Main Duties:
Helping clients by servicing their investment accounts, facilitating risk assessment, and recording the details of their situations. Logan has achieved his securities Series 6 license.
SUPERHERO STRENGTHS*:
Connectedness, Learner, Intellection, Input, Context
SOMETHING MORE PERSONAL…
A native Kentuckian and college basketball fan, Logan’s journey throughout the state has led him from his hometown of Bowling Green (Go Tops!) to his alma mater in Lexington (Go Cats!) to his new home in western Kentucky (Go Racers!). He’s also been to Louisville before ( . . . Go Cats!).
His University of Kentucky ties aren’t the primary reason Lexington is special to him though. Logan met his wife, Jaclyn, at a church small group in Lexington shortly after college, and he’s been a huge fan of hers ever since.
Logan delights in being active and exploring the great outdoors with his wife. On rainier days, though, he’s just as glad to explore the local library or discover a new podcast. He’s got a passion for all things words, and he loves hearing favorite book recommendations from clients.
Beyond financial literature, Logan’s latest reading has consisted of books teaching him how to count, identify colors, and make animal sounds. He and Jaclyn were delighted to welcome their son into the world and their home in the summer of 2022.
* Obtained from the StrengthFinders® assessment (see https://www.gallupstrengthscenter.com/)