Logan is eager to experience the wealth management industry through the mentorship of a leading professional. He is devoted to supporting the team throughout every step of the client’s financial journey as he builds his knowledge of financial advising.
Prior to joining our team in September 2021, Logan engaged with the wealth management industry throughout his college career. His experience started at Fidelity Investments, where he serviced their clients’ employee benefits plans. His learning continued at Lifetime Financial Growth which gave him first-hand training as a financial advisor.
He received his bachelor’s degree in finance and business administration from Northern Kentucky University. He now continues his education at the University of Kentucky to obtain a master’s in finance and data analytics.
Logan is from Alexandria, Kentucky and has spent his life living in areas throughout Campbell County. Outside the office and classroom, he enjoys exploring the outdoors through hiking and traveling, as well as spending time with friends and family.