Logan S. Timbrook, CFP®

Portfolio Administrator

Logan’s TREK

His Path:

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. At Wealth Advisors Group, Logan is in charge of portfolio administration and trading. He also analyzes and researches investments while assisting advisors in prepping client reviews. Logan is continually looking for new ways to grow and learn and has been integral with the further development & application of our portfolio management software, Orion.

 

His Miles:

Logan is a graduate of IPFW (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. Through hard work and determination, Logan achieved the goal of CERTIFIED FINANCIAL PLANNER™ professional in 2019. The CFP® designation’s capstone of fiduciary means that Logan always works in the best interest of the client. He also has obtained life and health insurance licenses. As part of his professional development, Logan is working his way into becoming a financial advisor.

 

His Destination:

Logan and his wife Amber enjoy the time spent with their church community at Northeast Christian Church as well as their family and friends. Logan loves to travel and has been to countries such as Cuba, South Korea, Iceland, and Jamaica.

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