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portrait of Logan S Palmer
FINANCIAL ADVISOR

Logan S Palmer

CEPA®, AAMS™, CRPS™
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Reading
  • Traveling

Team Members

  • Erika Garcia
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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