Meet Your President
Retirement planning is like a hike. Work with a trip leader who knows the trails ahead.
What will your adventure look like? Whether it’s supporting children or grandchildren through college, giving to charity, traveling to places around the world or ensuring you have an abundant retirement with enough to pass on to your heirs — make sure to be prepared, plan for the unexpected, listen to the warnings of others who have lost their way and get on the best path to a brighter future.
David Vogel
President, Vogel Retirement Solutions, LLC
Dave Vogel is passionate about helping people achieve financial confidence. Since founding Vogel Retirement Solutions, LLC in 2013, he has helped hundreds of people work toward realizing their dream retirement. He does this by building real and transparent relationships with his clients based on trust, integrity, and a practical approach. He focuses on informing his clients about how to produce secure and sustainable retirement income distributions they cannot outlive.
A New York native, Dave has been helping others manage and protect their money for more than 30 years. He began his financial services career at EF Hutton, was a senior vice president at Lehman Brothers, and later a branch manager at Raymond James Financial Services before starting his own independent financial firm, specializing in retirement income planning.
Dave uses his experience and knowledge to help people create income, protect their nest egg from market losses, optimize social security benefits based on their expectations, leave a legacy for loved ones and gain financial confidence in managing their retirement assets.
Since 1982, Dave has happily called Atlanta his home sweet home. He loves nature and indulging in the amazing international cuisine the city has to offer. He is an avid hiker, a trip leader with the Atlanta Outdoor Club, and a past organizer of the Buford Highway Foodie Meetup group.
Dave’s family is his pride and joy. He enjoys spending time with his wife, Kim; hiking; and attending live theater and musical events. Married for over 36 years, Dave and Kim have an adult daughter, Michelle, who is a UGA graduate and earned her master’s degree in public health from Johns Hopkins University.
Do You Have A Plan?
The work we do at Vogel Retirement Solutions is centered around helping you create a full financial plan that encompasses your goals, needs, and desires, so that you can enjoy the retirement lifestyle you want. Please watch this video from our business partner Fran Tarkenton, NFL Hall of Famer and Founder of Tarkenton Financial, on the importance of having a secure financial plan.
Investment Team
Tom Rozman, CFA®, CAIA®
Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.