Our Specialists

Jonathan Vogel, CPFA®

Jonathan Vogel is a Financial Advisor based in Birmingham, Alabama. With an extensive background in assisting clients through a wide range of personal and business financial needs, he also holds the CPFA® (Certified Plan Fiduciary Advisor) designation. With over eight years of dedicated service, he is a valued partner that will help you work toward enhancing your financial well-being.

Jonathan is driven by a profound commitment to enriching the lives of individuals and businesses alike through meaningful and productive financial relationships.

His primary areas of expertise encompass investment strategies, comprehensive financial planning, retirement planning tailored to both individuals and groups, as well as the critical realms of life and disability income insurance.

He and his wife, Lauren, and two sons, Lincoln (7) and Wyatt (5,) live in Bluff Park. He enjoys playing guitar, writing music, exercising, reading, being outdoors, and coaching his boys’ soccer teams.

Check the background of this investment professional on FINRA's BrokerCheck.

Dustin McNutt has been a Certified Public Accountant (CPA) since 2005 and a Financial Advisor since 2019 in Birmingham, Alabama. He works with businesses of all sizes and individuals in a variety of different professions.

Dustin has a deep sense of responsibility to help his clients thrive in their personal and professional lives. Through his extensive knowledge and implementation of efficient tax strategies and professional-level accounting tactics, he works to alleviate some of the financial stress associated with running a business.

Dustin grew up in Florence, Alabama before moving to Birmingham and continues to reside there with his son, Jackson. In his spare time, he enjoys traveling, staying active, his son's sporting events, and taking his camper on adventures.

Check the background of this investment professional on FINRA's BrokerCheck.