Our Mission

“Our mission is for you to look back in 30 years and say that the best financial decision you ever made was aligning yourself and your family with our team."

A Message From Logan

I started in the financial services 10 years ago after watching my parents go through some very challenging times in 2008 & 2009 with our family dry cleaning business. In looking back, my parents always had financial products or "stuff," as I like to call it, but they never had a plan with their business and their own personal financial planning.

I realize individuals', families', and business owners' financial lives are largely complex and each plan is unique to their situation. In order to be successful navigating your financial planning in this complex world, I've built a talented team with each member bringing their own area of expertise and 29+ years of combined industry experience.

Our financial planning practice takes pride in working with people from all walks of life and in creating unique financial roadmaps that allow our clients to use an array of products to achieve their goals with a high degree of confidence. We offer our clients a boutique experience with individualized strategy and support, all backed by the products, reputation, and oversight of the 160-year-old mutual company (client-owned), Northwestern Mutual.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline, and strategic planning.

Every decision you make will have a significant impact on your future circumstances, and a solid financial roadmap will map out what you need to do today to achieve your goals tomorrow.

As your Financial Planning team, we’ll listen, clarify, and help prioritize your goals before developing a financial strategy designed to help you achieve the future you’ve always envisioned.

Close up of baby's face with parents blurred in background

Logan in the Community

Logan and his wife enjoy helping foundations in the community that benefit the lives of children. They are both passionate about foster care and defeating childhood cancer. Logan and Claire are active members of both Alex’s Lemonade Stand, a foundation that researches and fights against childhood cancer, and Arizona Friends of Foster Children Foundation, an organization that gives foster children the opportunities to be a normal kids. Logan and Claire enjoy volunteering for both these organizations and have a desire to better the lives of children all over the state of Arizona.

The Core Principles of Our Business:

  • We treat every unique client as we treat ourselves and loved ones.
  • We are committed to service through good times and bad times.
  • We use the phrase, "I don't know" when we really do not have a confident answer but are committed to finding out quickly.
  • We stay at the forefront of financial security industry insights, since the world changes quickly, and it is not just about surviving today.
  • We leverage our networks when appropriate to help each client achieve their personal and professional goals above and beyond their financial goals
  • We are transparent and committed to the highest level of integrity and honesty, always.
  • We believe in going over and above our client's expectations of service

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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