Tulsa-based IPA 100 firm HoganTaylor (FY24 net revenue of $75.83 million) has announced leadership transitions at its wealth management subsidiary, HoganTaylor Wealth, effective January 1.
As part of the transition, Todd Wisdom stepped down as CEO of HoganTaylor Wealth and will continue in his role as HoganTaylor’s specialty services leader and growth partner, focusing on firmwide growth strategy and expansion of specialty services.
Matt Bacon
“HoganTaylor Wealth has been built on strong collaboration, thoughtful client service and meaningful relationships,” Wisdom said. “This leadership transition reflects the depth of talent within our team and positions HoganTaylor Wealth for continued momentum and growth.”
Matt Bacon has been named CEO of HoganTaylor Wealth and will continue serving as a partner of the firm. Bacon brings more than 20 years of experience serving high-net-worth individuals, with expertise in portfolio management and comprehensive financial planning, including complex estate, retirement and wealth planning strategies.
Austin Bryan
Austin Bryan, has been promoted to principal and chief operating officer of HoganTaylor Wealth. Bryan brings more than a decade of experience across wealth management and tax advisory roles and has developed investment strategies for high-net-worth individuals and corporate retirement plans.
Scott Logan, has been promoted to principal and chief compliance officer of HoganTaylor Wealth. Logan has more than 20 years of experience in portfolio management and holistic financial planning, advising business owners, executives and individuals with a focus on tax efficiency and long-term planning.
Scott Logan
“These leaders exemplify the values and client-first mindset that define HoganTaylor Wealth,” Wisdom said. “Their strategic thinking, collaborative approach and commitment to remarkable service will continue to strengthen the firm and the clients we serve.”
