Primary phone(440) 414-2758
Address370 17th Street, Suite 4100,
ACCOUNT VICE PRESIDENT AT UBS FINANCIAL SERVICES, INC.
Logan has over 7 years of financial and client services experience. Before joining UBS, he successfully completed the 3-year Financial Advisor Associate program at Morgan Stanley.
He currently splits time between the UBS branches in Denver, Colorado and Westlake, Ohio, where he focuses on retirement planning through the Financial Goal Analysis Program, and working with families to help them navigate the early stages of financial planning and investing.
A 2007 graduate of University of Colorado with a BA in Economics, Logan subsequently acquired his Series 7 and 65 licenses, as well as Life, Health, Variable Life, Variable Annuity Insurance, and Long Term Care licenses.
Logan lives in Denver with his wife, Brittany, their son Milo, and their rescue dog, Zuma. When he's not working, Logan enjoys hiking, backpacking, snowshoeing, skiing, and building up his vinyl record collection.
Providing an honest, transparent, and well communicated mortgage process.