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

Zach’s goal is to help individuals retire with confidence by designing purpose-based plans for their retirement needs.

Growing up in Seattle, Washington, Zach learned the company values of service, quality and integrity while working for his family business. He now proudly carries on those values as an Investment Adviser Representative and CEO of Wolfgang Capital LLC, an Investment Adviser registered in the state of California. Zach is dedicated to helping retirees and pre-retirees protect their finances as a licensed life and health insurance agent (CA LIC# 0H085434) with Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency an insurance planning firm in the greater Southern California area.

At home, Zach and his wife enjoy watching their son and daughter grow up together. They can often be found as a family spending time outdoors and making as many memories as possible.

Zach is a contributing advisor to Kiplinger.

Featured Publications:

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.

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.

Zach and his rescue pup (and our mascot) the noble Takoda.

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.