Logan advises clients on investment planning, holistic goals-based wealth management, tax planning, retirement income planning, estate planning, and business exit planning.
Logan has completed programs at Yale University, Chicago Booth School of Business, and Indiana Wesleyan University, where he earned the following designations: CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Investment Management Analyst®, Certified Private Wealth Advisor®, and Certified Exit Planning Advisor. He is also a member of the Investments and Wealth Institute.
Logan leads a team of financial advisors who compose investment communications for the firm’s clients, including regular blogs. In addition, he has provided commentary in Columbus Business First.
Logan holds a Bachelor of Science in Business Administration, majoring in Finance, from The Ohio State University. While at Ohio State, he was the captain of the varsity golf team. Logan has volunteered as a middle school golf coach; Meals on Wheels; organized the first annual Everhart Advisors charity event to benefit the Ronald McDonald House; and is a member of his local church.