Our advisors

Our team

Dustin Logan, CIMA<sup>®</sup>, CFS<sup>®</sup>

Dustin Logan, CIMA®, CFS®

Registered Operations Leader,

Financial Planning Specialist

Qualifications

  • B.S. in Criminal Justice from the University of Georgia
  • FINRA Series 6 - Investment company / Variable Life Contracts Representative Examination
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • FINRA Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Operations leader
  • Coordinates financial plan development, client service meetings, securities trading
  • Coordinates investment review and portfolio design
  • Dustin has been with Ameriprise since August 2008
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Karen Wollam

Karen Wollam

Registered Client Service Associate,

Client Service Specialist

Qualifications

  • B.B.A. in Finance, University of Texas at Arlington
  • United States Navy Veteran
  • FINRA Series 7 - General Securities Representative
  • FINRA Series 63 - Uniform Securities Agent
  • FINRA Series 66 - Uniform Combined State Law Agent
  • TX Insurance License - Life, Health, Variable Annuity

Roles & Responsibilities

  • Karen has been in the financial industry for the last four years.
  • Karen is responsible for the practice calendar, provides support for appointment and application preparation, money movement and security transfers.
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Laurie Hoshauer

Laurie Hoshauer

Client Service Associate,

Client Relationship Specialist

Qualifications

  • B.A. in Mathematics with a minor in Secondary Education from Grove City College

Roles & Responsibilities

  • Responsible for insurance applications and implementation
  • Provides administrative and client contact support for the practice
  • Laurie has been with Amerirpise since April 2014
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Jody Phifer

Jody Phifer

Client Service Associate,

Financial Planning Assistant

Qualifications

  • B.S. in Finance from Texas A & M University
  • Completes and sends summary letters after each client meeting
  • Schedules and tracks financial planning documents for the practice
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Kelli Johnson

Kelli Johnson

Registered Client Service Associate,

Marketing Specialist

Qualifications

  • FINRA Series 7 - General Securities Representative
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 24 - General Securities Principal
  • TX Insurance License - Life, Health, Variable Annuity

Roles & Responsibilities

  • Coordiante client events, seminars and marketing events for the practice
  • Schedule and maintain client and prospective client contact log
  • Assist in providing administrative client contact support for the practice
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