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 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.
George Bock started his career in financial services counseling students about their debt for a large private college. Helping individuals fully understand their options and helping them choose which one was best for them translated well for his position as a financial advisor.
He worked for a large national firm as a financial advisor and stock broker for several years, and was able to win several awards for his achievements. Uncomfortable with some practices which he saw in the broker side of the industry, he decided to seek out firms that only acted as fiduciaries for their clients. George has worked with Premiere Retirement Planning & Wealth management ever since.
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 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 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.