OKLAHOMA CITY—Disciplined Investments LLC, a registered investment advisor and subsidiary of HoganTaylor LLP, has named Scott Logan as wealth manager.
Logan, who has more than 20 years of experience as a financial advisor, specializes in portfolio management and holistic financial planning. As the first wealth manager located in HoganTaylor’s Oklahoma City office, he will play an instrumental role in growing the Disciplined Investments practice in the central Oklahoma market.
“We are thrilled to have Scott join our team,” Adam Leavitt, Disciplined Investments wealth manager, said. “His expertise will be vital as we seek to expand the Disciplined Investments practice in the Oklahoma City market.”
Prior to merging his practice with Disciplined Investments, Logan owned and operated Asset Planning Solutions, a portfolio management and holistic financial planning practice that served small business owners, mid- to-upper level executives, and other individuals experiencing career or life transitions.
Logan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a National Association of Personal Financial Advisors (NAPFA) Registered Financial Advisor. He received his Bachelor of Arts in Economics from Vanderbilt University.