Meet Logan
Logan is a Wealth Advisor based in Boulder, Colorado. He joined Mercer Advisors in 2022 after serving as Paraplanner at Klaas Financial. Logan graduated from the University of Wisconsin-Madison’s personal finance program, earning a degree in financial planning and certificate in entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 65 license.
Logan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Logan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Helping new families shift financial priorities while building a strong foundation for the future
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Logan builds deep, genuine relationships by listening carefully, asking thoughtful questions, and offering guidance. He works especially well with clients who value collaboration and the opportunity to build their financial confidence. He’s also known for breaking down complex topics in a way that’s clear, approachable, and easy to understand.
Logan in real life
What keeps you busy outside of work?
I enjoy snowboarding, camping and backpacking, traveling, golf, flyfishing, concerts and sporting events, exploring new restaurants, and cocktail bars in Denver.
Why do you like working at Mercer Advisors?
I like working at Mercer Advisors because I have the best co-workers and because I get to do what I love and am good at everyday — financial planning and advising.
Favorite thing about where you live?
I moved to Colorado in 2022 after several snowboarding trips. I fell in love with the mountains and endless places to explore. Here is where I feel like I am who I am supposed to be.
Logan’s snapshots
Meet Logan’s Teammates
Lindsey Wetzel
Financial Planner
What Logan Says
Lindeys’s understanding of clients’ backgrounds and circumstances was integral in transitioning clients from a retiring advisor to me. The transition was a huge success, much to do with Lindsey, her tireless work, and her commitment to clients.
Max Brown
Client Service Specialist
What Logan Says
Max is early in his career, but he immediately hit the ground running and started building relationships with our clients. His self-starter and organizational skills are truly astounding. He is a tremendous asset to our team.
Laura Combs
Executive Managing Partner, Head of Women and Wealth
What Logan Says
Laura has much to do with the early success I have had in my career. She gave me the opportunity to be a financial planner on her team and ultimately take on many client relationships. Laura was an excellent teacher and mentor to me during our time working together, and she remains someone who I rely on at Mercer Advisors.
Chuck Breuch
Sr. Wealth Advisor
What Logan Says
Chuck is my formal mentor at Mercer Advisors and he has made a tremendous impact on me as a person and professional. Chuck keeps me focused and grounded on what truly matters, and he inspires me deeply. He has challenged me to do and be better for clients. He has wonderful ideas and asks insightful questions.
William Sands
Wealth Advisor
What Logan Says
Will and I started at Mercer Advisors around the same time. He has become one of my favorite co-workers as well as one of my best friends. He is incredibly intelligent and empathetic, so he is always the first person I bounce ideas off of.
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