Ben Logan serves as Associate Financial Planner with the BT Wealth Management division. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and is responsible for supporting the financial planners, advisors and clients by ensuring each client portfolio is properly aligned with their investment goals. Ben’s outgoing personality, strong communication skills and analytical perceptiveness are key assets to the firm. Ben has a particular interest in helping others achieve their financial goals through designing investment portfolios that are reflective of individual client needs.
Ben graduated from the University of Georgia with a Bachelor of Science in Family and Consumer Sciences/Financial Planning. While at UGA, Ben spent his time as a volunteer in the VITA Program at the GA United Credit Union. He also gained experience as an associate at the ASPIRE clinic, creating comprehensive financial plans. Ben is IRS certified via the Volunteer Standards of Conduct and maintains an active membership in the Financial Planning Association. In addition to his professional experience, Ben is involved with the UGA Relay for Life and Push America non-profit organizations. In his free time, Ben enjoys spending time with friends and family on the lake and watching Dawgs football.