My Profile | Network In Action
  • Basic Information

  • Company
    RBC Wealth Management
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    The reason I became a financial advisor is simple: to help people meet their financial goals. Nothing brings me more joy than helping my clients stop worrying about their money and achieve their dreams. Whether its developing a plan for an owner to exit of their business, helping a recent retiree generate income, or helping professionals accumulate in the most efficient way, starting with a plan is essential.
  • About me
    I began my career in public accounting at Deloitte & Touche, LLP. While at Deloitte, I was part of the audit and assurance practice serving both public and private companies in various industries. After my time in accounting, I made the transition to RBC Wealth Management. In addition to passing the Series 7 and 66 exams, I am licensed to sell life and health insurance. I also hold the Certified Public Accountant (CPA) certification.

    I grew up in Maple Grove, Minnesota, and live in Golden Valley. Outside of the office I volunteer as a mentor through Big Brothers Big Sisters.
  • Profession
    Fiduciary Wealth Advisor
  • Title
    Financial Advisor
  • Hobbies and interest
    Pickleball, golfing, walking my Golden Doodle puppy (Walter), fishing, trying new restaurants with my wife.
  • Website
  • Unique Selling Proposition
    My most treasured asset is my clients' trust. I truly care about my clients and do everything I can to help them be financial secure. As a CPA, I understand taxes and help my clients keep more of what they earn.
  • Contact Information

  • City / Town
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    Complementary WealthPlan consultation
  • Google Business Review URL
  • Facebook Business Page URL
  • LinkedIn Profile
  • Education

  • College / University
    Saint John's University
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Do you currently work closely with trusted advisor who proactively works with you to meet your financial goals?
    When is the last time you spoke to your financial advisor?

  • Describe How You Would Like To Be Introduced Via Email
    Logan is a great guy and an even better advisor who can help you develop a plan to give you the confidence and clarity in your finances.