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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

About Bryan & Stacy

Bryan V. Hegarty, RFC, and Stacy A. Hegarty, RFC, are the husband-and-wife team behind Hegarty Investment Logic, LLC. With more than 65 years of combined professional experience, they provide clients with thoughtful, personalized strategies designed to build financial security and peace of mind.

Bryan, Founder, CEO, and CIO, has over 35 years of experience in the investment industry, beginning his career with E.F. Hutton and Merrill Lynch before serving as Compliance Officer and Principal for Capital Management & Research in Denver. In 2000, he became a Registered Financial Consultant (RFC) and now serves as an Independent Investment Advisor and Fiduciary, dedicated to retirement planning and wealth management.

Stacy, President of the firm, brings more than 30 years of industry experience and a unique background as a former Check Airman and Captain for Continental Express. She oversees communications, marketing, and operations for Hegarty Investment Logic, ensuring each client receives attentive, professional service. Stacy earned her degree in Psychology from San Juan College, holds a Certification in Clinical Hypnotherapy, and became an RFC in 2015.

Both Bryan and Stacy are passionate about giving back to their community. They have volunteered in youth sports, retirement education programs, museums, and local school advisory committees.

Originally from Denver and Missouri, Bryan and Stacy have made the Four Corners region their home since 1997. Outside of work, they enjoy music, travel, sports, skiing, home remodeling, and most of all, time with their four children, two grandchildren, and many “grand dogs.”

Meet Our Team

Stacy Hegarty, RFC

President

(505) 334-7173

stacy@hegartyinvestmentlogic.com

Stacy A. Hegarty, RFC, is the President of Hegarty Investment Logic, LLC, where she oversees communications, marketing, and operational activities. Stacy brings more than 30 years of experience in the investment industry. Before...

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Bryan V. Hegarty, RFC

CEO/CIO

(505) 334-7173

bryan@hegartyinvestmentlogic.com

Bryan V. Hegarty, RFC, is the Chief Executive Officer, Chief Investment Officer, and Founder of Hegarty Investment Logic, LLC, where he leads the firm’s investment strategy and oversees all operational activities. He also serves as...
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Matthew Hegarty

Vice President & IT Support Specialist

Matt@hegartyinvestmentlogic.com

Matthew Hegarty has served as Vice President and IT Support Specialist at Hegarty Investment Logic, LLC since 2021. In this role, he manages the firm’s technology infrastructure, ensuring secure systems, seamless client communications,...
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Linda Harris

Customer Service Specialist

Linda@hegartyinvestmentlogic.com

Linda Harris has served as Customer Service Specialist at Hegarty Investment Logic, LLC since 2018. A lifelong New Mexico resident, she has lived in San Juan County for more than 55 years and is a graduate of both Farmington High...
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