Shannon Zur

Shannon is a Family Office Director for Vogel Consulting. For more than 25 years, she has worked as a certified public accountant and registered investment advisor, serving multi-generational families. As a Family Office Director, Shannon customizes comprehensive wealth management solutions for her client families. She skillfully integrates her process-orientated approach with her clients’ goals and implements the necessary tax, investment and estate planning solutions. During her tenure at Vogel, Shannon has been instrumental in defining the firm’s unique workflow processes. She created the Strategic Operations Committee and currently manages Vogel’s investment operations. A natural leader, Shannon has also held the titles of Investment Committee Co-Chair and Director of Practice Operations, and she currently serves as the President of the Midwest Chapter of the Family Firm Institute. Shannon began her career at M&I Northern Bank as an auditor. She joined Vogel Consulting in 1998, and through the years has worked to support, and now lead, many of the firm’s largest and most complex family relationships. Shannon graduated with honors from the University of Wisconsin-Oshkosh and holds a Bachelor of Science degree in both accounting and finance. She is a member of the American Institute for Certified Public Accountants and Wisconsin Institute of Certified Accountants. Shannon is involved in the Waukesha community as both a professional and a mother of two. She is a member of the Waukesha Noon Lioness Club, treasurer of the parent-teacher league, and active in her church. A former competitive gymnast, she now enjoys judging local, state and regional gymnastics competitions.