Logan Ross, CFP®
Mr. Ross joined the firm in 2015. In addition to advising his own clients, Mr. Ross also assists the firm principals in analyzing complex financial issues and serves a key role in the firm’s operations.
Mr. Ross graduated from Western Michigan University and received his Bachelor of Business Administration with an emphasis in Personal Financial Planning. Mr. Ross earned his CERTIFIED FINANCIAL PLANNER™ designation in November of 2015 and is currently studying for the Chartered Financial Analyst (CFA®) designation, a globally recognized certification in the field of investment management and research analysis.