The Firm
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 complimentary 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.
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Our Team
President
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, father and now grandfather of Miss Norah!
Education
BAYLOR UNIVERSITY
MBA, Finance, 1990
BAYLOR UNIVERSITY
B.B.A., Finance and Personal Financial Planning, 1987
Executive Education
HAVARD KENNEDY SCHOOL
Investment Decisions and Behavioral Finance, Nov. 2007
Certifications
• CERTIFIED FINANCIAL PLANNER™ (CFP® 1992)
Awards
See Five Star Award disclosures below.
Vice President
Donnie Roberts, CFP®
Over the past 20+ years, Donnie has focused on providing personalized services to successful business owners, executives, professionals, and their families, in the areas of financial planning, investment management, tax mitigation, estate and trust services, and charitable giving. Additionally, he has extensive knowledge in executive benefits, retirement accumulation and distribution analysis, and more recently the personal purpose process. Every relationship is built around the needs of the individual with success measured by client satisfaction and the attainment of their goals.
He has been a CERTIFIED FINANCIAL PLANNER™ since 1998 and has served on various non-profit boards and organizations in the Houston area. He follows the fiduciary standard of care that states “client’s needs come first” and holds the duty of client loyalty and care in the highest regard.
He and his wife, Dixie, reside in the Woodlands and have two active teenagers. When he is not watching their children’s sporting activities, he enjoys many outdoor activities along with cooking.
Vice President
Paige Pickar Guinn, CFP®
Financial planning is in Paige's roots; from witnessing the planning in her home growing up to studying it in college, she knew this was the field for her. With her financial savvy and deep compassion for helping others, wealth management was the perfect path for her to support individuals and families on their journey to finding financial security and confidence. Being a fiduciary to her clients has always been at the core of her work philosophy. Establishing a strong relationship with clients based on loyalty, care and a strong dedication toward financial peace of mind is the very foundation of Paige's work ethic and motivation. After more than twenty years of studying the financial planning process, she brings a unique and highly customized approach to working with clients. Paige believes ongoing planning and counseling are the keys to being a client’s most trusted advisor.
Paige graduated from Texas A&M University with a degree in finance and holds the CERTIFIED FINANCIAL PLANNER™ certification. Paige's professional experience includes over twenty-three years with financial planning firms in Houston and Bryan, Texas. Paige is a longtime member of the Financial Planning Association. Paige currently serves as President of the Houston Estate and Financial Forum.
Paige, her husband Stephen and three children have lived in Spring Branch for over 15 years. Paige enjoys her roles of basketball and softball mom. Although life is busy, Paige and Stephen prioritize family time by retreating to nature in East Texas.
director of operatons
Mallory Blanton
Mallory has over 11 years of experience in the financial planning and insurance industry, as well as 16 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 Cedar Park, TX with her husband and children.
Office manager/client services
Susan Riley
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.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,133 Houston-area wealth managers were considered for the award; 173 (6% of candidates) were named 2021 Five Star Wealth Managers. 2020: 3,219 considered, 174 winners; 2019: 2,992 considered, 209 winners; 2018: 3,114 considered, 218 winners; 2017: 2000 considered, 228 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 2014: 3958 considered, 410 winners; 2013: 3001 considered, 504 winners; 2012: 2105 considered, 425 winners.
Winners do not pay a fee to be considered or to win the Five Star Award.
This award was issued on 07/01/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,347 Houston-area wealth managers were considered for the award; 179 (2% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 3215, 176, 5%, 7/1/22, 9/20/21 - 4/8/22; 2021: 3133, 173, 6%, 7/1/21, 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2,992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3,114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2,000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1,763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2,289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3,958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3,001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2,105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.