Logan joined Whitfield Bacon Wealth Partners in Austin, TX, an affiliate office of Crux Wealth Advisors, in 2022 as a Registered Client Service Associate. He is dedicated to providing an exceptional client experience and enjoys building lasting relationships with our clients built off of a foundation of trust.
Logan plays an integral role in serving our clients, working with our team to communicate information, and address needs and requests. He assists with all administrative and client service duties, including setting appointments, opening new accounts, and transferring funds. Logan also supports the business operations of our team and facilitates the preparation of financial reports. Through his trustworthy and genuine nature, he aims to authentically serve all individuals he works with, allowing everyone to be themselves, so they are best served according to their unique situations.
Before joining our team, Logan gained valuable experience in various positions. He began his career with Wells Fargo as a teller. He then transitioned to Kestra Financial as an Operations Specialist and Compliance Specialist, where he approved accounts, reviewed suitability, and helped establish advisory accounts. Logan earned a Bachelor of Business Administration from the University of North Georgia.
I am originally from Georgia but have lived in Austin since 2016 and love this city. I am a member of Gateway Church in South Austin and have the pleasure of leading a group of young adults in my church.
I like to stay active by working out at the gym, kayaking, exploring the area on a hike, or going to soccer games. I am a season ticket holder for the Austin FC soccer team and love the excitement and passion I and others have for the game! I also enjoy traveling and consider myself lucky to have traveled to many U.S. states. I have been to Brazil and Belize, and I’m always looking for new and exciting places to discover.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
