Logan Marcus started Alpha Omega Wealth with more than 13 years of experience practicing law and close to a decade of experience in financial services. Despite her role as a financial professional with her Series 65 license, Logan always plans to honor what is important to her and to maintain the beliefs she upheld during her legal career: always serving the best interest of her clients. While Logan’s fiduciary duty once called on her to uphold the Constitution and pursue justice for her clients, she now uses her vast array of tools to help clients in a different area of life — guiding them toward their goal of a satisfying retirement.
The first step in Logan’s process is to listen and customize her advice to each client with an ear to their desires and goals for retirement, whether they are about to retire or already well into their retirement years and looking for a more efficient plan. With a deep connection to her team, a wide range of resources, and an unwavering moral compass, Logan will always work tirelessly to find a fitting solution for any willing client. She is also passionate about helping people through her radio show, Cover Your Assets with Logan Marcus, which airs every Saturday on 960 The Patriot at 9 a.m. and on KFYI-AM 550 at 10 a.m. The show also airs Saturdays in Tucson at 8 a.m. on KNST 790. Each week, Logan discusses tips, strategies, and investment-related information to guide listeners toward financial security.
Logan’s concern for others and her ability to cultivate strong and productive relationships are also fundamental to her success as an advisor. Not only does Logan treat her fiduciary duty with the utmost deference, but her focus is always to honor her moral, ethical, and emotional obligations to her clients. She is acutely aware of the personal nature of finances and approaches planning with an open ear and heart while still maneuvering the marketplace with bullish strength and confidence.
Originally from Newton, Massachusetts, Logan went to Syracuse University for her undergraduate studies and later moved to California to attend law school. She practiced in the San Diego and Los Angeles areas for many years before transitioning to financial services. Logan now resides in Scottsdale, Arizona, with her fiancé Don. When she finds free time, she enjoys practicing Pilates, traveling, reading, watching movies, trying new restaurants, and pursuing an active lifestyle.