Jenny Erdmann Logan
Owner, Certified Financial Planner®, California-licensed attorney
Chisholm Financial Planning & Investments was founded by Jenny Logan, Attorney and Certified Financial Planner®. Jenny Logan advises clients in areas of personal financial planning and portfolio management. Inspired by the Cowboys who traveled the Chisholm Trail in search of financial rewards and a better life, she believes we too are pioneers of our own financial destiny. Through providing personal financial planning advice and online courses, Chisholm seeks to inform and educate clients and the public on straightforward and actionable financial planning tools and strategies.
After receiving her law degree from California Western School of Law Jenny practiced as an estate planning, business transaction, and tax attorney. Because of this experience, she views much of her financial planning from a legal paradigm; shaping her guidance on many of the financial issues routinely faced by clients. Throughout her career, Jenny has continued to be highly involved with the legal community by providing MCLE for attorney organizations. In addition, she is a trained legal and financial mediator and has assisted mediation companies and their clients on the financial complexities related to divorce.
Local involvement is an important component of Jenny’s life. During her time in Coronado, California she was heavily involved with the Navy-Marine Corps Relief Society of San Diego, where she utilized her professional training to provide financial casework services for both active duty and retired military. Recently relocating to Sackets Harbor—a beautiful village on Lake Ontario, Jenny spends much of her time in her garden with her husband, chickens, and Lucy, the best dog in the world and Chisholm’s mascot.
Connor Mahoney
Client Services Associate
Connor graduated from the Florida Institute of Technology’s business program in 2016 and has specialized in client relations and brand consulting work for boutique, customer-focused businesses. Joining Chisholm in 2022 as a Client Services Associate, Connor works closely with Chisholm clients to facilitate all administrative aspects of their financial planning, from scheduling, onboarding, answering questions about our systems and process, and making sure their needs are met when it comes to receiving and implementing recommendations. Behind the scenes, Connor assists in creation and production of Chisholm’s educational content and customer-related communications.
Connor was awarded a certificate in Biblical, Liturgical & Cultural Studies from the Theopolis Institute in Birmingham, Alabama. In his free time he writes on the intersection of faith and the burgeoning Crypto currency industry.
When not working, Connor enjoys playing jazz piano and producing music. He is an accomplished sideman for local acts in his hometown of Melbourne, Florida, and his music has been featured in award-winning short films. He also uses his musical talents volunteering for the music ministry in his local church.
Vanessa Alanis
Certified Financial Planner®
Vanessa Alanis is an Accredited Financial Counselor™, a Chartered Financial Consultant™, and a Certified Financial Planner™. Prior to joining Chisholm in 2022, she worked as a financial counselor to the United States Armed Forces, helping military families around the world navigate their Federal benefits and achieve financial security. She brings over 15 years of financial counseling and education experience to Chisholm where she provides para planning, and budget management services to clients.
Married to an Active-Duty service member, Vanessa has moved nine times, living both across the country and internationally. These moves reinforced for her the importance of flexibility, resiliency, and humor in life; traits that help her make nimble financial plans. She understands firsthand the importance of creating financial plans for clients that allow them to achieve their financial goals while also being flexible enough to handle whatever life inevitably throws at them.
Vanessa’s mantra to “be a little better each day” drives her professional life and her recreational activities. Whether she is participating in equestrian sports as a hunter-jumper, baking, or trying to PR a run, she looks to be a little better each time. (Her other mantra while on horseback is, “Stay On!”) Vanessa currently lives in Virginia with her husband, three children, and TD (Tiny Dog, a small beast of 70 pounds).