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Vogel currently has a full staff of over 35 employees including the directors listed below.
Rhona E. Vogel, CPA
President & Founder
rhonav@vogelcg.com
Rhona is an investment advisor representative and Certified Public Accountant with over 31 years of professional experience. Formerly an Internal Revenue Agent, Rhona moved on to become a partner in the Tax Division for Arthur Andersen. Rhona founded Vogel Consulting in 1993. She graduated from Marquette University, Milwaukee, WI and presently serves on the Marquette University Board of Trustees and the Wisconsin Historical Foundation. She is a contemporary public speaker on a variety of complex tax and investment subjects. Rhona is a member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants and serves on the board of several private family foundations and trusts.
Client Responsibilities:
Business succession, mergers,acquisitions, investment committee, investment management, banking, accounting, strategic estate planning and complex tax issues.
Brian J. Campeau, CPA
Client Service Director
brianc@vogelcg.com
Brian is an investment advisor representative and Certified Public Accountant with ten years of integrated wealth management experience. Brian graduated from the University of Wisconsin-Madison, earning a bachelors degree in Accounting, and began his career with Vogel Consulting in 1999. Brian was promoted to Senior of Tax and Financial Services in 2002, and received promotion to Director in 2005. Brian is a member of the Wisconsin Institute of Certified Public Accountants. He is an avid golfer and sports enthusiast.
Client Responsibilities:
Financial planning, investment consulting, family meeting facilitation, tax planning and compliance, family finance, policy development, strategic and tactical asset allocation, hedge fund analysis, options planning, manager performance evaluation, private placement due diligence and estate planning integration for business and family entities.
Richard J. Kollauf JD, CPA
Client Service Director
rickk@vogelcg.com
Rick in an investment advisory representative and certified public accountant at Vogel with over 22 years of experience. Prior to Vogel he was general legal counsel and chief financial officer for a private distribution and real estate business and family and prior to this he was a tax manager with Arthur Andersen. As CFO, he directed all business, shareholder and family issues related to taxes, estate planning and wealth management. Rick has extensive experience in finance, accounting, banking, tax consulting and compliance; including federal and multi-state business (C and S Corp and Partnership), income tax returns and review services. His legal experience includes business litigation matters, precautionary actions, governmental regulatory issues, real estate, leasing and insurance administration. As a tax manager with Arthur Andersen, Rick managed tax consulting and compliance for corporate and individual clients of exceptional wealth. Rick received his Juris Doctorate and Bachelor of Science in Accounting from Marquette University. Rick is a member of the Whitnall School Board, Wisconsin State Bar Association, WICPA and AICPA.
Client Responsibilities:
Business and legal consulting, succession, corporate structure and organization, corporate finance and accounting, business and personal tax consulting and compliance, estate planning, insurance integration, family meeting facilitation and investment advisory services.
Shannon M. Zur, CPA
Client Service Director
shannonz@vogelcg.com
Shannon is an investment advisor representative and Certified Public Accountant. She began her career at M&I Northern Bank working in the audit department where she was responsible for asset based lending and bank regulatory audits. Shannon graduated cum laude with a double major in accounting and finance from the University of Wisconsin-Oshkosh. As Director of Practice Operations, Shannon works in a client service role and supervises the investment and tax staff. Shannon is also responsible for company wide training and coordination of staffing assignments. She is a member of the AICPA and WICPA. Her community involvement includes serving in the Waukesha Noon Lioness Club and various church boards and programs. Shannon also enjoys judging regional gymnastics competitions.
Client Responsibilities:
Practice operations, wealth and financial management, investment committee, investment planning, asset allocation, manager screening and selection, alternative investments, investment performance analysis and investment tax planning.
Barbara J. Langkau, CPA
Client Service Director
barbl@vogelcg.com
Barbara is a Certified Public Accountant with over 25 years of professional experience. Her experience comes from a top regional CPA and business consulting firm, Schenck Business Solutions, based in Wisconsin. Barb also has experience in banking operations and was a controller for a privately held business which was recognized as a winner in the first NE Wisconsin Business Plan Competition. She received her Bachelors' degree in Accounting and Business Administration from Lakeland College of Wisconsin.
Client Responsibilities:
Tax planning, tax compliance, business planning, investment management, deferred compensation, options planning, retirement planning, cash flow analysis, depreciation, tax compliance, family foundations and wealth transfer strategies.
