Logan is responsible for preparing portfolio analysis and creating financial plans for our existing and new clients. He works closely with Randy to ensure that clients get a thorough evaluation and long-range plan for retirement and income planning. Logan also assists with the preparation of necessary paperwork to establish new accounts for securities and to service existing accounts.
Logan is another one of Randy and Stephanie’s children and is actually the most tenured staff member of the firm other than Randy himself. He has helped Randy set up dinner events and client events since he was 14 and continues to be a valuable part of the organization to this day. Logan enjoys fitness activities, lawn care and video gaming. Logan served alongside his older brother as the Assistant Manager of Yeisley Lawn Care until the end of 2025.
