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.
Featured Publications:
- The Whole Picture Retirement Plan Book
- 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
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:
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!
Jaimie Egan Marketing Coordinator
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 Jaimie is a sun worshiper that loves the beach. She enjoys spending time with her Godson & rock climbing.
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.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
