Retire From Blue℠ advisory solution is offered by Logic Capital Management, LLC, a Houston-based Registered Investment Advisory Firm. We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our approach is designed to help grow and protect our clients’ wealth by delivering a high level of personalized service, expertise and client education.
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We at Logic Capital Management know that finding the right financial advisor is a choice not to be taken lightly. That’s why we offer complementary consultations to walk you through your retirement needs and goals.
Toby Whitby, CFP®
Founder and President, Logic Capital Management, LLC (2006-present)
Founder and Managing Director, Houston Advisors, LLC (1996-2005)
Executive Consultant, Peterson Consulting, LLP (1990-1995)
A proud third-generation native Houstonian, Toby has served on various industry and charitable advisory boards, church committees, homeowner's associations as well as coached many baseball and soccer teams. Husband (married 30 years!) and father of two great kids.
MBA, Finance & Accounting, 1990
BBA, Finance & Personal Financial Planning, 1987
HAVARD KENNEDY SCHOOL
Investment Decisions and Behavioral Finance, Nov. 2007
• CFP® certification, 1992
• Five Star Wealth Manager since 2012
director of operations
Mallory has over 7 years of experience in the financial planning and insurance industry, as well as 12 years of client service experience.
In her role as Director of Operations at Logic Capital Management, she uses her specific expertise in financial analysis, insurance and client service to serve the clients of the firm, as well as manage the online experience of existing and prospective clients.
Mallory lives in Walnut Bend with her husband and two children.
UNIVERSITY OF ALABAMA
BBA, Accounting, 2010
Office manager/client services
Susan has served the firm and its clients for almost 20 years. Prior to her commitment to the firm, she served in various management and administrative roles in Fortune 1000 executive suites in Houston.