Tom Logan portrait

Tom Logan

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 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

6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254

Phone: (480) 991-0401

Fax: (480) 991-0574

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Addison Adelberg, CFP®, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Britteny Battle, MBA, FPQP®

Client Service

Carolina Gillis

Client Service

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Gladys Rice, CEP®, FPQP®

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Botz

Client Service

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jessica Nelson, PhD, LMFT

Financial Planning Associate

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Morgan Bell, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Financial Planning Associate

Rob Rynders, CFP®

Financial Planning Associate

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Halvorson, CFP®

Advisor

Ryan Meredith

Financial Planning Associate

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sara Watson, MBA

Operations

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations, Shareholder

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholder

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, MBA, CPA, CFP®

Advisor, Shareholder

Get in touch with Tom Logan

6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254

Phone: (480) 991-0401

Fax: (480) 991-0574