Meet The Team
The team behind Wolfgang Capital LLC is made up of qualified financial professionals who are passionate about helping individuals and families work toward achieving their ideal retirements.
Zachary W. Herzog CEO
Taking care of my family’s many animals (including the escape artist cows) as a child, I quickly adopted my family’s values of hard work, service, and integrity. My Grandfather dropped out of college to pursue his dream and succeeded. Watching my father run the family business later in life, I also learned that it took complete dedication and sacrifice.
Those early childhood experiences inspired my journey to helping empower people’s confidence in their financial outcomes. That path led me to start my own firms so I could help people in the holistic way I had envisioned but did not find elsewhere.
I have first-hand experience in making sure that a life change does not equal a family’s altered financial health. In the early days of my career, I encountered hardships that forced me to make major life changes early on. I’m happily married with two children, and we have three dogs and two pet pigs named Hammy & Penelope.
Zach is a published author, member and contributor of Forbes Finance Council and contributing author to Kiplinger. Recent media:
- Executive Producer, The Psychology of Retirement
- The Whole Picture Retirement Plan Book
- 20 Strategies For Navigating Difficult Client Conversations While Maintaining Trust
- 20 Tips For Choosing The Right Bank For Your Small Business
- How Do You Determine When to Start Taking Social Security Benefits?
- 19 First Steps To Take When Your Personal Information Is Compromised
- 20 Ways Pre-Retirees Can Prepare For Uncertain Social Security Changes
- 18 Strategies For Investors To Minimize Tax Liabilities
- 20 Steps Late-Career Employees Can Take To Navigate Retirement
- The Silver Lining of a High Interest Rate Environment
- 16 Practical Tips For Making Your Money Last
- Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
- Review Your Retirement Plan to Consider SECURE Act Changes
- An Active, Full Retirement Depends on Proactive Long-Term Planning
- Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
- 20 Key Insights Into Strategic Planning And Scenario Analysis
- 20 Pieces Of Career Advice From Financial Professionals And Leaders
Ryan C. Mizer Managing Director
Before entering the financial services industry, Ryan C. Mizer spent six years serving in the U.S. Army as a Special Forces Engineer. His time in the military helped him develop a passion and dedication for helping others. Ryan is now using this passion to help individuals retire with confidence by designing comprehensive retirement plans as well as servicing their specific financial needs and priorities.
Ryan is an Investment Adviser Representative and Managing Director of Wolfgang Capital LLC, an Investment Adviser Registered in the state of California. He’s also a licensed life and health insurance agent (CA LIC# 0L96675) with Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency an insurance planning firm in the greater Southern California area.
Featured Publications:
Travis Cramer CPA, MST Tax Strategist
With over a decade of experience in public accounting, Travis brings a wealth of knowledge and expertise to Wolfgang Capital. Travis’ academic background includes a double major in Business Administration and Accounting from Central Washington University, followed by a master’s in taxation from Golden Gate University.
Travis is dedicated to providing innovative tax solutions that help our clients protect and grow their wealth. His ability to translate complex tax concepts into actionable strategies makes him an invaluable asset to our team and clients alike.
Travis is an avid hiker and loves fishing.
Victoria Scarth Estate Attorney
Victoria graduated from Whittier Law School with her J.D. Degree in 2013. In addition to being an Estate Planning Attorney, Victoria is a licensed California real estate broker with an emphasis on trust and probate properties, as well as a certified divorce mediator. She is a proud member of the California State Bar Association, the Riverside County Bar Association, the Southwest Riverside County Association of Realtors, Mediators Beyond Borders, the National Association of Realtors, and the California Association of Realtors.
Victoria is a mother of 8, who is heavily involved in the community. She participates on the board of several Philanthropies and is a member of the National Charity League, Habitat for Humanity, Dollars for Scholars and Parent Teacher Associations.
Jaimie Egan Marketing Manager
Originally from NY, Jaimie relocated to Temecula to be with family. She spent 6 years at a Boutique Asset Manager Firm in marketing and Public Relations in NY. She also has 10+ years of experience in event coordination, business planning, writing and graphic design.
She takes pride in caring for clients and helping them to achieve their goals. She also enjoys coming up with innovative solutions and helping businesses find their highest level of efficiency.
When she’s not working in the office, you can find Jaimie working on the farm. She enjoys spending time with her Godson & horseback riding.
Susan Crawford Executive Assistant
Susan uses her love of helping others to ensure clients have the best experience possible when they come to Wolfgang Capital LLC.
Susan worked in the customer service industry for seven years before joining Wolfgang Capital LLC. During that time, she had a variety of customer-related roles, where she learned how to create the ideal customer experience.
At Wolfgang Capital LLC, Susan uses those skills — whether she’s answering the phones, scheduling appointments, sending emails, setting up seminar locations or greeting guests — to create a top-notch experience for clients. She loves working to help the Wolfgang Capital LLC office feel like a second home for potential and existing clients. If you come into the Temecula office, she’ll be happy to serve you coffee or a snack!
Takoda Company Mascot
Takoda’s birthday is Oct. 29th. We got him from someone looking to rehome him and are so happy to have him as part of our family! His Siberian Huskey lineage dates back 9,500 years with a history of loyal partnership and hard work.
Although Takoda is a man of action, we look to him to remember to balance our hard work with lighthearted enjoyment and quality family time.
Take the First Step Today
You've worked a lifetime to build your net worth. Now, it's time to enjoy retirement on your terms. Schedule a visit today to learn how we can help you work towards a confident retirement life.
