Meet Our Team
With over 20 years in the industry, we've seen the ebbs and flows the market (and life) can bring. Our team is committed to ensuring your financial security so you can focus on what matters most.
Founder and President
Jim Tassoni
Jim Tassoni is a nationally recognized executive in wealth management with over 20 years of experience leading investment strategy, portfolio management, and retirement income planning for high-net-worth individuals, institutions, and public retirement systems. A skilled communicator and mentor, Jim is known for translating complex financial strategies into actionable guidance and building high-performing advisory teams that consistently deliver long-term client value.
As Founder and CEO of Armor Wealth Strategies, Jim leads the firm's strategic vision, advance case design, and investment modeling. His leadership includes consulting for employees of two of the largest U.S. state pension plans, while guiding a lean and agile team. A thought leader in the industry, he is a frequent contributor to Pre Market Prep, Korelin Economic report and national financial radio programs.
Previously, Jim served as Chief Investment Officer at Regal Investment Advisors, where he chaired the Investment Committee and guided firm-wide portfolio strategy. Under his leadership, AUM grew from $800 million to $2.3 billion, and he launched the Regal Total Return Mutual Fund, which attracted strategic interest from Northstar Investment Management.
As Senior Portfolio Manager at Northstar, Jim co-managed the Northstar Opportunity Fund (NSOIX), growing assets to over $115 million and earning a 4-star Morningstar rating. He also led the successful merger of Regal's mutual fund into NSOIX, ensuring consistent investor outcomes.
Earlier in his career, Jim played key roles at WCM Investment Management, where he helped grow assets from $1.2 billion to $1.8 billion, and at UBS and Morgan Stanley, where he ranked in the top 5% of advisors and management portfolios for institutional clients with over $4 billion in assets.
Jim holds a Bachelor of Science in Psychology with a Minor in Finance from Michigan State University. He is a Certified Financial Planner® (CFP®), a Level II CFA Candidate, and holds multiple industry licenses and designations including Series 65, Series 3, Life & Health, Portfolio Management Specialist (American College), and Wealth Advisor (UBS).
Beyond his professional accomplishments, Jim is active in community service, having served as Chairman of the American Cancer Society’s South Oakland County Chapter and on the Board of Directors for the Boys and Girls Club in Michigan.
Chief Operating Officer
Logan Tassoni
Inspired to join her husband, Jim, at the firm he founded, Logan Tassoni transitioned from a successful career in operations within the commercial real estate investment sector to the same role at Armor Wealth Strategies. As the business has expanded, Logan’s operations know-how has proved invaluable to both the company and its clients.
Logan embraces the challenges of entrepreneurship, bringing robust experience that includes time as COO of Durand Capital. At Armor Wealth Strategies, she finds satisfaction in helping clients find confidence through exceptional services, specializing in all aspects of client relations. Logan’s commitment helps ensure clients feel supported, from navigating account access to understanding paperwork. She embodies the firm’s dedication to security and guidance.
Logan resides in Grand Rapids, Michigan, with Jim and their two daughters, Gianna and Kinsley. Away from the office, Logan’s passions include photography, spending time outdoors and enjoying the thrill of Michigan State football Saturdays with her family.
Chartered Retirement Plan Specialist Certified Plan Fiduciary Advisor
Mike Cho
Mike is a Chartered Retirement Plan Specialist (CRPS®) and a Certified Plan Fiduciary Advisor (CPFA™) with over three decades of experience in the financial industry. Since 1993, he has guided clients through multiple market cycles, offering clarity, confidence, and personalized financial solutions.
As an independent registered investment advisor, Mike works with both organizations and individuals, bringing a deep understanding of retirement plan design, fiduciary responsibilities, and investment strategy. His experience spans from consulting on $100 million retirement plans to advising start-ups. He believes every relationship is unique and takes pride in offering tailored support that addresses the needs of both employers and their employees.
Mike frequently meets one-on-one with plan participants to help them make informed financial decisions, and he has spoken at national retirement plan conferences on topics such as optimizing plan partnerships.
Outside of work, Mike lives in Farmington Hills with his family. On weekends, you’ll often find him at a natatorium or a fencing salle supporting his children’s passions. He also serves on the Board of Disability Network of Eastern Michigan (DNEM), a nonprofit dedicated to empowering individuals with physical and mental challenges to live independently.
