Logan is dedicated to helping families make educated and informed financial decisions. As a member of the Bert Runnels team, he focuses on retirement income planning, wealth transfer strategies, and business succession planning. He takes the time to understand each client's goals and builds straightforward financial strategies designed to support the life they want to live. His approach is centered on trust, long-term relationships, and helping clients understand his recommendations.
Logan believes that financial planning is more than just a math problem. He works closely with families to build thoughtful financial strategies that support their goals, values, and vision for the future. Through comprehensive planning and ongoing guidance, Logan helps clients make wise financial decisions, build lasting wealth, and gain confidence in their financial lives. His mission is to help families live confident, independent lives with purpose, all while building a legacy that could change their family tree.
Education and Certifications
- Sam Houston State University, BBA Marketing
- Sam Houston State University, MBA
- Series 7 and 66 Securities Licenses
- Texas Life and Health Insurance Licenses
Professional Experience and Recognition
- State Farm
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.