🤝 Our Team

Over the last 10 years Logan assembled a team and processes to bring the type of wealth management typically reserved for billionaires to new families with kids, high achievers, and business owners. Life is short and it’s easy to not be present when you’re worrying about all of the wealth related issues of life. The goal is to meet you where you are and help you develop a roadmap to offload ALL wealth management responsibilities and worries so you can focus ALL of your energy on the things and people you love.

Ryan is the GSD Captain. Getting S*^$t Done is arguably one of the most important parts of any process. We can create the best plan in the world but without timely execution a plan is worthless. When it comes to wealth management we really have two possible outcomes. We don’t make a decision and we drift further away from what it really is that we desire, OR we make decisions and act on them to get to that ideal place at the ideal time or in some cases we can even accelerate the journey to time freedom/work optional/retirement.

Lindi has almost two decades of corporate event planning experience for groups as large as 8,000. She helps curate the perfect environment for members of our community to attend our educational events and learn about various retirement/wealth managment topics that help with the journey to a job. Lindi is the type of person that you instantly know there is a possibility of a great friendship or partnership. That's why she's the face of Total Wealth at our in-person educational events. 

Heather is the unofficial Chaois coordinator and ensures that everything gets done and that we all have the tools we need to serve our clients at the highest level. Heather oversees client onboarding, client service, and is here to make sure you have the best experience possible.