The thing I enjoy most about my role here at Second Opinion Partners is the opportunity to get to know our clients and develop meaningful relationships with them as I serve them in their financial matters.
As a Client Relationship Manager, I feel honored to be involved in such an important and closely-held topic in our clients’ lives and I take this opportunity very seriously.
It brings me great joy to see a client walk away from a meeting feeling a great sense of peace knowing that they have been and will continue to be well taken care of. It is my goal to help our clients achieve their financial goals and to build trust with them so that they may live out their financial dreams with confidence.
Logan graduated from Liberty University in Lynchburg, VA with a Bachelor of Science in Business Administration with a focus on Financial Planning.
Logan is Series 65 Licenced