Office Location:
6115 Park S Drive Suite 200
Charlotte, NC 28210
Logan brings a strong foundation in helping individuals navigate complex financial decisions and a passion for empowering others to achieve financial confidence. Originally from New City, New York, he earned his degree in Finance from Coastal Carolina University and began his career in the financial services industry immediately after graduation. As he explored career opportunities, an internship introduced him to a planning-focused approach that resonated deeply with his values. He was drawn to the philosophy of building long-term relationships and guiding clients through a process rather than promoting products, which ultimately led him to pursue a career as a financial professional. Prior to joining the profession, Logan gained valuable life experiences working at Big Sky Resort in Montana, helping him develop the adaptability and people skills that continue to serve his clients today.
As a financial professional, Logan is passionate about helping people feel empowered and supported in their financial lives. He has a particular interest in working with young professionals, especially recent graduates and those beginning new chapters such as starting a family while managing student debt and other financial responsibilities. He believes that every individual’s situation is unique and approaches each relationship with an open mind, recognizing that life’s challenges and opportunities look different for everyone. His mission is to ensure that clients never feel alone when making financial decisions and to provide guidance that helps them feel more stable, informed, and confident about their future. Logan is also committed to continuing his professional growth as he works toward becoming fully licensed and building a thriving practice centered on lasting client relationships.
Now based in Charlotte, Logan enjoys staying active and pursuing a variety of interests outside of work. Whether he is skiing, traveling, weightlifting, capturing moments through photography, or cheering on his favorite sports teams, he embraces opportunities to explore new experiences and stay connected with the people around him. Family time, movie nights, and visiting America’s national parks are among his favorite ways to recharge. In fact, he has already visited seven national parks and was a member of a collegiate powerlifting team during his time at Coastal Carolina University. These experiences reflect the same curiosity, discipline, and enthusiasm that he brings to his work every day, helping him connect with clients on a personal level while supporting them on their financial journey.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.