Logan graduated from St. John Fisher University in 2024 with a Bachelor of Science in Finance with a concentration in Financial Planning. During his time at St. John Fisher, he was a member of the Men’s Lacrosse team and contributed to four NCAA tournament appearances. This experience reinforced the importance of discipline, teamwork, and perseverance, principles he carries into his work today.
Logan has completed the Life, Accident and Health exam (LAH) and the Securities Industry Essentials exam (SIE), and he holds the Series 66 and Series 7 registrations. He has also earned the Enrolled Agent (EA) designation, which the Internal Revenue Service describes as it's highest credential.
Logan’s interest in financial planning is driven by a desire to help individuals make informed decisions around their financial goals. He works with clients in areas including retirement planning, investment strategies, tax planning, and family protection.
Outside of work, Logan enjoys sports and spending time outdoors.