Logic Capital was founded with the goal of assisting our clients with their financial planning and investment advisory needs based upon a foundation of honesty and trust. We truly care about helping our clients achieve their financial objectives, providing piece of mind throughout the journey.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about you. As your advisory team, we will keep you focused on your goals, help you maintain reasonable expectations and remind you of the discipline and patience it will take to achieve your desired results.
Get in touch
We 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 our approach and potential solutions. Use the form below to tell us about yourself. We look forward to speaking with you soon.
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 (30 years!) and father of two great kids.
MBA, Finance, 1990
B.B.A., Finance and 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 operatons
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 son.
UNIVERSITY OF ALABAMA
B.B.A., Accounting, 2010
Office manager/client services
Susan has served the firm, including the predecessor firm, for 20 years. Prior to this, she served in various management and administrative roles in Fortune 1000 executive suites in Houston.