Lead Service Advisor

Logan expedites transfers of assets and provides solutions in implementation and optimization of allocation strategies for our clients. In addition, he assists new clients throughout the entire onboarding process from start to finish, ensuring a smooth, efficient and pleasant transition to the Rooted Wealth Advisor family. He helps educate new clients, solve technical problems and ensure the smooth adoption of our recommendations and services. Logan holds a series 65 certification.

In his spare time, Logan enjoys improving his physical and mental health by lifting and running, playing strategy games, renovating his home or helping at other properties.