Back to The TopRhona E. Vogel, CPA
President & Founder
rhonav@vogelcg.com
Rhona is an investment advisor representative and Certified Public Accountant with over 31 years of professional experience. Formerly an Internal Revenue Agent, Rhona moved on to become a partner in the Tax Division for Arthur Andersen. Rhona founded Vogel Consulting in 1993. She graduated from Marquette University, Milwaukee, WI and presently serves on the Marquette University Board of Trustees and the Wisconsin Historical Foundation. She is a contemporary public speaker on a variety of complex tax and investment subjects. Rhona is a member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants and serves on the board of several private family foundations and trusts.
Client Responsibilities:
Business succession, mergers,acquisitions, investment committee, investment management, banking, accounting, strategic estate planning and complex tax issues.
Brian J. Campeau, CPA
Client Service Director
brianc@vogelcg.com
Brian is an investment advisor representative and Certified Public Accountant with ten years of integrated wealth management experience. Brian graduated from the University of Wisconsin-Madison, earning a bachelors degree in Accounting, and began his career with Vogel Consulting in 1999. Brian was promoted to Senior of Tax and Financial Services in 2002, and received promotion to Director in 2005. Brian is a member of the Wisconsin Institute of Certified Public Accountants. He is an avid golfer and sports enthusiast.
Client Responsibilities:
Financial planning, investment consulting, family meeting facilitation, tax planning and compliance, family finance, policy development, strategic and tactical asset allocation, hedge fund analysis, options planning, manager performance evaluation, private placement due diligence and estate planning integration for business and family entities.
Richard J. Kollauf JD, CPA
Client Service Director
rickk@vogelcg.com
Rick in an investment advisory representative and certified public accountant at Vogel with over 22 years of experience. Prior to Vogel he was general legal counsel and chief financial officer for a private distribution and real estate business and family and prior to this he was a tax manager with Arthur Andersen. As CFO, he directed all business, shareholder and family issues related to taxes, estate planning and wealth management. Rick has extensive experience in finance, accounting, banking, tax consulting and compliance; including federal and multi-state business (C and S Corp and Partnership), income tax returns and review services. His legal experience includes business litigation matters, precautionary actions, governmental regulatory issues, real estate, leasing and insurance administration. As a tax manager with Arthur Andersen, Rick managed tax consulting and compliance for corporate and individual clients of exceptional wealth. Rick received his Juris Doctorate and Bachelor of Science in Accounting from Marquette University. Rick is a member of the Whitnall School Board, Wisconsin State Bar Association, WICPA and AICPA.
Client Responsibilities:
Business and legal consulting, succession, corporate structure and organization, corporate finance and accounting, business and personal tax consulting and compliance, estate planning, insurance integration, family meeting facilitation and investment advisory services.
Shannon M. Zur, CPA
Client Service Director
shannonz@vogelcg.com
Shannon is an investment advisor representative and Certified Public Accountant. She began her career at M&I Northern Bank working in the audit department where she was responsible for asset based lending and bank regulatory audits. Shannon graduated cum laude with a double major in accounting and finance from the University of Wisconsin-Oshkosh. As Director of Practice Operations, Shannon works in a client service role and supervises the investment and tax staff. Shannon is also responsible for company wide training and coordination of staffing assignments. She is a member of the AICPA and WICPA. Her community involvement includes serving in the Waukesha Noon Lioness Club and various church boards and programs. Shannon also enjoys judging regional gymnastics competitions.
Client Responsibilities:
Practice operations, wealth and financial management, investment committee, investment planning, asset allocation, manager screening and selection, alternative investments, investment performance analysis and investment tax planning.
Barbara J. Langkau, CPA
Client Service Director
barbl@vogelcg.com
Barbara is a Certified Public Accountant with over 25 years of professional experience. Her experience comes from a top regional CPA and business consulting firm, Schenck Business Solutions, based in Wisconsin. Barb also has experience in banking operations and was a controller for a privately held business which was recognized as a winner in the first NE Wisconsin Business Plan Competition. She received her Bachelors' degree in Accounting and Business Administration from Lakeland College of Wisconsin.
Client Responsibilities:
Tax planning, tax compliance, business planning, investment management, deferred compensation, options planning, retirement planning, cash flow analysis, depreciation, tax compliance, family foundations and wealth transfer strategies.