Meet the Team
Valentine Wealth Management was started to focus on family, both ours and the families of the clients that we serve.
Over the years I have seen a very real problem with the lack of thorough Financial Planning and Advice available to American families. We're a boutique firm with the same resources I’ve had at Fortune 500 companies but not the expenses and growth goals that create an unmanageable base of clients. My time is not consumed by meetings needed to get through corporate red tape, but rather taking that time back to spend directly with clients.
This is often referred to as a lifestyle practice which aligns with those family goals, and allows us the time to work proactively with our clients rather than growing an unsustainable client base to please shareholders.
Logan is the Founder and Lead Advisor of the firm. Over more than a decade he has learned from success and failures in his personal and professional financial lives that have led his family to Financial Independence at an early age. He looks to understand your goals, emotional traits, and behaviors in order to develop a holistic plan with suitable recommendations. Take a look at our services and book a free appointment to learn more.
Logan spent four years at Charles Schwab as a High-Net-Worth Advisor and seven years in the Insurance and Employee Benefits space prior to that. Through a genuine interest and curiosity in all things finance, his time spent on personal development to become a CERTIFIED FINANCIAL PLANNER™, licensed insurance agent, and expansion on many topics included in Financial Planning have provided the knowledge base to pair with a very strong work ethic to bring his clients clarity in their Financial Lives resulting in peace of mind.
Some of Logan’s ongoing community involvement includes:
Member at Emmanuel Church
Member of Jackson County Young Professionals
Seymour Parks and Recreation “Tots” Soccer Coach
Member of CrossFit Seymour and Volunteer CrossFit Open Judge
Logan Valentine, CFP®, AINS
Founder - Wealth Advisor
Chief Organizer
Hannah is the quiet leader our family. She might disagree with that, but that doesn’t make it any less true. While Logan focuses on client facing business and interactions, Hannah helps keep the business running smoothly just like she does in our home. Her work behind the scenes is pivotal to our ability to provide the in-depth financial planning and collaborative relationships that we offer to our clients.
Hannah Valentine
Parker Valentine
Director of Spunk
Parker keeps everyone on their toes, as you should be when it comes to your finances!
Director of Cuteness
Layne doesn’t say much, but when she does it’s important and she’s probably only going to say it once!