WHZ Strategic Wealth Advisors Welcomes Logan Lum and Aleesha Graham to Advisory Team
WHZ Strategic Wealth Advisors has welcomed two accomplished financial professionals to its advisory team: Logan Lum as Associate Vice President, Lead Wealth Advisor, and Aleesha Graham as Director, Associate Wealth Advisor. These strategic additions underscore the firm's commitment to continually evolving its capabilities to deliver exceptional, personalized wealth management services to every client at every touchpoint.
Logan brings extensive experience in financial planning and investment advisory services, most recently serving as a Financial Planner and Investment Advisor Representative at Barnum Financial Group. He began his career at Ernst & Young, where he gained valuable experience in financial reporting, analysis, and regulatory compliance across multiple industries. Logan is experienced in helping business owners, families, and early- to mid-career professionals navigate complex financial decisions and develop long-term strategic plans aligned with their unique values and priorities.
"Logan's comprehensive background in both financial planning and audit experience, combined with his educational foundation in psychology and data analytics, enables him to take a truly personalized approach to client relationships," said James Zahansky, AWMA®, Senior Managing Partner and Chief Strategist. "His commitment to understanding each client's unique circumstances and building tailored strategies perfectly aligns with our mission to provide absolute confidence and unwavering partnership for life to our clients."
Aleesha joins WHZ with more than three years of experience in the financial services industry, having worked with both Investment Advisory firms and Broker-Dealers. She is experienced in helping clients navigate complex life events, execute sophisticated trading strategies, and manage comprehensive financial planning needs. Aleesha currently holds her SIE, Series 7, and Series 63 & 65 registrations, and brings a strong educational foundation with both a BSBA in International Business and MBA in Finance from Johnson & Wales University.
"Aleesha's diverse experience across multiple aspects of wealth management, combined with her dedication to client service, makes her an invaluable addition to our team," said Laurence Hale, AAMS®, CRPS®, Senior Partner and Chief Investment Officer. "Her ability to support both the development and ongoing management of comprehensive financial plans will enhance our capacity to deliver the hyper-personalized service our clients expect and deserve."
Logan earned a dual master's degree from Northeastern University, completing both an MBA with a concentration in data analytics and a Master of Science in Accounting in just 15 months. He also holds a bachelor's degree in psychology from SUNY Geneseo and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Originally from Suffern, New York, Logan now lives in Massachusetts with his fiancée, Nicole, and their golden retriever, Maggie.
Aleesha earned both her BSBA in International Business and MBA in Finance at Johnson & Wales University, where she was also an active member of Delta Phi Epsilon. Originally from Enfield, Connecticut, Aleesha moved to Rhode Island for college and has called the Providence area home ever since, living just outside the city with her fiancé and two dogs, Beasley and Glasgow.
These new team members join WHZ during a period of significant growth and enhancement, following the firm's recent headquarters renovation in Pomfret and the promotion of Leisl L. Langevin, CFP® CDFA® to Managing Partner, Advisory and Kate Pitts to Managing Partner, Client Relationships and Experience, as well as several other internal promotions.
"The addition of Logan and Aleesha reflects our ongoing investment in building a world-class team capable of delivering the sophisticated, personalized financial guidance our clients require," said Zahansky. "As the wealth management landscape continues to evolve rapidly, we're committed to ensuring we have the right people, processes, and capabilities in place to help our clients achieve their most important financial goals with absolute confidence."
WHZ is an independent investment and fiduciary asset management firm serving individuals, families, business owners, executives, and not-for-profit institutions in 35 states from its offices in Pomfret and Tolland, CT. The firm seeks to provide each and every client with "Absolute Confidence. Unwavering Partnership. For Life" through hyper-personalized financial planning and wealth management services delivered within its own Plan Well. Invest Well. Live Well.™ strategic financial planning process. WHZ is a partner of Commonwealth Financial Network®, a Registered Investment Advisor. To learn more, visit www.whzwealth.com.
About WHZ Strategic Wealth Advisors
WHZ Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, a Registered Investment Adviser. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners and executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084. They can be reached by phone at 860-928-2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.