Logan L. Baker

Meet Logan

Logan is a Director of Wealth Strategy for Estate Planning and has a focus on developing and implementing estate planning and tax strategies for clients. He joined Mercer Advisors in 2018 after serving as Trust Advisor at Regions Bank. Logan earned his undergraduate degree in legal studies from the University of Central Florida and his MBA from Florida State University. He received his J.D. at the University of Montana. After law school, he studied tax law and estate planning and received his LL.M. in Taxation from the New York University School of Law.

His working style

Logan takes a practical approach to estate planning, having seen the conflict, litigation, and financial consequences that can arise from poor planning, or no planning at all. He enjoys helping clients create comprehensive strategies to meet their legacy planning goals in a tax efficient manner.

Logan in real life

What keeps you busy outside of work?

I split my time between Missoula, MT, and Denver, CO, and I love to travel with my two daughters.

Favorite thing about where you live?

I love exploring Missoula, Denver, and the Mountain West in general. I try to ski, hike, trail run, and get out on the lakes as much as possible.

Why do you like working at Mercer Advisors?

I love the people I work with. Everyone is smart, dedicated, and fantastic at what they do. It’s great to be able to collaborate to get the best results for our clients.

Career highlights

Joined Mercer Advisors in 2018
Served at Regions Bank as Trust Advisor for nearly four years
Served at various firms as Associate Attorney for three years

Shareholder

Education

B.A. in Legal Studies, University of Central Florida
MBA, Florida State University
J.D., University of Montana School of Law
LL.M. in Taxation, New York University School of Law

Office location

Denver

See all Colorado & Wyoming locations

Existing Client Inquiries

Contact Logan directly

Meet Logan’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Logan counts on — and how they work together to support you.

Steven Elliott

Director, Wealth Strategy — Tax Planning

What Logan Says

Being able to provide specialized guidance on both estate tax and income tax provides us with unique opportunities to find solutions for our clients.

Joanna Geier

Sr. Wealth Strategist, Ascend

What Logan Says

Planning is central to everything we do, and our financial planning team’s ability to distill and present complicated financial situations is invaluable.