As a result of our many years of experience in this sector, we strongly believe that there is no such thing as a one-size-fits-all approach to retirement planning. DNA Wealth Partners meticulously crafts custom retirement strategies for each of our clients based on their individual needs. Educating our clients about the many different retirement options and products on the market and finding the best solutions to all of their retirement planning needs is our main goal. We ensure the highest standards of integrity and transparency for our clients by sharing truthful information about the financial services industry.

When it comes to managing retirement assets, our priority is providing the utmost level of care in order to serve and protect our clients.

Managing partners Don Spini and Ashley Patterson have decades of experience in the financial sector. Both Don and Ashley also have a deep understanding of state, public and government retirement benefits. When working with their clients, they particularly enjoy sharing unique, little-known retirement income strategies that create pension-like scenarios. Here are some of the services and strategies DNA Wealth Partners offers:

During her legal career, Logan’s fiduciary duty called on her to uphold the Constitution and pursue justice for her clients. She now utilizes her vast array of tools to help clients on a different level — guiding them toward a comfortable retirement and ensuring her clients’ financial houses are in order. The first step in Logan’s process is to listen and truly tailor her advice to each client with an ear to their desires and goals prior to and during retirement. With a strong connection to her team, a wide range of resources at her fingertips, and a desire to do the right thing, Logan knows she can find the best solution for any willing client. She is also passionate about helping people through her radio show, Cover Your Assets with Logan Marcus, which airs every Saturday at 4 p.m. on 960 The Patriot in Phoenix. Each week, Logan discusses tips, tricks and strategies she has unearthed in her experience in financial services, all with the purpose of guiding listeners to financial security.

Originally from Newton, Massachusetts, Logan went to Syracuse University for her undergraduate studies and later moved to California to attend law school. She practiced in the San Diego and Los Angeles areas for many years prior to making a career transition into financial services. Logan now resides in Scottsdale, Arizona, with her fiancé Don. When she finds free time, she enjoys practicing Pilates, traveling, reading, watching movies, trying new restaurants, and pursuing an active lifestyle.

Parker maintains client relationships and ensures a high-quality experience for each and every client while developing individually tailored solutions that meet long-term financial goals and objectives. He is licensed to sell life, disability and long-term care insurance and holds his FINRA Series 7 and 66 securities licenses. Parker’s specific financial credentials and designations provide him with a fiduciary duty and responsibility to all his clients. With a plethora of achievements and certifications, he enters every relationship in hopes of gaining a friend, aiming to assist with any matter they made need consultation on.

Born and raised in Apex, North Carolina, Parker came to Scottsdale, Arizona, with plenty of success already under his belt. He is still deeply ingrained in the Apex community, but he believed that transitioning to the West Coast was the next logical step in his professional journey. Parker is a graduate of Campbell University with a bachelor’s degree in trust and wealth management, a minor in financial planning and a master’s in business administration. He enjoys spending time with his family, as well as volunteering for various community associations.