Tom Logan
Financial Planning Associate
Financial Planning Associate
Tammy Morgan, FPQP™
NEXTToni Bilesimo, FPQP™
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 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.
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.
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.
Spending time with those I love, my work, my hobbies and meeting new people bring me the most joy.
6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574
tom.logan@tciwealth.comEducation
Northern Arizona University
BS in International Hospitality ManagementHobbies & INTEREST
Travelling
Golfing
Cycling
Foodie
Addison Adelberg, FPQP™
Advisor, Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholderAshley Swift, MBA, FPQP™
Client Service, ShareholderAubree Jensen
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCarolina Gillis
Client ServiceCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
OperationsDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderJen Nevenhoven
Operations, ShareholderJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisor, ShareholderJessica Nelson, PhD, LMFT
Financial Planning AssociateJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKen Riebe
Advisor, ShareholderKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorLily Styrmoe, CFP®, CSRIC™
AdvisorLisa Reinhardt
Client ServiceLori Booth-Houle, CPA, CFP®
Advisor, ShareholderMarshall Riebe, FPQP™
Advisor, Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan, CFA
Advisor, ShareholderMiranda Soeder
Client ServiceMissy Eddy, MBA
Operations, ShareholderMJ Brehm
Client ServiceMorgan Bell
Client ServiceNicole Gaudioso, FPQP™
OperationsRachel McCullough
Advisor, Financial Planning AssociateRobert Swift
Advisor, ShareholderRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
OperationsSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
OperationsStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholderTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Advisor, Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Burke Lee, CPA, CFP®
Advisor6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574
tom.logan@tciwealth.com