Logan DeGraeve is a member of our team of wealth managers and has passed his Series 7 and 66 exams. He received his undergraduate accounting degree in 3.5 years from Baker University with a minor in Economics while playing football. Logan began his career at Modern Wealth Management as a college intern before joining the firm full-time after graduation.
Logan fully embraces the holistic financial planning process and seeks to provide solid, professional advice on ways to work toward a client’s financial goals. He is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and an Accredited Investment Fiduciary (AIF®). He takes an active role in educating clients about matters concerning investments, tax reduction strategies, risk management, and estate planning. His goal is to deliver professional wealth management through sound advice, helping create value, focus, and understanding. Once a plan is implemented, a timely review and update are consistent with his investment process.
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