 to be near their children. There, Steve opened a branch office of RetireWise.  Steve still spends at least one week every month in Kansas. He is a Retirement Income Certified Professional (RICP), a member of the National Association of Insurance and Financial Advisors and a past president of the Topeka Association of Insurance and Financial Advisors.

Steve and Judy enjoy spending as much time as possible with their children and grandchildren: Stephani and her husband, Phil (pastor(s) of The Ransom Church), and their three children; and Jared (AVP of Sales Development & National Accounts at Midland National) and his wife, Becca, and their three children. They also love to travel and volunteer at The Ransom Church in Sioux Falls.

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Andrea Lewenberg

Andrea Loewenberg
Director of Administration

Andrea Loewenberg
Director of Administration

Andrea Loewenberg, earned dual associate degrees from Southeast Technical Institute and joined the financial services industry in 2010. She worked at Great Western Bank where she was Branch Manager before deciding to join Steve’s office. She started working with Steve in April of 2019 with the desire to expand her knowledge in finance and retirement planning.

Andrea was born and raised in Sioux Falls where she currently resides with her husband, Skyler, their son August, and their 3 dogs. Andrea, Skyler, and August love spending their time with family, traveling and, during the summer months, at their camper in Chamberlain, South Dakota.

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