Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Logan B. Lowrey
Owner/President
Logan Lowrey has been a licensed Financial/Investment Advisor serving clients since 2010.
Logan is passionate about helping his clients reach their financial goals. In addition to helping his clients with ALL money matters except filing their tax return, Logan values the opportunity to build meaningful relationships with his clients.
A 2009 graduate of Auburn University with a Bachelor's Degree in Finance, Logan holds Series 7 and 66 licenses as well as his life insurance license.
When not working with clients, Logan enjoys spending time with his family, playing golf, being outdoors, and singing.
Our Partner: Fran Tarkenton & Tarkenton Financial
Logan is proud to work with Fran Tarkenton as an authorized independent representative of Fran's firm, Tarkenton Financial. Through his partnership with Tarkenton Financial, Logan has access to insurance products, strategies, and resources that may help his clients meet their retirement income planning needs.
