Cybersecurity Reference Guide

As a Private Wealth Advisor, Logan meets with clients to assess their current situation, means, and objectives and then constructs personalized financial plans to allow them to reach their goals.

As a Retirement Plan Consultant, Logan helps select qualified retirement plan professionals including recordkeepers, third-party administrators, and custodians. He consults and advises plan sponsors on retirement plan design and plan amendments while guiding employees when selecting their investments and provides them with 1:1 financial advice.