Logan Betts brings a fresh perspective and a strong commitment to helping clients achieve their financial goals. A member of the Bert Runnels team, Logan focuses on retirement income planning, multigenerational wealth strategies, and business succession planning. He is knowledgeable about technology and likes to use new tools to help refine choices and find the best solutions for each situation. This process allows Logan to provide clients with a prudent, thoughtful approach to building wealth and the future they dream about.
Logan became a financial advisor to offer guidance to those facing financial challenges, showing clients that a secure retirement and a meaningful legacy are achievable goals. He combines a passion for service with his team’s established practices of financial modeling, proactive communication, and attentive monitoring, ensuring that each client’s needs are met with care and precision. His unwavering goal is that clients experience their vision of financial success.
Education and Certifications
- Sam Houston State University, BBA Marketing
- Series 7 and 66 Securities Licenses
Professional Experience and Recognition
- State Farm