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We have the experience to deliver the clarity and confidence you need.

For more than 40 years, we’ve helped people plan.

Our team includes multiple generations, which allows us to build deep, lasting relationships and support you through every stage of life.

We will take the time to understand what matters to you and then collaborate to design a plan that reflects your definition of the good life.

Meet Our Team

Erich Vargaz, CFP

Managing Director - Investment Officer

    View Erich Vargaz's Bio

    Michael V. LaLoggia

    Managing Director - Investment Officer

      View Michael V. LaLoggia's Bio

      Dave Fehrle

      Financial Consultant
      Assistant Vice President

        View Dave Fehrle's Bio

        Alisa Lee

        Senior Registered Client Associate

          View Alisa Lee's Bio

          Michael Teleso

          Client Associate

            View Michael Teleso's Bio

            Along the way, we’ve earned recognition that reflects the trust our clients place in us.

            While these honors are meaningful, what matters most is consistently showing up for our clients in their lives, year after year. We believe that is the mark of excellence.

            2018 - 2025 Forbes Best-in-State Wealth Advisors*

            Michael V. LaLoggia

            2024, 2025 Forbes Best-in-State Wealth Management Teams**

            The LaLoggia Investment Group

            2024 Forbes Top Next-Gen Wealth Advisors Best-In-State***

            Erich Vargaz, CFP®

            See how we can help you plan for retirement with clarity and confidence.

            See the Process
            *2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23.  2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22.  2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20.  2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19.  2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18.  2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
            **2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source Forbes.com).  2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23.
            ***2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).

            View Award Disclosures