Making a Difference
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
My team approach adds perspective to all I do and provides increased benefits to clients.
Meet the Team
Jay V. Logan, CFP®
Director
Kelli Mason Bowles, CFP®
Sr. Client Specialist
Bringing over 25+ years of experience in private wealth management to Baird, Kelli started her career at Dean Witter in Sarasota in 1993. Prior to joining Baird in 2018, she was a partner and a managing principal for an...