Eric Vogt, Certified Financial Planner

Each member of the Waldron team leverages his or her own specific areas of expertise and experience to help our clients achieve what’s important in their lives.

Our team members are what make our firm so unique, and in an effort to help you get to know our team a little better from a professional and personal standpoint, we’re publishing a series of Team Member Spotlights.

This quarter, our Spotlight features Eric Vogt, CFP®, Wealth Counselor. Eric works with corporate executives, highly compensated professionals, and inheritors of wealth to identify and assess lifestyle and legacy goals, and develops customized planning strategies to help achieve them. Eric is also a key member of Waldron’s next generation wealth planning group, providing education and counsel for families transitioning wealth to their next generation.

Why did you join Waldron? I have been interested in the wealth management field since college, and I wanted to join Waldron because it was boutique firm, and afforded me the versatility to really make a difference in clients’ lives. I feel very fortunate that as I’ve grown with the company, I am now able to build out the firm’s direction as well.

What is the best advice you have ever received? “Every morning, you can decide how your day will go.  It’s all about tackling the day with the proper mindset.” – My father.

If you could have dinner with anyone, who would it be? Frederick Russell Burnham.  He was the ‘real’ most interesting man in the world, and lived a life that few people could imagine.  He grew up on an Indian reservation, struck gold out west, fought in multiple wars, prevented the assassination of President Taft, and explored territories and countries around the world, among many other things. I couldn’t imagine a more fascinating dinner than listening to all of the stories he would have to tell.

What is something people would be surprised to learn about you? I am a big fan of adventure travel, so in 2012, four friends and I went on an eight day trek through the jungle in Tanzania to climb the tallest mountain in Africa, Mt. Kilimanjaro.

What is the next item you plan to knock off your bucket list? I am hoping to backpack Southeast Asia and trek to Everest base camp in the next couple of years.

Matthew Helfrich, CFP®

Partner and President

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