Logan was drawn to wealth management by a desire to help his own family achieve financial security and freedom, a motivation that has since grown into a genuine investment in helping others do the same. As an Associate Wealth Advisor, he collaborates closely with the advising team to build comprehensive financial plans tailored to each client’s long-term goals.

Logan’s approach to his work was shaped early in his career, when he supported a family navigating a terminal illness. That experience showed him that financial planning is about far more than investments and returns; it’s about helping people find confidence and stability when they need it most. He carries that perspective into every client relationship, building trust through honesty, consistency, and a willingness to listen closely before offering direction. He graduated from the University of South Florida with a B.A. in economics and holds his Series 65 license.

Logan lives in Tampa, Florida, where he enjoys staying active and spending time outdoors with family and friends. He also enjoys traveling to new places and experiencing other cultures.