About Us

About Us

About Chisholm

Chisholm Financial Planning & Investments was created to help clients achieve financial freedom through personalized, comprehensive plans. Led by Jenny Logan, a Certified Financial Planner™ and former attorney, we prioritize fiduciary duty and collaborative planning. Our transparent, fee-based structure ensures your interests come first. With remote services and ongoing support, we make financial planning accessible and adaptable to your changing needs, offering straightforward advice backed by Jenny's unique legal insight.

About Jenny

Owner, Certified Financial Planner®, Attorney

Jenny Logan is a Certified Financial Planner™, recovering attorney, rural living evangelist, aspiring homesteader, and the owner of Chisholm Financial Planning & Investments.

With over 10 years of experience, she has worked with hundreds of clients to build and implement comprehensive financial plans personalized to their needs and goals.

Jenny received her law degree from California Western School of Law and practiced as an estate planning, business transaction, and tax attorney. Additionally, she is a trained divorce mediator and has assisted mediation companies and clients with the financial complexities related to divorce. This legal experience shapes her financial planning approach, providing insightful guidance on various financial issues faced by her clients.

After spending almost 15 years in San Diego, including three years in Coronado, Jenny met her husband who was stationed in the Upstate New York region. She now runs her business from a small village on the shores of Lake Ontario in North Country New York, where they are blessed to be surrounded by a beautiful place and a wonderful community.

 

Click here to set up a time talk to Jenny

About Andrew

Managing Editor, Attorney

Andrew Logan is an attorney and U.S. Army veteran. He attended Ole Miss for his undergraduate degree, dual-majoring in Latin American Studies and Spanish. He then spent 8 years in D.C. working on the senior staff for a U.S. Senator, where he honed his writing and editorial skills. Afterwards, he attended Washington and Lee University School of Law before entering the Army JAG Corps. Andrew now works as a District Attorney in our local region.

He spent his entire Army career at Fort Drum, New York—about as far away from Southern California as you can get—yet he somehow managed to convince Jenny to join him and trade the sun for the snow. When not enjoying the harsh winters North Country brings, Andrew can be found on his boat—Tennessee Time enjoying the scenery on Lake Ontario.

Now working as a civilian prosecutor for his day job, Andrew provides editorial support for Chisholm’s marketing and social media outputs.

About Vanessa

Associate Advisor, Certified Financial Planner®

Vanessa Alanis is an Accredited Financial Counselor®, a Chartered Financial Consultant®, and a Certified Financial Planner®. Prior to joining Chisholm in 2022, she worked as a financial counselor to the United States Armed Forces, helping military families around the world navigate their federal benefits and achieve financial security. She brings over 15 years of financial counseling and education experience to Chisholm where she provides financial planning and budget management services to clients.

Married to a retired Marine, Vanessa has moved nine times, living both across the country and internationally. These moves reinforced for her the importance of flexibility, resiliency, and humor in life; traits that help her make nimble financial plans. She understands firsthand the importance of creating financial plans for clients that allow them to achieve their financial goals while also being flexible enough to handle whatever life inevitably throws at them.

Vanessa’s mantra to “be a little better each day” drives her professional life and her recreational activities. Whether she is horseback riding, baking, or trying to make it through an OT class, she looks to be a little better each time. Vanessa lives in Virginia with her husband, daughter, and dog. She is lucky to have her boys in college close by so they can come home for dinners occasionally (and laundry).

 

Click here to set up a time to talk with Vanessa

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