After joining the team as an intern in November 2025, Logan quickly transitioned into a full-time role as a Wealth Plan Analyst. He holds a Series 65 license and supports advisors by preparing for client meetings, conducting investment research and analysis, and assisting with trading activities. He also contributes to the production and editing of videos for the company’s YouTube channel, The Mustard Seed. Working primarily behind the scenes, he plays a key role in equipping advisors with the research, preparation, and insights needed to serve clients effectively. Detail-oriented by nature, he enjoys diving into the numbers and uncovering meaningful trends that help advisors make well informed decisions.

A graduate of Chattanooga State Community College, he earned an Associate of Applied Science in Digital Media Design & Production and an Associate of Science in Psychology. After college, he developed a strong interest in finance and investing, which led him to pursue a career in wealth management. As a self-sponsored candidate, he successfully earned the Securities Industry Essentials (SIE), Series 63, and Series 65 licenses, demonstrating his initiative and commitment to the profession.

He is passionate about finance and helping others build long-term financial security. He believes financial planning is about more than growing wealth, it’s about using resources wisely to support the people and priorities that matter most in our lives. He looks forward to helping clients steward their wealth in ways that reflect their values and create a lasting, positive impact.

A lifelong resident of the Chattanooga area, he currently lives on Signal Mountain. Outside of work, he enjoys watching sports, playing soccer, and spending time with friends