Logan joined WHZ Strategic Wealth Advisors in July 2025 as a Lead Wealth Advisor. He works closely with our team of advisors and clients to develop and implement personalized financial plans, with a focus on helping business owners, families, and early- to mid-career professionals navigate key financial decisions and long-term goals. Logan is passionate about getting to know each client’s unique values and priorities to build tailored strategies that align with what matters most to them.

Before joining WHZ, Logan worked as a Financial Planner and Investment Advisor Representative at Barnum Financial Group, a holistic financial planning and wealth management firm. He began his career in financial services at Ernst & Young, where he worked as a financial auditor and gained valuable experience in financial reporting, analysis, and regulatory compliance across a broad range of industries. Logan draws on this foundation—as well as his educational background in psychology and data analytics—to take a personalized, strategic approach to helping clients make confident, informed decisions.

Logan earned a dual master’s degree from Northeastern University, completing both an MBA with a concentration in data analytics and a Master of Science in Accounting in just 15 months. He also holds a bachelor’s degree in psychology from SUNY Geneseo and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Originally from Suffern, New York, Logan now lives in Massachusetts with his fiancée, Nicole, and their golden retriever, Maggie. Outside of work, he enjoys working out, golfing, fishing, hiking, and training in mixed martial arts.