Our Team

Our Team

Administrations, sales support, office management, and marketing are all important keys to success, and Premiere Retirement Planning & Wealth Management is happy to boast the best in class. We have built a team dedicated to the happiness and success of each individual that comes into contact with us. Apart from our President, Jeff Vogan, we have Amy, George, Jordan, and Monica working to make sure that our offices are managed to a T.

In addition to picking a talented staff, Jeff Vogan rounds out his business with some key partnerships and affiliates.

Delivering financial planning and keeping up with clients needs at the low/ competitive cost requires a lot of time and effort. Some things simply have to be delegated. That’s why Premiere Retirement Planning & Wealth Management has partnered up with, what they believe to be the best allies in the industry. That’s how Jeff and his independent organization for financial planning is able to provide more services, solutions, and access more products.

Jeff Vogan, President of Premiere Retirement Planning and Wealth Management

Jeff Vogan, RFC, CEP- Founder of Premiere Retirement Planning & Wealth Management

Jeff Vogan founded Premiere Retirement Planning & Wealth Management in 1993 with the goal of providing his clients the ability to plan their ideal retirement. By maintaining both securities and insurance licenses, and utilizing a balance of both disciplines, Jeff can offer the best of both worlds as an Independent Financial Advisor, and Certified Estate Planner.

Jeff graduated from Brigham Young University in 1987 with a BS degree in Business Management, emphasizing Marketing and International Finance. Over the last 30 years, he has dedicated his life to educating the Arizona community, and helping thousands of people with their estate and retirement planning. Jeff’s substantial experience in the industry makes him a leading force for helping retirees and pre-retirees maximize their Social Security benefits, prepare tax strategies, draft estate plans, and create roadmaps for retirement.

A devout family man, Jeff and his wife, Amy, have a beautiful family made up of 5 children and 5 grandchildren. They are expecting 3 more grandchildren in 2018. He enjoys spending his free time with his loved ones, and feels that being a “Papa” is his greatest achievement.

 

 

Linda Witte- Financial Adviser

Linda joined Premiere Retirement and Wealth Management after working as an adviser at Moore Financial for 4 years preceded by a successful 25-year career as a quality management consultant. In this capacity she assisted clients in the identification, analysis, design and implementation of breakthrough improvements throughout their organizations. Linda brings these skills to the financial industry and to Premiere clients as she assists clients to determine financial goals, and applying the most appropriate retirement tools and strategies to satisfy client needs. Her passion for quality, integrity, and professionalism, positions her to easily earn client confidence; trusting in her knowledge and ability to provide the best solutions to their retirement needs. Linda also assists in marketing and administrative activities for the firm.

Ms. Witte is a licensed Insurance Agent with the state of AZ. She holds a Bachelor in Science from Northern AZ Univ. and a Masters Degree in business. She continues to maintain her Certified quality auditor and manager of organization effectiveness and Quality certifications from The American Society for Quality and is currently studying for her Series 65, Registered Investment Advisor, license.

Amy Vogan- Client Relations/Office Manager

Amy Vogan has been happily married to Jeff Vogan for 31 years. Raising 5 children, the youngest suffering from severe autism, Amy had her hands full at home. However, she was still able to play a huge supporting role for Jeff, and for Premiere Retirement Planning & Wealth Management.

Today, Amy has taken on the full-time position as our Office Manager. Amy loves getting to know people, and has been able to create close relationships with many of our clients.  As office manager, she takes care of a lot of important duties, but will always find time to bake cookies if you are lucky enough to stop by when she is at the office.

 

Jordan Vogan

Jordan P. Vogan- Director of Marketing

Jordan Vogan joined Premiere Retirement Planning & Wealth Management in 2017 as the Director of Marketing. He manages traditional and digital marketing activities, as well as social and community events. Serving and being involved in the community is one of the main aspects that he loves about his work. Jordan works diligently to help bring prospective clients an understanding of who we are as a company, and the services we can offer them.

He has an extensive background in sales and has thoroughly enjoyed being a part of the family business. Jordan and his wife, Jackie, have been married for 3 years, and are expecting a little girl this January.

 

Monica Wagner- Executive Assistant

Monica joined the firm earlier this year. As Executive Assistant, she handles incoming and outgoing communications, including scheduling consultations and registrations for our events and workshops. Monica also works carefully to prepare, review, and process all documents. She takes pride in ensuring that the office operates at its maximum efficiency.

Monica is an avid reader and animal lover. She is getting used to the Arizona heat now that she has lived here for 4 years after moving from North Dakota. Monica enjoys to spend time with her 5 siblings and 10 nieces and nephews when she has the chance.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Premiere Retirement Planning and Wealth Management. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
Tucson Office
1715 East Skyline Drive, Suite 101 Tucson, AZ 85718
Phone: (520) 780-9059
Mesa Office
2929 North Power Road, Suite 101 Mesa, AZ 85215
Phone: (480) 355-5245
Toll-Free: (800) 313-6659
Fax: (800) 391-7258
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