Logan Wilson

As a Financial Planning Associate, Logan creates, updates, and maintains financial plans with precision and dedication. He plays a vital role in delivering exceptional client service by preparing detailed analyses, streamlining workflows, and enhancing the overall efficiency of the practice.Currently pursuing his CFP® certification, Logan brings both technical expertise and a passion for helping clients feel confident in their financial decisions.

With a Bachelor of Science in Finance from the University of Colorado Denver, Logan combines a strong analytical foundation with a collaborative approach that makes him an indispensable part of the team. His attention to detail, systems‑driven problem solving, and commitment to clarity ensure that every plan is both accurate and accessible.

Outside the office, Logan enjoys snowboarding in the Rockies, playing golf, and cheering on the Georgia Bulldogs.