Mesirow Financial Expands Plan Consulting and Participant Engagement Expertise in Retirement Planning and Advisory Group
CHICAGO, December 3, 2018 – Mesirow Financial today announced that James “Chip” Logan, , AIF, CFP, CRPS, has joined the firm’s Retirement Planning and Advisory group as a senior vice president in our Denver office. With this new addition, Mr. Logan will immediately enhance the regional client management footprint by leveraging his extensive industry expertise and long-standing relationships to bring more value to our corporate, not-for-profit and governmental clients. He will also be an important contributor to our plan participant services and lead regional business development efforts as we continue to expand our business in the greater Denver area and beyond.
Most recently, Mr. Logan was founding partner and managing principal of RetireAssist, a digitally-focused 401(k) consulting and employee assistance company that combines knowledgeable service with smart, efficient technology to assist plan participants.
Throughout his decades-long career, Mr. Logan has coached and led financial services advisors and specialists both regionally and nationally, assisting business owners, executives and plan participants with their employee benefits, retirement and financial planning needs.
“We are thrilled to have Chip join our group. His extensive experience and innovative approach in the retirement planning space is a great addition to our expanding business,” said David Dermenjian, president of Mesirow Financial’s Retirement Planning and Advisory group. “We’re particularly excited to expand our footprint in the Rocky Mountain Region market through Chip’s influence and presence.”
Mr. Logan stated, “I’ve worked parallel to Mesirow’s Retirement Planning and Advisory group for some time, and there is a natural synergy in our desire to help ease the retirement struggles for plan sponsors and their participants. Mesirow is well-known for its innovation and client-centric focus; I look forward to contributing to the group’s continued success.”
Mr. Logan earned his BA from the University of Colorado. He earned his Accredited Investment Fiduciary® designation from Fi360, Certified Financial Planner® and Chartered Retirement Plan Specialist® designations from the College of Financial Planning and Chartered Life Underwriter® and Chartered Financial Consultant® designations from the American College. In addition, he holds the 7, 9, 10 and 66 securities licenses.
About Mesirow Financial Retirement Planning and Advisory
With over $6 billion in assets under advisement, we are dedicated to helping plan sponsors manage fiduciary risk, attract and retain employees and assist employees achieve the best possible retirement outcomes. For more information, please visit Mesirow Financial Retirement Planning and Advisory.
About Mesirow Financial
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. To learn more, please visit mesirowfinancial.com.