Logan helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always his greatest priority.
Logan also provides support for our team’s client accounts, schedules and prepares documents for client meetings, and assists with marketing efforts.
Before joining our team in June 2023, Logan was a branch intern at Raymond James. He earned a bachelor’s degree in finance from Muhlenberg College.
Originally from Allentown, Pennsylvania, Logan lives in Allentown with his Dad and Mom, Rob and Lisa, and dog, Luka. In his free time, Logan enjoys watching sports, playing basketball, exercising, nature and spending time with his family and friends.
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