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A team of professionals focused on simplifying your life

Our team is laser-focused on helping our clients plan every aspect of their lives –
not just their personal financial matters or investments – and building relationships based on
trust, transparency, accountability, and collaboration.

James R Dischert, RFC Photo
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James R Dischert, RFC

Founder | CEO

James R Dischert, RFC

Founder | CEO

jim@threesixtywm.com


Since 1995, Jim Dischert has specialized in assisting business owners, affluent families, and individuals in addressing the long-term financial and retirement planning issues they face. In 2006, he founded Three Sixty Wealth Management, determined to provide a superior level of commitment, dedication, and service to his clients.

The advice he provides is focused on a philosophy of sound and conservative principles that utilize a wide variety of financial products and services, with a focus on cost-efficient portfolios, asset distribution, and wealth preservation.

Jim is an Investment Advisor Representative and is a fully licensed Insurance Producer in the state of Illinois holding his Life/Health and Property/Casualty licenses. Jim has also attained his Registered Financial Consultant (RFC) designation and is currently finishing his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College.

In addition to spending quality time with his family, Jim enjoys a competitive round of golf and loves coaching in the local JFL program. Like most of you, Jim has a very active home life. He and his wife, Susan, have three busy children: Kenna, Tyler, and Benjamin. Their family is active in their church and volunteers for several local charities and schools.

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Investment advisory services offered through Three Sixty Wealth Management, LLC, a Registered Investment Advisor.





Logan Spaw, MBA, AWMA® Photo
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Logan Spaw, MBA, AWMA®

CCO | Wealth Advisor

Logan Spaw, MBA, AWMA®

CCO | Wealth Advisor

Logan@threesixtywm.com

Logan Spaw, MBA, AWMA® serves as a Wealth Advisor at Three Sixty Wealth Management, helping bring clarity and confidence to his clients while simplifying their financial world. Logan has spent the majority of his career in client-facing, service roles and has been in the financial services industry for almost a decade. His main focus is on earning his clients’ trust so he can better understand their situation, goals, and dreams. 

Logan has a Bachelor’s in Finance Management and Investments from the University of Arkansas and an MBA from the University of Central Arkansas. He also has attained his Accredited Wealth Management AdvisorSM (AWMA®) designation from the College for Financial Planning. In addition to serving clients, he loves nerding out on numbers, spreadsheets, and problem solving.

Outside of the office, Logan likes to be outdoors – hiking, riding bikes, playing sports, going to the lake, working out, traveling, and spending time with family and friends. He and his wife, Tara, have three boys – Parker, Bennett, and Jack Fisher – as well as an Ivory English Cream Golden Retriever named Marcus. Most of his free time is spent chasing after his boys and being actively involved in their activities, including basketball, baseball, competitive dance, and scouts.

What unique talent/interest do you have outside of the office?

Landscaping – my first major in college was landscape architecture and I still enjoy landscaping to this day.

Favorite quotes or life mottos?

“Whether you think you can or you think you can’t, you’re right.” – Henry Ford

Life is not a timeline – life is a pie chart, divided into time you control and time controlled by others. The goal is to gradually shrink the time controlled by others.

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Jason Marion Photo
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Jason Marion

Wealth Advisor

Jason Marion

Wealth Advisor

jason@threesixtywm.com


Jason A. Marion serves as a Wealth Advisor and Design Consultant at Three Sixty Wealth Management, helping clients to become informed of potential planning inefficiencies and effectively navigate solutions to elevate and execute their wealth and estate planning objectives. He is deeply passionate on educating clients on collectively chosen concepts to help them make confident decisions regarding the strategy and tools that are applied to their financial plans.

Jason has a Bachelor’s degree in Finance, Insurance and Economics from Illinois State University and is a Hall of Fame honoree and Young Leader Award recipient from ISU’s Katie School of Insurance and Risk Management. Jason started his career in the consulting industry nearly 20 years ago and is now honored to serve high-net worth and ultra-high-net worth individuals, as well as family-controlled privately held companies. He has been a party to some very complicated advantageous tax, wealth accumulation, and distribution designs over the years, and is particularly proficient in identifying previously unknown and looming tax matters, as well as dormant estate and/or business succession plans that need preventative planning to properly maximize wealth and legacy transfer objectives.

Outside of the office, Jason enjoys biking and spending time with friends and family.

Favorite book?

The Juggling Act: Bringing Balance to Your Faith, Family, and Work by Pat Gelsinger

What is something interesting that many people may not know about you?

I am a twin.

What is the most unusual thing you have on your bucket list?

Not having a bucket list. Do not put off until tomorrow what can be done today.

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Andrea Cullen Photo
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Andrea Cullen

Administrative Assistant

Andrea Cullen

Administrative Assistant

Andrea@threesixtywm.com


Andrea Cullen serves as Administrative Assistant at Three Sixty Wealth Management, helping clients get answers to any questions they may have and also connecting them with technology solutions regarding their accounts. She always strives to exceed client expectations and over-deliver when solving any issues that may arise.

Andrea obtained her real estate license in 2001 and has had a varied career, working as a realtor for 18 years, as an assistant for a real estate attorney, as a loan processor, in the business office at a hospital, and even owning and operating her own fitness gym.

Outside of the office, Andrea enjoys playing pickleball, riding her bike, taking long walks with family members, and seeing live music. She also loves to dance and sing karaoke. She has three children and four stepchildren and enjoys attending lots of after-school activities. She also has a 6-year-old Shih Tzu named Nahla who makes her laugh every day! 

Recommendations on interesting media?

Reading weekly market updates, listening to how-to podcasts, and watching Marvel movies.

Favorite quotes or life mottos?

I like to remind myself when I’m in a hurry and not where I think I should be that “God has me right where he wants me.”

Another motto that I learned in 8th grade from my English teacher that I love to remind my children is “Excuses only satisfy those who make them.”

Do you have any interesting goals for how you’d like to spend your retirement years?

I dream of living someplace warm and seeing palm trees everyday (like Florida) or somewhere scenic (like Colorado).

What is the most unusual thing you have on your bucket list?

I’m from Indiana and would love to drive an Indy car really fast someday!

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