Logan desires to make connections and build relationships with those around him. Integrity and humility drive his desire to understand each client’s unique situation while providing them with impeccable service. Logan has jumped into his WAG duties by opening new accounts, processing distributions, and working on projects throughout the office. He is continually looking for new ways to grow and learn.
Logan is a graduate of IPFW (now Purdue Fort Wayne) and has received a double major in Accounting and Finance. After quite a few internships, he found his passion: the financial services industry. In the never-ending quest for knowledge, Logan obtained his life/health insurance license and is currently pursuing/studying for the CERTIFIED FINANCIAL PLANNER® exam. He hopes to take the test in March 2019. Ultimately, he would like to be an advisor one day.
Logan is married to his wife, Amber, and they have no children (maybe one day!) He is involved with communion and the middle school at Northeast Christian Church. Logan loves to travel and has been to countries such as Cuba, South Korea, Jamaica, and the Dominican Republic.