TULSA—HoganTaylor, one of the largest business advisory and public accounting firms in the region, recently announced leadership transitions at its wealth management subsidiary, HoganTaylor Wealth, effective Jan. 1, 2026.
As part of the transition, Todd Wisdom stepped down as chief executive officer of HoganTaylor Wealth and continues in his role as HoganTaylor’s specialty services leader and growth partner, with a focus on firmwide growth strategy and specialty services expansion.
“HoganTaylor Wealth has been built on strong collaboration, thoughtful client service and meaningful relationships,” Wisdom said. “This leadership transition reflects the depth of talent within our team and positions HoganTaylor Wealth for continued momentum and growth.”
Matt Bacon has been named chief executive officer of HoganTaylor Wealth. Bacon will continue serving as a HoganTaylor Wealth partner while assuming the new leadership role. Bacon brings more than 20 years of experience serving high-net-worth individuals, with expertise in portfolio management and comprehensive financial planning. Bacon has led complex estate, retirement and wealth planning strategies and advised executives across a range of industries.
Austin Bryan, CFP®, has been promoted to principal and chief operations officer of HoganTaylor Wealth. Bryan brings more than a decade of experience serving clients across wealth management and tax advisory roles. A certified financial planner™ and fee-only fiduciary, he has developed investment strategies for high-net-worth individuals and corporate retirement plans, pairing deep client service experience with a strong operational focus that supports the firm’s service delivery.
Scott Logan, CFP®, has been promoted to principal and chief compliance officer of HoganTaylor Wealth. Logan brings more than 20 years of experience in portfolio management and holistic financial planning. As a certified financial planner™, Logan has guided business owners, executives, and individuals through key life and financial decisions, with a focus on tax efficiency and long-term planning.
“These leaders exemplify the values and client-first mindset that define HoganTaylor Wealth,” Wisdom said. “Their strategic thinking, collaborative approach and commitment to remarkable service will continue to strengthen the firm and the clients we serve.”
HoganTaylor Wealth
HoganTaylor Wealth provides an integrated approach to investment and financial planning and is a registered investment advisor and subsidiary of HoganTaylor LLP. HoganTaylor Wealth takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, they operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client. Learn more at hogantaylor.com/wealth
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