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the personal side of Logan
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Logan Smith, CFP®
Branch Manager, CWA | Financial Advisor, RJFS

Logan joined the Crux Wealth Advisors team at our Denver Colorado office in 2021 as a Branch Operations Manager. He plays a critical role on our team and works closely with our staff through the recruitment and onboarding processes.

The efficient operations of an organization are critical to its success, and Logan works tirelessly to ensure that our team is prepared to support our clients through his supervision of our local office. He works alongside our clients to clarify their financial objectives and design strategies to actively pursue their goals. Logan diligently serves others and is known for his reliability, follow-through, and commitment to others and our organization. He strives to help our clients achieve financial confidence and has a passion for helping clients through education. Logan invests the time needed to teach complex concepts to our clients, advisors, and other team members to ensure they can confidently achieve their objectives.

Logan was inspired to pursue a career in finance after seeing his own family work extremely hard simply to make ends meet. Even from a young age, he knew that there had to be a more practical approach to finances. Today, one of his primary goals is to bring those around him closer to true financial freedom and set them on a path that is best suited for them.

Before joining our team, Logan gained valuable experience when he began his career in finance at Charles Schwab as an Active Trader Broker. There, he worked with day traders and options clients in generating strategies for trading. Logan broadened his experiences when he joined Wells Fargo Advisors as a Regional Support Supervisor. He assisted with managing some of the books of business and provided supervision to advisors and support staff. Logan earned the Certified Financial Planner designation and was a double major at Colorado State University, where he earned degrees in Communications and Economics.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Logan Smith

I was born and raised in Colorado and have been fortunate to be exposed to a wide variety of experiences, both professionally and personally, which have shaped me into the person I am today. I spent two years in Brazil from 2004-2006 as a missionary, which was a tremendously valuable and memorable experience. Before I started working in finance, I was a fine wood carpenter where I designed and built items for several Fortune 500 product launches. Although I’m no longer doing carpentry professionally, I still enjoy exploring my creative side through woodworking and thoroughly enjoy that outlet. In my free time, I also like to explore the outdoors, enjoy the beautiful landscapes around us, and appreciate all that the Denver area has to offer.

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