Experience

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.

Jennye has over 35 years of experience in managing securities selection and building portfolios while educating her clients, who are individuals, trusts, family partnerships, retirement accounts and charitable foundations. She is a Chartered Financial Analyst and a past President of the CFA Society of Colorado. She has acquired her Series 7 and 65 licenses, as well as Life, Health, Variable Life, Variable Annuity Insurance, and Long Term Care licenses.

Jennye lives in Golden with her husband, Greg, taking turns to visit her daughter in New York and son and daughter-in-law in California. They enjoy tasting different cuisines as they travel domestically and internationally. She trains her dogs to do tricks, reads books and practices yoga in her spare time. She is on the finance committees for both the Japan America Society of Colorado and Hope House of Colorado.