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, FPQP™

Advisor, Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Aubree Jensen

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Carolina Gillis

Client Service

Catherine Nichols, J.D.

Operations, Shareholder

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Jen Nevenhoven

Operations, Shareholder

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisor, Shareholder

Jessica Nelson, PhD, LMFT

Financial Planning Associate

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisor, Shareholder

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisor

Lily Styrmoe, CFP®, CSRIC™

Advisor

Lisa Reinhardt

Client Service

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Advisor, 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

Mike Sullivan, CFA

Advisor, Shareholder

Miranda Soeder

Client Service

Missy Eddy, MBA

Operations, Shareholder

MJ Brehm

Client Service

Morgan Bell

Client Service

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Advisor, Financial Planning Associate

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford

Client Service

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations

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, Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor

Get in touch with Tom Logan

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

Phone: (480) 991-0401

Fax: (480) 991-0574