Logan T. Ross

Logan joined the firm in 2015.  Logan advises clients on all aspects of financial planning and wealth management.  He is a firm partner and serves as president in helping manage firm operations.

Logan graduated from Western Michigan University and received his Bachelor of Business Administration with an emphasis in Personal Financial Planning. He earned his Certified Financial Planner™ designation in November of 2015 and is currently studying for the Chartered Financial Analyst (CFA®) designation, a globally recognized certification in the field of investment management and research analysis.