Tom Logan, CFP® portrait

Tom Logan, CFP®

Financial Planning Associate

My passion and foundation for building strong relationships and providing great client service came from spending a large part of my career in the luxury hospitality industry. As a Senior Financial Planning Associate in our Scottsdale location, I’m excited to use that same passion to help clients achieve their financial goals with confidence.

I am originally from Tucson but have been fortunate to call many places home. I received my bachelor’s degree from Northern Arizona University in International Hospitality Management. Although I’ve lived all over the world, I love exploring the Grand Canyon State and taking advantage of the many wonderful adventures it offers.

passion

Describe your passion for the industry and your role:

Even at a young age I was interested in saving and investing. That interest coupled with participating in the 3rd Decade Program as an adult, led me to the financial industry following more than seven years in the hospitality industry. After creating memorable milestone birthday parties, executing beautiful weddings, or simply surprising a honeymoon couple with their favorite meal on their last day of vacation, the hospitality business taught me the simple fact that time away from work is extremely valuable. I enjoy helping our clients find financial freedom and take that trip they have always dreamed of.

freetime

What do you like to do in your free time?

Outside of work, I like spending my time playing golf and riding mountain bikes all across Arizona. I also enjoy travelling both domestically and internationally experiencing the many sights, sounds and tastes of different cultures.

happiness

What brings you happiness and fulfillment in your life?

Spending time with those I love, my work, my hobbies and meeting new people bring me the most joy.

Get in touch with Tom Logan, CFP®

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  • Operations
  • Retirement Plans
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Get in touch with Tom Logan, CFP®