Logan Valentine, CFP®
Financial Advisor, RJFS
As a CFP® Professional, Logan works with clients to help educate and collaboratively create a plan to accomplish their goals. Understanding that each client has unique experiences with investing and managing their finances, Logan believes that taking the time to know each client personally is critical to build confidence and trust in the relationship as their Financial Advisor.
Logan came to Forman Investment Services in August of 2023 after spending four years at Charles Schwab as a High-Net-Worth Advisor and six years in the Insurance and Employee Benefits space prior to that.
Originally from Terre Haute, Indiana, Logan attended Indiana State University and earned his Bachelor of Science degree in Insurance and Risk Management. Logan currently lives in Seymour, IN with his wife, Hannah, two daughters Parker and Layne, and German Shepherd, Koda. They attend Emmanuel Church in Seymour. In his free time, Logan enjoys Cross Fit, spending time with his family, golfing, and staying busy with home renovation projects.