Author: Logan Jones, CFP®, CIMA®, CPWA®, CEPA

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Logan Jones joined Everhart Advisors in 2015 after completing his degree in business finance from The Ohio State University and leading the varsity golf team as a captain. He became partner in 2019 and now serves as head of wealth management at Everhart. He has pursued additional education opportunities at Yale, Chicago Booth School of Business, and Indiana Wesleyan University where he obtained designations in financial planning. In his time with Everhart, Logan has advised hundreds of individuals on their personal finances. Logan is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® professional, a Certified Private Wealth Advisor® professional and a Certified Exit Planning Advisor.

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