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At Matt Logan Inc, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Matt Logan

Certified Financial Planner(tm)



Matt is a huge advocate of Greensboro. He moved here at the age of 5 and has called Greensboro home since. His father’s career with Time Warner took Matt to Budapest, Hungary for middle school and Tokyo, Japan to finish out high school...

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Ashlie Passmore

Director of Client Services



Ashlie is a native of Florida and is thrilled to have transitioned to the lovely state of North Carolina. She graduated from East Lake High School in Tarpon Springs, Florida. She moved to Greensboro, North Carolina to attend North...

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Laura Shachtman

Clients Services and Marketing Specialist



Laura is a senior at The University of North Carolina at Greensboro and will graduate in May with a degree in Business Administration and a minor in Information Technology. She studied abroad in Spring 2016 in Mannheim, Germany for a...

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