🤝 Our Team

Logan began his career in precision machining, where building high-performance engines taught him the value of systems—every part working together with intention. He later brought that same mindset to financial planning, recognizing that many business owners and retirees lacked coordination between their taxes, investments, estate plans, and business strategies.

Driven to fill that gap, Logan founded Total Wealth to serve as the quarterback of a cohesive financial life. He also launched Business Machine, a holding company that applies systemized thinking to help small businesses grow, exit, or create legacy.

Today, Logan helps individuals, families, and founders gain clarity, confidence, and control—designing financial systems that work beautifully, without them stuck at the center.

Ramon, originally from Sioux City and now based in Ankeny, began his studies in Physics and Astronomy at Iowa State University before deploying for military service. While overseas during the COVID-19 pandemic, he developed a passion for personal finance and shifted his academic focus to Finance with an emphasis on analytics.

He worked in ISU’s Office of Student Financial Aid and later joined the Financial Counseling and Planning program, eventually becoming a Student Financial Mentor. In that role, he advised peers on budgeting, credit, and student loans. After graduating in 2024, Ramon joined Total Wealth full-time in April 2025 and is committed to helping clients gain clarity, confidence, and control in their financial lives.

Lindi has almost two decades of corporate event planning experience for groups as large as 8,000. She helps curate the perfect environment for members of our community to attend our educational events and learn about various retirement/wealth managment topics that help with the journey to a job. Lindi is the type of person that you instantly know there is a possibility of a great friendship or partnership. That's why she's the face of Total Wealth at our in-person educational events. 

Kaye is the unofficial Chaois coordinator and ensures that everything gets done and that we all have the tools we need to serve our clients at the highest level. Kaye oversees client onboarding, client service, and is here to make sure you have the best experience possible.