Logan Avery is a Financial Advisor at Chappell Wealth Management. Logan guides clients through comprehensive planning that targets clear and effective solutions. He believes that financial success lives at the intersection of rigorous financial modeling and nuanced human psychology.
In his previous role, Logan worked for the specialized planning arm of Aegis Wealth Management. In this role Logan specialized in advanced financial modeling and helping wealthy individuals and small businesses solve their uniquely complex problems.
Logan holds a bachelor’s degree in finance from Brigham Young University. He has passed his CFP® Board Certification Exam and holds Series 7 and Series 66 FINRA registrations.
Logan lives with his wife Olivia in Spring, Texas. Logan likes to keep variety in his leisure; one day he may be hiking Machu Picchu, while the next he will be on his couch eating his go-to snacks and rewatching his favorite shows.