Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Logan has over 10 years of financial and client services experience. Before joining UBS, he successfully completed the 3-year Financial Advisor Associate program at Morgan Stanley.
He currently splits time between the UBS branches in Denver, Colorado and Westlake, Ohio, where he focuses on retirement planning through the Financial Goal Analysis Program, and working with families to help them navigate the early stages of financial planning and investing.
A 2007 graduate of University of Colorado with a BA in Economics, Logan subsequently acquired his Series 7 and 65 licenses, as well as Life, Health, Variable Life, Variable Annuity Insurance, and Long Term Care licenses. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
Logan lives in Denver with his wife Brittany, their children Milo & Tallulah, and their rescue dog, Zuma. When he's not working, Logan enjoys traveling, hiking, snowshoeing, skiing, volunteering in his community, and building up his vinyl record collection.
Logan currently serves on the Board of Directors for University of Colorado Hillel, and as Board Chairperson since 2022.
Education
Credentials
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Logan has over 10 years of financial and client services experience. Before joining UBS, he successfully completed the 3-year Financial Advisor Associate program at Morgan Stanley.
He currently splits time between the UBS branches in Denver, Colorado and Westlake, Ohio, where he focuses on retirement planning through the Financial Goal Analysis Program, and working with families to help them navigate the early stages of financial planning and investing.
A 2007 graduate of University of Colorado with a BA in Economics, Logan subsequently acquired his Series 7 and 65 licenses, as well as Life, Health, Variable Life, Variable Annuity Insurance, and Long Term Care licenses. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
Logan lives in Denver with his wife Brittany, their children Milo & Tallulah, and their rescue dog, Zuma. When he's not working, Logan enjoys traveling, hiking, snowshoeing, skiing, volunteering in his community, and building up his vinyl record collection.
Logan currently serves on the Board of Directors for University of Colorado Hillel, and as Board Chairperson since 2022.
Education
Credentials
Senior Client Associate
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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