About Logan

Logan joined our team in 2023. He provides financial planning assistance to clients and works closely with Advisors on creating and updating financial plans. He is also responsible for fielding client inquiries related to the market or account status, helping clients update their Investment Objectives, and facilitating trades and rebalances in client portfolios.

Logan is from Lemoore, California and came to the Pacific Northwest to study Finance and Marketing at Eastern Washington University. He enjoys outdoor adventures with his fiancé, playing baseball, watching sports, and snowboarding.

Credentials

• Series 65 Securities License