Logan Collie

Logan serves with Mike in taking care of all client investment and planning needs.

Logan brings a high degree of Character, Competence, Commitment (to our clients and the industry in general) and is a Culture fit with our mission of helping clients achieve "True Financial Freedom." Logan exemplifies these standards and we are eager to see how our expanding team can continually improve our ability to help clients' plan for and achieve their financial goals.

Upon graduating from Liberty University with a Bachelor's Degree in Business Administration and a major in Financial Planning in 2019, Logan began his career at a firm in Atlanta. After getting married in 2021, Logan and his wife McKenzie left the big city for the mountains of Colorado, while Logan worked remotely for a large firm in Chicago. Logan has passed the Series 65 exam, Uniform Investment Advisor Law Examination, and completed the education requirements to sit for the CERTIFIED FINANCIAL PLANNER™ (CFP®) Exam. 

Logan says, "I enjoy this business because it gives me an opportunity to build strong relationships and serve clients in a very important area of their lives. I take that responsibility very seriously and really look forward to building long-lasting and meaningful relationships with those that I get to interact with and serve."

Logan was a collegiate athlete during his time at Liberty University and loves being outside. Logan and McKenzie enjoy spending time with their family and friends, as well as hiking, biking, camping and water sports, all of which are motivating factors in bringing them back to western NC (although they look forward to vacationing out west during ski season!). They are passionate about serving in their community, and will look to do so through their church and other volunteer opportunities.