Processing & Client Services
Logan is a member of the Processing and Client Services Team. He helps with processing new accounts, account maintenance, appointment preparation, and client services.
Logan graduated from Baldwin Wallace University with a Bachelor’s degree in Pre-Physical Therapy. He’s been in financial services since 2024 and currently holds Life Series 63 and Life and Health insurance licenses.
In his free time, Logan is an avid golfer, enjoys working out, watching sports, and spending time with friends and family.
Lineweaver Wealth Advisors, LLC is a Registered Investment Advisor.
*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.
1: Crain's Top 25 RIA: Based on assets under management
