Create a life built on your values, empowered by your investments, and protected for the future.
Logan has witnessed the struggle of individuals and families who don’t have proper financial guidance. He became an advisor to be that guide for his clients, helping them create a life they love using financial strategies designed for them.
With this long-term relationship as the goal, Logan works with people who share his values of trust, life-long learning, and family in all its forms. He seeks to get to know clients personally, ideally through a simple conversation over a meal.
To do this, Logan lets curiosity take the lead with clients, excited to learn what makes them unique and help them create a financial strategy that is specific to their lifestyle and goals. All he asks from his clients in return is that they are open to listening, learning, and taking an active role in their financial strategy.
Logan picked a career in finance early on, graduating from the University of Wisconsin – Madison with a degree in personal finance. He loves when the Midwest weather warms up and he can spend time at the golf course or at the lake with his family and friends.
- Series 7
- Series 66
Life and Health Insurance License
Comprehensive fee-based financial planning
Comprehensive financial planning focuses on many aspects of your financial situation. In this relationship, you and Logan will work together toward your financial goals, working to ensure every piece of your financial life is aligned to your core values.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Risk management is a core of a solid financial strategy. It does not matter how well the investments are doing or how much money is saved, without the proper insurance in place, one small event can sidetrack your financial goals for years to come.
As an independent financial advisor, Logan can help you select from various companies without obligation to sell one policy over another. This allows you to find the right coverage and premium balance for your lifestyle.
People work their entire lives to retire, and they often have an idea of what that retirement will look like. Logan can evaluate your retirement funding strategy throughout your working life to make sure your work has not gone to waste and you don’t have to penny pinch in your golden years.
Without a solid grasp on a person’s current situation regarding their finances, it can be extremely difficult to make plans for the future. By eliminating debt payments, your income is freed up to move toward more important milestones and goals for you and your family.
Working with a financial advisor, you receive a guide and collaborator though all life’s financial ups and downs, and when you work with Logan, you also get a whole team of experts behind you.
Logan works closely with North Star’s investment and insurance specialists to get a second, third, and fourth perspective on strategies available to you. Then, he can distill each opinion into a recommendation for your specific situation and provides as much material as is helpful for you to make an informed decision.
Logan is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3597258/DOFU 5-2021