Logan joined Discipline Wealth Advisors to provide back-office support and operational efficiency to the team. As the Operations Specialist, he is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. He attended the University of South Carolina, graduating with a degree in Economics with a minor in business administration. Logan gained experience in the retail banking industry where he fell in love with helping people with their personal finances. During his free time, he enjoys spending time with his friends and family, kickboxing, and woodworking.
