About Logan

Logan joined our team in 2023. As a Financial Advisor, Logan conducts meetings with individual clients, plan sponsors and trustees, as well as provides participant education. As the Financial Planning Specialist, he provides financial planning assistance to clients and works closely with our other Financial Advisors on creating and updating financial plans.

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 wife, playing baseball, watching sports, and snowboarding.

Credentials

• Series 65 Securities License

• CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.