Our Team

MEET OUR FOUNDER

Jeff Vogan

RFC, CEP
President & Founder

Jeff P. Vogan founded Premiere Retirement Planning & Wealth Management with a simple but powerful mission: helping families retire with dignity, security, and clarity. As a Registered Investment Advisor, Jeff holds the designations of Registered Financial Consultant and Certified Estate Planner — reflecting his commitment to the highest standards of ethics, professionalism, and long-term stewardship.

Over more than three decades in the financial services industry, Jeff has built not just a business — but a legacy rooted in trust, integrity, and service. Since founding the firm in 1994, he has guided countless clients through complex financial transitions, helping them design retirement income plans, investment strategies, tax-minimization approaches, estate and legacy plans, healthcare and long-term care coverage, and more.

For Jeff, it’s not just about numbers — it’s personal. His deep belief in “doing right by the client first” is not marketing copy; it’s lived practice. This ethos drives how he approaches planning: with transparency, responsibility, and a real desire to help clients feel confident through their retirement years.

Beyond financial planning, Jeff has committed to giving back. Motivated by personal experience — especially through raising a daughter with special needs — he and his firm regularly support charitable causes, including groups focused on autism awareness, special-needs advocacy, and community sports.

Jeff also reaches clients and the broader public as an educator and thought leader. He hosts a weekly radio show where he guides listeners through retirement strategies, helping them ask the right questions and make informed decisions. He is also the author of the book Retirement… The Road Ahead — a resource designed to help individuals and families build retirement plans aligned with their values, goals, and fears.

Today, as President of Premiere, Jeff continues to lead with integrity, compassion, and a deep respect for the trust his cli

Piecing Together Your Retirement Plan

MEET THE TEAM

Jordan Vogan

Income Solutions & Annuity/Medicare Services

Kirstin A. Liddiard

CPA, Tax Specialist

Monica Wagner

Executive Assistant &
Director of Client Services

Shelley Hoag

Marketing Director &
Office Manager

Taylor Vogan

CPA, Financial Planning & Tax Consultant

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